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Glenmede jobs in Philadelphia, PA

- 27 jobs
  • Institutional Operations Associate

    Glenmede Trust Co 4.6company rating

    Glenmede Trust Co job in Philadelphia, PA

    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. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). OVERVIEW: Glenmede is seeking an Institutional Operations Associate to join our team. The person in this role will report to Glenmede's Director of Institutional Operations. This role is pivotal in advancing institutional client performance and analytical reporting as well as delivering broad support to our clients and internal teams. Glenmede's client portfolios include investments in public equity funds, private growth equity and buyout funds, venture capital funds, hedge funds, real assets, fixed income and direct co-investments. A critical component of the role will involve deep engagement in the implementation and ongoing utilization of an Investment Book of Record (IBOR) and performance reporting platform. RESPONSIBILITIES: IBOR/Platform Implementation & Reporting Serve as a key contributor to the implementation of the firm's investment reporting and Investment Book of Record (IBOR) platform. Collaborate with internal stakeholders and external vendors to ensure data integrity, system integration, and reporting accuracy. Act as a subject matter expert and lead resource for ongoing system enhancements and data/reporting needs. Collaborate on project plan and help manage the onboarding of Glenmede client data to a newly selected provider. Investment Operations & Client Reporting Reconcile and process investment transactions across internal systems to support accurate, timely reporting for the firm's largest clients. Support the design and ongoing production of performance, liquidity, exposure, and pro forma portfolio and cash flow reports. Coordinate the monthly close process, ensuring accurate performance reporting and client deliverables. Coordinate with managers, fund administrators, and service providers to gather transparency, compliance, ESG, and DEI-related data. Research & Relationship Support Maintain the operational components of the firm's research management system, ensuring timely capture of manager documentation. Assist in the preparation of materials for client investment committee meetings. Partner with client service teams to respond to client and auditor inquiries. Support the onboarding of new institutional client relationships by coordinating data collection, documentation, and systems setup. Firm Building Engage in department-specific and firm-wide initiatives to complete corporate initiatives, projects, and business analysis supporting Glenmede's strategic goals. Ability and willingness to contribute to the advancement of team, office and business capabilities. Perform other duties as required by position. A commitment to ethical principles and professional standards, acting with transparency, fairness and desire to prioritize the best interest of clients. Upholds confidentiality, avoids conflicts of interest, and ensures all actions align with legal and regulatory requirements. REQUIRED QUALIFICATIONS: Bachelor's degree in Accounting, Finance, Economics or a related field. 2+ years of experience in fund accounting, investment operations, performance measurement or a related function in an endowment, foundation, pension, OCIO, bank or other asset management firm. Proficiency with performance measurement tools and software, as well as advanced Excel skills. PREFERRED QUALIFICATIONS: Certifications: CPA, CFA, CIPM or other relevant professional certifications. Experience with or exposure to IBOR and portfolio management platforms such as MSCI Total Plan, Addepar, Solovis or similar systems. Knowledge of various investment instruments including private equity, hedge funds, stocks, and bonds, plus general knowledge of investment accounting and performance practices for multi-asset class portfolios. Strong analytical and quantitative skills with the ability to interpret complex data and generate meaningful insights. Excellent written and verbal communication skills, with the ability to present information clearly and concisely to all stakeholders. High level of precision and attention to detail in all work products and a fundamental commitment to ensuring client reporting is accurate. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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-Hybrid
    $66k-116k yearly est. Auto-Apply 60d+ ago
  • Wealth Planner

    Glenmede Investment Management LP 4.6company rating

    Glenmede Investment Management LP job in Philadelphia, PA

    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. OVERVIEW: A Wealth Planner is responsible for deepening client relationships by providing comprehensive, pro-active and timely wealth planning services and advice within Glenmede's goals-based wealth management process. The Wealth Planner works closely with Relationship Managers and Business Development Officers preparing for and participating in meetings with clients and prospective clients. RESPONSIBILITES: Wealth Planning and Relationship Engagement Deepen designated client relationships by teaming with Relationship Managers to proactively identify and address client planning issues. Draw upon your skills and experience, and those of your colleagues and outside advisors, to provide integrated, appropriate and thoughtfully innovative wealth management advice and solutions in the areas of estate and trust planning and comprehensive wealth planning. Prepare meeting presentation materials in collaboration with team members, including estate planning summaries, detailed net worth statements, financial planning models and customized advice based upon a Client's Wealth Objectives. New Business Development: Support achievement of business growth goals by participating in new business development and presentations to prospective clients, generating referrals through your professional network, and partnering with colleagues to expand current client relationships to support firm growth. Firm Building Contribute to the development of Wealth Planning services, deliverables and best practices for Glenmede clients and prospects across our national footprint. Advance a collegial culture by collaborating with Glenmede colleagues both inside and outside the Wealth Strategy and Planning group. Serve on firm committees and contribute to the functioning of the Wealth Strategy and Planning group and the firm overall. Perform other duties as required by the position. REQUIRED QUALIFICATIONS: Bachelor's degree 8+ years of experience in advising high net worth individuals, in financial services, law or accounting PREFERRED QUALIFICATIONS: JD or MST preferred Professional designations such as CPA and/or CFP preferred Ability to communicate very effectively with clients and professional advisors Detail-oriented, particularly with financial calculations Command of Microsoft Office and ability to adapt to investment and financial planning-oriented IT applications (i.e. Global Plus, Salesforce, InvestEdge, eMoney Advisor) Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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-Hybrid
    $56k-78k yearly est. Auto-Apply 2d ago
  • Wealth Administrator

