Management Associate, Fiduciary Practices

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, 3 days per week in the office (Philadelphia, PA).

OVERVIEW:

Glenmede is seeking a motivated and client-service-oriented Fiduciary Associate to join our Fiduciary Practices Team. The Fiduciary Associate serves as a data integrity monitor across the trust administration life cycle. This role offers growth potential, with opportunities to develop domain expertise in fiduciary administration and advance within a collaborative and high-performing organization.

This position acts as a central point of contact and ambassador for the Fiduciary Practices Team among the broader organization. This is a visible role within Glenmede which requires attention to detail, a client service mindset and the ability to multi-task and prioritize.

RESPONSIBILITIES:

New Business Activity

• Ensure fiduciary new business submissions are complete and conform to Glenmede’s pre-acceptance policies.
• Coordinate with Client Onboarding Specialists to efficiently onboard new trust relationships.
• Partner with Business Development and Relationship Management colleagues to facilitate smooth additions and onboarding of trust relationships.
• Confirm completeness and consistency of fiduciary data after onboarding

Oversight and Reporting

• Partner with beneficiary and co-trustee facing colleagues to support collection of data required for sound trust administration.
• Validate data related to trust administration to ensure adherence to Glenmede’s policies and procedures.
• Ensure organization of required documentation to support trust administration.
• Maintain procedures to support compliance.
• Develop and maintain efficient reporting processes and controls.
• Recommend and implement enhancements to improve data quality and accuracy.

Special Projects

• Track and support meeting project timelines, milestones and deliverables for fiduciary special projects.
• Identify opportunities to streamline administrative workflows.
• Support implementation of best practices in fiduciary practices group.
• Perform other duties as required by the position and assist with special projects.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree required.
• Minimum3 years’ experience in administrative support.

PREFERRED QUALIFICATIONS:

• Experience with data management, documentation, and reporting in a financial services or similarly regulated environment.
• Strong aptitude for tracking workflows, validating completeness and accuracy, and maintaining evidence to support audit and oversight requirements.
• Strong research and communication skills.
• Ability to communicate complex topics effectively, both orally and in writing, with clients, intermediaries and colleagues across the organization.
• Proficient with Microsoft Office applications.
• Experience in Salesforce.

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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