Wealth Administrator

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 :

The Wealth Administrator is part of an interdisciplinary private client wealth management team responsible for delivering a goals-based wealth management experience through proactive, effective administration, and overall excellence in client experience. This position will provide day-to-day client and account management for designated relationships. The scope of responsibilities includes relationship management, account and wealth administration, transaction management and other functions as required to ensure excellent relationships with clients and business partners, and success with firm-wide initiatives.

RESPONSIBILITIES :

Fiduciary and Account Administration

• Provide daily and ongoing administration of designated accounts ensuring that fiduciary standards and policies are observed at all times.
• This includes formal administrative reviews, transaction management and / or execution, overdraft and tax lot management and management of client / account documentation.
• Oversee and coordinate with internal partners to ensure timely opening and closing of accounts.

Relationship Management and Client Service

Wealth Advisory

Business Development and Growth

Firm Building

REQUIRED QUALIFICATIONS :

PREFERRED QUALIFICATIONS :

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit

Our Benefits Overview :

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.

#LI-Hybrid