    Glenmede Trust Co 4.6company rating

    Glenmede Trust Co job in Philadelphia, PA

    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 Manage designated accounts and work closely with the broader relationship team to ensure seamless service delivery. Support senior officers in managing relationships by providing wealth administration and integrated, appropriate and thoughtfully innovative wealth management advice. Coordinate with Relationship Manager in preparation for client meetings, including pre-call, review of meeting materials and execution of post-meeting follow up. Serve as point of contact for all transactional matters and be responsible for overall client satisfaction and retention through timely delivery of services and regular and effective communication with clients and intermediaries. Wealth Advisory Exhibit strong knowledge of relevant aspects of wealth advisory for all account types and provide client-appropriate advice, with guidance from senior officers where appropriate. Prepare and maintain client deliverables in collaboration with Wealth Planning, Portfolio Management, Tax and other team members, including administrative synopsis information. Analyze and interpret relevant legal documents including wills, trusts, agreements, and entity documents. Business Development and Growth Drive firm growth by participating in strategic initiatives, leveraging professional networks to generate referrals, expand existing relationships, and cultivate new business opportunities. Firm Building Active engagement in department-specific and firm-wide initiatives to deepen understanding of multidisciplinary wealth management practice areas. Establish effective working relationships with colleagues and peers across the firm. As part of an integrated wealth management team, hold a basic understanding of asset classes, allocation, risk and Prudent Investor standards, as well as Glenmede's investment philosophy and process, with the ability to effectively communicate relevant basic principles to clients. Perform other duties as required by the position. REQUIRED QUALIFICATIONS: Bachelor's degree. 4-6 years of experience in financial services, preferably in a fiduciary operating environment or in wealth management, law or accounting firm. PREFERRED QUALIFICATIONS: Professional designations such as CPA, CTFA or CFP are preferred. Team player with demonstrated client service orientation who can organize work, prioritize appropriately, manage multiple workstreams and appreciates working in a dynamic environment. Curiosity and a willingness to learn, and persistence when faced with challenges. Proactive, critical thinker who can work independently. Strong research and communication skills. Excellent communicator, able to explain complex topics effectively, both orally and in writing, with clients, intermediaries, and colleagues across the organization. Demonstrates discretion and ability to handle confidential information. Experience working with high-net-worth clients and/or supporting a luxury brand experience, a plus. Demonstrates agility and proficiency with technology. Working knowledge of Microsoft Office with strong proficiency in Excel. Experience with eMoney, DocuSign and Salesforce preferred. Strong attention to detail, especially with financial calculations and administrative requirements. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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-Hybrid
    $75k-121k yearly est. Auto-Apply 59d ago
  • Facilities Manager

