Wealth Planning Co-op bei Glenmede

**This job posting is for our Drexel Co-Op Program and not for external applicants to apply.**

Empowering Financial Futures. 

 For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. 

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Position Description:

This role centers on many key administrative responsibilities of Glenmede’s Wealth Planning team. You will be responsible for ensuring the safe transfer of client data between systems, communicating with Glenmede colleagues regarding client matters, and ensuring clients have a seamless experience using Glenmede’s digital portals. This role will help you sharpen written and verbal communication skills, develop an understanding of the wealth management industry, and learn how to use technological systems that could be foundational in your career. The primary responsibilities are to: • Ensure the success of the highest priority initiatives for Private Wealth • Act as the bridge between business sponsors and infrastructure partners • Establish a partnership culture for every project • Support issues, remediation, and program enhancements • Syndicate deliverables, timelines, and ROIs for projects of all sizes • Assist Private Wealth and Technology teams across multiple projects • Identify new opportunities to increase efficiency • Participate in companywide presentations.

Qualifications:

Qualifications: proficiency with Microsoft Office apps, especially Outlook, Excel, and Word; prior Finance/Accounting/Statistics/Economics coursework preferred; prior experience with eMoney and/or Salesforce welcomed, but not required Skills: attention to detail, eagerness to learn, inquisitiveness, time management, organizational skills. The working hours for Glenmede employees are from 8:30 a.m. to 5:00 p.m., Monday through Friday. For this position, we are currently operating in a hybrid work environment requiring a minimum of 3 days in the office per week. Glenmede will only consider candidates who are currently authorized to work for any employer in the United States and who will not require work visa sponsorship from Glenmede now or in the future in order to retain their authorization to work in the United States.

Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. https://www.glenmede.com/equal-opportunity-employer/ 

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. 

#LI-DNI