Fiduciary Advisor

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.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 1 day per week in the office (Philadelphia, PA or Wilmington, DE).

OVERVIEW:

The Fiduciary Advisor owns fiduciary judgment and risk decisions across the client lifecycle, ensuring fiduciary matters are evaluated and documented in alignment with governing documents, applicable law, and Glenmede’s fiduciary standards. The Fiduciary Advisor guides fiduciary review for new appointments and complex administrative matters, frames risk and maintains a defensible decision record through clear fact gathering, analysis, and documentation. The Fiduciary Advisor partners closely with client-facing teams, including Wealth Advisors and Relationship Managers, and escalates to Glenmede’s internal Fiduciary Practices Committee and internal legal counsel as required by policy and risk thresholds.

This role supports a consistent client experience by enabling timely decisions while preserving appropriate governance, escalation, and documentation standards.

RESPONSIBILITIES:

Fiduciary Judgment, Risk Framing, and Decision Support

• Guide fiduciary review for complex trust administration matters, including identification of fiduciary risk, framing of options, and documentation of the decision basis and rationale.
• Lead fact gathering and analysis to support appropriate fiduciary outcomes, including confirmation of governing document requirements and fiduciary authority relevant to the decision.
• Lead escalation to committee, fiduciary leadership, or internal legal counsel and ensure escalation materials are complete, clear, and decision ready.

Acceptance, Onboarding, and Fiduciary Review

• Guide fiduciary review for new fiduciary appointments and complex structures, ensuring governing documents meet Glenmede’s standards and can be administered prudently and efficiently.
• Partner with Business Development, Relationship Management, Fiduciary Practices Committees and onboarding teams to address fiduciary issues early in the process, reducing downstream execution risk and rework.
• Provide documented fiduciary feedback through established review channels to support onboarding continuity and a clear record of decision making.

Cross Functional Collaboration and Client Support

• Serve as a fiduciary subject matter resource to internal partners by providing clear, practical guidance on fiduciary administration, governance, and risk implications.
• Collaborate with clients’ and beneficiaries’ counsel and other advisors, as appropriate, to propose solutions that align fiduciary relationships with Glenmede standards.
• Support a consistent client experience by enabling timely fiduciary decisions that colleagues can reliably execute.

Standards, Documentation, and Continuous Improvement

• Reinforce fiduciary standards through coaching, case-based feedback, and participation in training efforts to improve consistency and decision quality across the organization.
• Identify recurring fiduciary risk themes and documentation gaps and recommend improvements to procedures, templates, and escalation thresholds.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree required.
• 8+ years of experience in trust administration and fiduciary decision making within a trust company or financial services environment.

PREFERRED QUALIFICATIONS:

• Demonstrated strength exercising fiduciary judgment on complex trust administration matters, including risk framing, escalation decisioning, and documentation discipline.
• Strong working knowledge of trust and fiduciary concepts, estate planning structures, and fiduciary and transfer taxation considerations as applied in day-to-day and onboarding.
• Proven ability to partner effectively with relationship teams and internal stakeholders to drive timely outcomes while maintaining fiduciary governance standards.
• Collaborative approach with strong communication skills and the ability to balance responsiveness with control discipline.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

• Competitive health and welfare benefits, including company HSA contributions
• Numerous voluntary benefit choices available
• Superior 401k match
• Tuition reimbursement
• Company subsidized commuter benefits
• Generous paid time off, including parental leave
• Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit 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.

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