    Glenmede Trust Co 4.6company rating

    Glenmede Trust Co job in Philadelphia, PA

    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. This position is expected to be in the office frequently, often up to 5 days per week, with flexibility for a hybrid schedule as business needs allow (Philadelphia, PA). OVERVIEW: The Facilities Manager is responsible for overseeing the maintenance, security, and efficient operation of the organization's facilities. This role involves managing building systems, coordinating with vendors, ensuring compliance with safety regulations, and addressing facility-related issues to create a safe, functional, and pleasant working environment. RESPONSIBILITIES: Facility Maintenance Oversee and schedule routine and preventive maintenance of building systems (HVAC, plumbing, electrical, general infrastructure, etc.) in coordination with building management. Ensure that facilities are clean, well-maintained, and meet all safety and regulatory standards. Team Management Supervise facilities and Office Services personnel. Provide training, support, and performance evaluations for team members, fostering a positive work environment and promoting teamwork. Vendor and Contractor Management Manage relationships, contracts and service agreements with external vendors, contractors, and service providers, ensuring quality and compliance with contractual obligations. Negotiate service contracts and manage budgets related to facilities operations. Security and Safety Implement and oversee security measures to protect facilities and assets in compliance with health, safety, and environmental regulations. Manage all facilities security systems and provide audit reports as needed. Develop and enforce emergency preparedness plans and procedures. Serve on Security Committee, Business Continuity Committee and Crisis Implementation Team. Space Management Plan, manage and optimize space allocation and utilization within the facility to support organizational needs and efficiency. Coordinate office moves, reconfigurations, and renovations as needed. Budget and Financial Management Develop and manage the facilities budget, including forecasting and expense tracking in collaboration with Finance and Accounting. Identify cost-saving opportunities and implement budgetary controls. Customer Service & Administrative Duties Address and resolve facility-related requests and complaints from employees, ensuring high levels of customer satisfaction through effective communication and problem-solving. Conduct safety, physical security, emergency preparedness and business continuity onboarding for new hires. Maintain accurate records of facilities operations, maintenance activities, and equipment inventory. Oversee and back up supply ordering for headquarters and regional offices. Manage maintenance and registration of company car. Events Administration Oversight Oversee the Office Services calendar, ensuring all logistics and tasks are properly assigned, tracked, and executed across involved teams. Coordinate with the Hospitality Manager to ensure seamless planning, setup, and execution of events, meetings, and internal functions. REQUIRED QUALIFICATIONS: High School degree or Associate's degree. 3-5 years previous facilities or office management experience. Previous people management experience. Proficiency in facilities management software and Microsoft Office Suite. PREFERRED QUALIFICATIONS: Bachelor's degree preferred. Strong knowledge of building systems and maintenance procedures. Excellent organizational and project management skills. Strong communication and interpersonal skills to effectively interact with diverse stakeholders. Ability to manage multiple priorities and work under pressure. TRAVEL EXPECTATIONS: This position will require the ability and willingness to occasionally travel to regional offices, as needed. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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-Onsite
    $82k-115k yearly est. Auto-Apply 60d+ ago
  • Client Service Associate, Wealth Advisory

    Glenmede Trust Co 4.6company rating

    Glenmede Trust Co job in Philadelphia, PA

    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 helping clients understand how the dimensions of wealth interconnect, see the possibilities in every move and work with a multifaceted strategic plan to reach a defined goal. This is how we go beyond the numbers to create meaningful impact, delivered in a personal, collaborative manner by our team of specialists This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). OVERVIEW: The primary function of the Client Service Associate is to support designated Relationship Managers in day-to-day client contact, relationship management, trust and investment account administration, compliance requirements, and other functions as required to maintain excellent relationships with clients, external professional advisors and internal business partners. RESPONSIBILITIES: Account Support and Administration: Support relationship managers in the administration of trust, investment and retirement accounts. Duties may include daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client information requests and updating client information. Monitor and review daily reports for accuracy, action items, resolution and follow-up. Assist with account opening, asset transfer, account terminations, and special asset management. Be a power-user of client support technology systems, including the client relationship management system and the system of record for client transactions. Manage incoming and outgoing client communications, including preparing correspondence and managing document retention. Client and Relationship Manager Support: Act as an initial point of contact for client inquiries and team communications. Independently handle certain routine to moderately complex client (internal and/or external clients) matters, and undertake research or take needed action to resolve (with guidance from senior officers where appropriate). Serve as direct back-up to other team/office support professionals to provide team-based coverage. Coordinate client meetings, including scheduling, dining arrangements, travel, security and other related activities. Assist in the reception of client guests, and answer office phones as needed. Communicate with clients in a professional and pleasant manner; maintain confidentiality and discretion in all client and professional interactions; and keep appropriate parties informed. Prepare client meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams, and coordinate with investment, tax or other departments to ensure deadlines are met. Assist in the completion of expense reports and other related requirements for professionals. Firm-building: Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices. Participate in special projects and identify process improvements. Carry out other duties and responsibilities as assigned, and carry out all responsibilities in compliance with company policies, procedures and practices. REQUIRED QUALIFICATIONS: Bachelor's degree or equivalent experience required. 1+ years of internship, co-op, and/or working experience in Financial Services or related role. PREFERRED QUALIFICATIONS: Work experience in a fiduciary environment is preferred. Proficiency with Microsoft Office and electronic tools and systems to fulfill daily responsibilities, including document management, investment reporting, and transaction processing. Knowledge of Salesforce.com applications desirable. Excellent interpersonal skills with a demonstrated ability to effectively interact with clients by phone and in person. Proven ability to interact effectively with other professionals on a daily basis. Excellent verbal and written communication skills/pleasant telephone manner. Proven competence in organizational and problem solving skills, ability to work well under pressure, and consistent accuracy and attention to detail. Self-starter with a great deal of initiative. Full understanding of client privacy and confidentiality. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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-Hybrid
    $53k-88k yearly est. Auto-Apply 60d+ ago
  • Corporate Dining Coordinator (Temporary)

    Glenmede Investment Management LP 4.6company rating

    Glenmede Investment Management LP job in Philadelphia, PA

    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. OVERVIEW: The primary function of the Corporate Dining Coordinator is to assist the Chef in preparing and serving meals to prospects, clients and other guests while ensuring a positive client experience. This position will be in the office five days a week (Philadelphia, PA). The typical weekly hours of the team are Monday-Friday from 8:30 am - 4:00 pm. However, this role will have a schedule of 32-34 hours a week. During peak time periods, you will be required to work additional hours, including after-hour events. RESPONSIBILITIES: Dining Services Coordinator Support internal meetings, client lunches, and catered events by assisting with food service, setup, and cleanup. Maintain flexibility to adapt to changes and last-minute adjustments during events. Operate the Barista bar as needed, ensuring quality beverage service. Assist with restocking and maintaining the snack bar to ensure availability and presentation. Client Service Welcome and greet clients warmly and professionally to ensure they feel comfortable as a guest of Glenmede. Coordinate with internal staff to confirm that all client needs are met promptly and effectively. Communicate any client dietary preferences or changes to the Chef and Dining Coordinator to ensure accommodations are made. Meeting Preparation & Clean-up Set up meeting rooms and ensure proper cleanup after events. Maintain cleanliness and presentation standards for meeting rooms and client restrooms. Assist in managing inventory for supply closets and client rooms. Support dishwashing throughout the day and after lunch service. Assist the Chef in maintaining kitchen cleanliness, securing appliances, and ensuring equipment is in good working order. Provide baking assistance as needed. Firm Building Develop a strong understanding of Dining and Office Services functions, policies, and best practices. Participate in special projects and contribute to process improvements. Perform additional duties as assigned, ensuring compliance with company policies and procedures. REQUIRED QUALIFICATIONS: High School Diploma or equivalent. Experience in food preparation, service, and presentation. PREFERRED QUALIFICATIONS: Strong client-focused demeanor with excellent interpersonal skills. Ability to prioritize and organize multiple tasks in a fast-paced environment. Excellent verbal and written communication skills. Proficiency in Microsoft Outlook; familiarity with CRM systems such as Salesforce is a plus. Previous barista experience is helpful. 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. **************************************************** ** 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-Onsite
    $37k-51k yearly est. Auto-Apply 21d ago
  • Associate General Counsel

    Glenmede Trust Co 4.6company rating

    Glenmede Trust Co job in Philadelphia, PA

    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. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). OVERVIEW: The Associate General Counsel will assist in a wide range of legal and regulatory issues that arise in the ordinary course of Glenmede's Private Wealth, Endowments & Foundations, and Investment Management business lines. The position will provide legal advice to the company on a wide variety of matters, including risk mitigation, corporate governance and strategy, and regulatory relations. This position will report to the General Counsel in Philadelphia. RESPONSIBILITIES: Corporate Counsel. This position will collaborate with the General Counsel and other members of the Legal & Compliance department, including the Office of the Corporate Secretary, on legal, regulatory, and business issues that arise in the ordinary course. These issues may consist of standard corporate legal matters such as employment, contracts, fiduciary, corporate governance, litigation, real estate, and intellectual property matters, as well as compliance with applicable OCC or SEC rules and regulations for Glenmede's regulated entities. The position will manage and liaise with outside counsel to appropriately address legal issues. The ability to provide leadership and support to internal clients to help quickly and effectively resolve issues is an essential attribute of this position. Legal and Business Strategy. Glenmede's Legal, Audit, Risk, Compliance, and Office of the Corporate Secretary department (LARC) works collaboratively to establish an overall strategy, manage projects with a firm-wide impact, and provide critical support and advice to all areas of the enterprise. This position must be a key contributor to developing and achieving key strategic initiatives within LARC. Firm Building. Take an engaged role in firm-wide initiatives and projects, including participation in committees or working groups, enhancing the client experience, increasing productivity, and leading training and education initiatives. REQUIRED QUALIFICATIONS: Juris Doctorate required. Minimum seven (7) years of experience, combined law firm and in-house. PREFERRED QUALIFICATIONS: Broad experience with a wide variety of standard legal issues in wealth and investment management preferred. Demonstrated ability to lead projects and to accomplish business objectives on time and within budget. A high degree of comfort working within a collaborative, team-based culture. Excellent organizational skills, project management skills, people skills, analytical skills, and attention to detail. Proven track record of successfully managing outside counsel. Ability to travel on occasion, as needed. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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-Hybrid
    $77k-124k yearly est. Auto-Apply 60d+ ago
  • Fiduciary Counsel

    Glenmede Trust Co 4.6company rating

    Glenmede Trust Co job in Philadelphia, PA

    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. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). OVERVIEW: The Fiduciary Counsel will act as the Company's internal legal advisor on trust, estate and other fiduciary matters. This position will work collaboratively across the enterprise to provide practical, knowledgeable and effective advice to both The Glenmede Trust Company, N.A. and The Glenmede Trust Company of Delaware. This position will report to the General Counsel in Philadelphia. RESPONSIBILITIES: Internal Legal Counsel. Serve as trusted and practical advisor for trust administration, estate settlement and wealth advisory matters. Provide legal advice to the Private Wealth and Endowments & Foundations business lines. Work collaboratively with outside counsel to resolve fiduciary issues. Manage, advise and resolve legal disputes; effectively manage and liaise with outside counsel on fiduciary proceedings in multiple state court forums. Manage third-party subpoena responses and productions. Provide creative yet prudent advice on complex transactions and structures as well as on questions concerning wealth advisory agreements, fee structures, nonjudicial settlement agreements, procedures and best practices. Counsel and support Private Wealth colleagues to ensure proper trust administration, including trust decantings and trust situs transfers. Collaborate with Business Development Officers on prospective clients involving complex fiduciary appointments. External Presence. This position will also need to maintain excellent working relations with the community of attorneys and other advisors who advise our clients and potential clients. In addition, this position will have the opportunity to write and to speak on emerging issues in the industry and the practice area. Legal and Business Strategy. Glenmede's Legal, Audit, Risk, Compliance, and Office of the Corporate Secretary department (LARC) works collaboratively to establish an overall strategy, manage projects with a firm-wide impact, and provide critical support and advice to all areas of the enterprise. This position must be a key contributor to developing and achieving key strategic initiatives within LARC. Firm Building. Take an engaged role in firm-wide initiatives and projects, including participation in committees or working groups, enhancing the client experience, increasing productivity, and leading training and education initiatives. REQUIRED QUALIFICATIONS: Bachelors and Juris Doctor degrees required. Minimum seven (7) years progressive experience at a law firm, trust company or corporate in-house position required. Must be admitted and in good standing in at least one state bar. PREFERRED QUALIFICATIONS: Excellent leadership, project management and collaboration skills as well as deep subject matter expertise and a proven track record are required for this position. Demonstrated ability to delegate, develop and effectively problem solve. Experience with broad range of wealth management and wealth transfer structures, including dynasty trusts, asset protection trusts, directed trusts, charitable trusts and individual retirement accounts. Experience with wide range of court proceedings, including accountings, probate matters, will contests, and litigation matters. Experience with alternative / special assets. Financial Services industry experience preferred, particularly in investment and wealth management. Must have solid judgment on trust and fiduciary matters. Must have practical business judgment and executive decision-making. Excellent organizational skills, analytical skills and attention to detail. Ability to travel, as needed, for client meetings. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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-Hybrid
    $27k-52k yearly est. Auto-Apply 60d+ ago
  • Tax Management Associate

    Glenmede Investment Management LP 4.6company rating

    Glenmede Investment Management LP job in Philadelphia, PA

    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 (3-4 days in the office during busy times). OVERVIEW: The primary function of the Management Associate is to assist and support the Tax Director and Fiduciary Tax Manager with daily management of the Fiduciary Tax Outsource engagement, tax and account administration, compliance requirements, and other functions as required to ensure excellent relationships with clients and business partners and success with firm wide initiatives. RESPONSIBILITIES: Relationship Management and Client Service. Independently handle certain complex to moderately complex client (internal and/or external clients) inquiries as part of the Tax team. Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed. Respond to situations that arise when other team members are out of the office. Act as initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required. Coordinate with investment, Private Wealth, E&F or other departments to ensure deadlines are met. Outsource Engagement Administration. Develop a strong knowledge of administrative, tax, and IRS filing aspects of fiduciary accounts, including functions, policies, procedures, and best practices related to the daily management of the Fiduciary Tax Outsource engagement. Develop key knowledge of support systems underlying such accounts. (Global Plus, Salesforce, OneSource and Advisor Connect). Become a subject matter expert on all aspects of basic tax duties including check requests, EFTPS payments, routine and semi-complex client requests and any other functions essential to the basic management of client accounts and demonstrate the ability to perform all duties without oversight. Coordinate with Private Wealth and other internal/external business partners until transactions or matters are resolved to full completion. Complex Analysis, Intermediate Tax Reporting Preparation and Project Initiatives. Become familiar with fiduciary tax preparation to assist tax advisors with client tax matters. Review and maintain OneSource data for specific transaction types. Implement client elections for paperless tax reporting on OneSource. Participate in special projects and firm-wide initiatives to foster understanding of multidisciplinary wealth management practice areas, effective working relationships with colleagues and peers and to develop presentation skills. Firm Building. Assist and train others, as needed, and perform other duties and responsibilities as assigned. REQUIRED QUALIFICATIONS: Bachelor's degree required. 1-3 years of experience in financial or accounting services, preferably including some knowledge of taxation. PREFERRED QUALIFICATIONS: Knowledge of trust accounting and investment systems strongly preferred. Superior team orientation. Advanced knowledge of Microsoft Office. Self-starter with a great deal of initiative. Full understanding of client privacy and confidentiality. Excellent verbal and written communication skills. Demonstrated competence in the following: organizational and problem-solving skills. Ability to work well under time pressure, Consistent accuracy and attention to detail. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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-Hybrid
    $79k-124k yearly est. Auto-Apply 7d ago
  • Investment Analyst

    Glenmede Investment Management LP 4.6company rating

    Glenmede Investment Management LP job in Philadelphia, PA

    Empowering Financial Futures.
    $88k-149k yearly est. Auto-Apply 36d ago
  • Fiduciary Oversight Specialist

    Glenmede Investment Management LP 4.6company rating

    Glenmede Investment Management LP job in Philadelphia, PA

    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. OVERVIEW: The Fiduciary Oversight Specialist ensures that client relationships are established, administered, and concluded in alignment with governing documents, applicable laws, and Glenmede's fiduciary practices and procedures. The Specialist applies deep knowledge of estate planning and fiduciary duties to support Relationship Managers in delivering compliant, high-quality service across the client lifecycle. This role collaborates with internal stakeholders to interpret and apply fiduciary standards, mitigate risk, and enhance operational efficiency. Success in this role requires sound judgment, attention to detail, and the ability to translate complex fiduciary requirements into practical, client-focused solutions. This position will operate in a hybrid work environment, 1 day per week in the office (Philadelphia, PA or Wilmington, DE) . RESPONSIBILITIES: Account Administration and Review Review and synthesize new account information to confirm receipt of all required documentation and support accurate account set up. Monitor and resolve outstanding administrative items; prepare account synopses, summarizing key responsibilities. Support internal colleagues with questions and issues related to trust administration, including advising on tax efficient administration. Identify patterns or trends that signal a need for updates to training materials or technology platforms. Present findings and recommendations to internal committees. Project Management Identify and lead initiatives to improve consistency in account coding, processing, documentation, and reporting. Collaborate with technology colleagues to develop and enhance administrative and reporting systems that drive efficiency. Maintain administrative systems and gather input from Private Wealth colleagues to ensure accurate and timely updates to reporting platforms. Training and Education Assess administrative processes and risk management practices to identify areas for improvement. Design and deliver training sessions to reinforce existing procedures or introduce new practices. Serve as a subject matter expert on trust account openings, providing guidance and education across teams. Firm Building Actively participate in department-specific and firm-wide initiatives. Contribute to the development and advancement of team, office, and business capabilities. REQUIRED QUALFICATIONS: Bachelor's degree required. 5+ years of experience with the trust department of a financial services firm or a trust company. PREFERRED QUALIFICATIONS: Success in this role requires sound judgment, attention to detail, and the ability to translate complex fiduciary requirements into practical, client-focused solutions. Cannon Trust School or ABA Trust School preferred. CTFA designation or willingness to obtain it. Solid understanding of trust and fiduciary concepts, estate planning, and taxation. Ability to interpret governing instruments related to trusts, estates, and closely held entities. Highly detail-oriented, especially in fiduciary matters. Demonstrated strength in client service and relationship management. Collaborative team player with strong organizational skills, able to prioritize, multitask, and perform well under pressure. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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-Hybrid
    $67k-123k yearly est. Auto-Apply 28d ago
  • Private Wealth Rotational Development Program

    Glenmede Trust Co 4.6company rating

    Glenmede Trust Co job in Philadelphia, PA

    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: If you enjoy building relationships and have a passion for client service and wealth management, then we have the role for you. Joining our rotational development program means you will be joining a team committed to building client relationships, delivering proactive advice and making a meaningful impact on the lives of the clients we serve. This structured two-year program is designed to provide comprehensive exposure to various functions within our Private Wealth business, equipping you with the skills needed to build a successful career in wealth management. The rotational development program is intended to fast-track your growth through diverse rotational experiences, mentorship, and professional development. PROGRAM OVERVIEW: 2-year program consisting of three 8-month rotations: Wealth Planning & Advisory Wealth Administration Portfolio Management Development through on-the-job learning during each rotation, mentoring and formal development offerings All rotations are based at our corporate headquarters in Philadelphia, PA RESPONSIBILITIES: Support relationship managers in delivering an exceptional client experience through the delivery of Goals-Based Wealth Management services. Gain in-depth knowledge and hands on experience in each rotation by taking on meaningful projects and responsibilities. Collaborate with cross-functional teams to support strategic initiatives and drive business results. Develop a comprehensive understanding of Glenmede's systems, operations, processes and culture. Present key learnings and progress to leadership teams at the end of each rotation. Participate in professional development workshops and leadership training. All assignments will build the associate's key skills and competencies, including: Learning the Business. Build knowledge and understanding of key functions, processes, and services at Glenmede. Examples include understanding Glenmede's fiduciary responsibilities, investing philosophy, client engagement strategy, business development approach and systems. Building Connections. Take action to establish and maintain connections with individuals outside one's formal work group, including peers, cross functional partners, and vendors who are willing and able to provide the information, ideas, expertise, and/or influence needed to achieve work goals. Managing Priorities. Manage or contribute to multiple initiatives with varying timelines, degrees of complexity, and stakeholders from inception through completion. Firm Building. Take an engaged role in firm-wide and Private Wealth initiatives and projects, including technology integration, enhanced client service and increased productivity; take responsibility for implementing recommendations. REQUIRED QUALIFICATIONS: Pursuing a bachelor's degree with a graduation date of Spring 2026 at the latest. Program start date of Summer 2026. Less than 2 years of professional experience. PREFERRED QUALIFICATIONS: Internship in wealth management or wealth planning strongly preferred. Excellent communication and interpersonal skills for engaging with high-net-worth clients and internal teams. Excellent organizational skills and the ability to multitask. Genuine interest in wealth management with a strong desire in building long-term client relationships. Self-motivated and eager to learn different areas of the Private Wealth business. Proficiency with Microsoft Office and ability to adapt to IT applications as needed. Strong written and verbal communication skills. Basic knowledge of wealth management is essential to the role. What can set you apart: Demonstration of working with others as part of a cohesive unit to help an organization achieve its goals, service clients and create a positive work environment. Having a commitment to continuous personal improvement and being open to new ideas and new ways of doing things. Bringing a positive, but grounded, view to opportunities and challenges. Believing goals can be achieved through discipline, teamwork and effort. Remaining composed and focused under pressure and using challenges as opportunities to grow and improve. Doing the right thing and doing things right - Staying focused on consistently achieving goals and delivering high-quality outcomes. Having the self-awareness and confidence to collaborate with others to deliver the best possible outcomes for clients, the firm, your team and stakeholders. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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-Hybrid
    $75k-113k yearly est. Auto-Apply 60d+ ago
  • Principal, Investments, Endowments & Foundations

    Glenmede Investment Management LP 4.6company rating

    Glenmede Investment Management LP job in Philadelphia, PA

    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. Endowments & Foundations: Empowering our clients to achieve their mission and make a lasting impact. Every endowment and foundation has a distinct set of values and a defining mission. As a long-standing partner, we share in those values, fully align with your vision and work as one to bring you innovative investment and advisory solutions. With the same goals in mind, we will work together to help position your assets for growth and support your organization to deliver on its commitments. The Endowment and Foundation (E&F) investment team is responsible for over $10 billion in assets: approximately $6 billion for the Pew Charitable Trusts and $4 billion in E&F OCIO portfolios. The investment team has decades of experience investing with fund managers across all asset classes, including public equities, fixed income, hedge funds, buyouts, venture capital, real estate and natural resources. In addition to fund investing, the team also co-invests directly in companies and purchases assets in the secondary market. This position will operate in a hybrid work environment. 4 days per week in the office (Philadelphia, PA). This position will require ability and willingness to travel, as needed, up to 50%. OVERVIEW: This role is an outstanding opportunity for you to gain experience investing across asset classes as part of a world class investment team. You will work with Investment Directors in all asset classes performing market research and manager due diligence. The role begins as a generalist and over time, as you reach the Investment Director level, you will develop specialization(s) based on your interests and skills. This position will develop long-term relationships with fund managers, peer investors, and other market participants. RESPONSIBILITIES: Investment Manager Due Diligence. Source and maintain a robust and creative pipeline of investment opportunities for potential inclusion in portfolios. Conduct due diligence on prospective opportunities, including analysis of investment strategy, process, organization, portfolio positions, and performance. Monitor and evaluate current portfolio positions, focused on organizational changes, performance, and risks of the invested fund managers. Market Analysis. Complete analytical reviews of strategies and asset classes. Stay abreast of market conditions and developments that may affect investment holdings and strategies. Contribute to Glenmede's thought leadership through published research. Firm Building. Assisting in building the team's reputation for professional excellence and credibility throughout the investment management community. Build a strong relationship network among investment funds and peers in a subset of investment verticals. Portray Glenmede and our clients as a desired investor to top-tier investment managers. Demonstrate by example high levels of ethics, professionalism, and teamwork. REQUIRED QUALFICATIONS: MBA, CFA, or equivalent work experience. Seven to ten years of relevant experience in an endowment, foundation or pension, asset management firm, investment company, bank or equivalent. PREFERRED QUALIFICATIONS: Strong quantitative and qualitative problem-solving and research abilities. Strong verbal and written communication skills, including comfort with public speaking. Ability to work both independently and within the team and across the organization in a collaborative manner. Ability to network externally. Proficiency in Excel and ability to learn new technology quickly. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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
    $119k-208k yearly est. Auto-Apply 26d ago
  • 2026 E&F Business Development Intern (Philadelphia)

    Glenmede Investment Management LP 4.6company rating

    Glenmede Investment Management LP job in Philadelphia, PA

    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. For further information, please visit ************************ Internship Program: Interns will have the opportunity for personal and professional development while gaining insight into future career opportunities within our firm. The 10-week program will run from June to August 2026 . Program highlights include networking events, a final group project, volunteer opportunities, social outings, and exposure to professionals in all areas of the business. The internship will be based out of our Philadelphia, PA location. This is a hybrid position, and the intern will be required to work in the office at least four days per week, or possibly more based on business needs. What You'll Gain: Hands-on Experience Skills Development Mentorship Career Insights OVERVIEW : Endowments & Foundations: Empowering our clients to achieve their mission and make a lasting impact. Every endowment and foundation has a distinct set of values and a defining mission. As a long-standing partner, we share in those values, fully align with your vision and work as one to bring you innovative investment and advisory solutions. With the same goals in mind, we will work together to help position your assets for growth and support your organization to deliver on its commitments. The Endowment & Foundation (E&F) team manages investments for non-profit organizations. As an OCIO (Outsourced Chief Investment Officer), the team works with Investment Committees, Boards of Trustees and staff to help organizations achieve their long-term investment objectives and grow the impact of the non-profits. RESPONSIBILITIES: Roles and responsibilities will vary based on the department; all interns are expected to support a wide range of activities, acting, and performing professionally. At the end of your internship, you will have exposure to the wealth and investment management businesses, a deeper level of experience in a particular area of focus, and experience working collaboratively alongside managers and specialists of all career levels. QUALIFICATIONS: Must be enrolled in a Bachelor's degree program and a rising senior, (graduating between May 2027-December 2027). We accept varying majors, business majors preferred. Excellent communication skills required. Self-motivated with proactive resolutions and a strong sense of responsibility and problem-solving. Demonstrated ability to carry out detailed work accurately and on time. Ability to work under pressure and meet deadlines. Detail oriented, ability to analyze. Ability to work within a team and on a self-directed basis. Proficient with Microsoft Office Suite, including Excel and PowerPoint. Must be authorized to work in the United States, without sponsorship, for the internship duration. Compensation: The hourly rate offered for this role is $30/hour for rising seniors. All communication will be sent via email. Please check your email and spam folder for updates. Applications for our 2026 Summer Internship Program will be accepted on a rolling basis until all the roles are filled. 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. **************************************************** ** 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-Hybrid
    $30 hourly Auto-Apply 42d ago
  • 2026 Wealth Advisory Intern (Wilmington)

    Glenmede Investment Management LP 4.6company rating

    Glenmede Investment Management LP job in Philadelphia, PA

    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. For further information, please visit ************************ Internship Program: Interns will have the opportunity for personal and professional development while gaining insight into future career opportunities within our firm. The 10-week program will run from June to August 2026 . Program highlights include networking events, a final group project, volunteer opportunities, social outings, and exposure to professionals in all areas of the business. The internship will be based out of our Wilmington, DE location. This is a hybrid position, and the intern will be required to work in the office at least three days per week, or possibly more based on business needs. What You'll Gain: Hands-on Experience Skills Development Mentorship Career Insights OVERVIEW: 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 partner with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. Wealth Advisory: Our Wealth Advisors offer comprehensive services tailored to meet the needs of each client, including expertise on family governance and educational programs, philanthropic guidance, fiduciary services, and administrative services. RESPONSIBILITIES: Roles and responsibilities will vary based on the department; all interns are expected to support a wide range of activities, acting, and performing professionally. At the end of your internship, you will have exposure to the wealth and investment management businesses, a deeper level of experience in a particular area of focus, and experience working collaboratively alongside managers and specialists of all career levels. QUALIFICATIONS: Must be enrolled in a Bachelor's degree program and a rising senior, (graduating between May 2027-December 2027). We accept varying majors, business majors preferred. Excellent communication skills required. Self-motivated with proactive resolutions and a strong sense of responsibility and problem-solving. Demonstrated ability to carry out detailed work accurately and on time. Ability to work under pressure and meet deadlines. Detail oriented, ability to analyze. Ability to work within a team and on a self-directed basis. Proficient with Microsoft Office Suite, including Excel and PowerPoint. Must be authorized to work in the United States, without sponsorship, for the internship duration. Compensation: The hourly rate offered for this role is $30/hour for rising seniors. All communication will be sent via email. Please check your email and spam folder for updates. Applications for our 2026 Summer Internship Program will be accepted on a rolling basis until all the roles are filled. 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. **************************************************** ** 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-Hybrid
    $30 hourly Auto-Apply 42d ago
  • Corporate Dining Coordinator (Temporary)

    Glenmede Trust Co 4.6company rating

    Glenmede Trust Co job in Philadelphia, PA

    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. OVERVIEW: The primary function of the Corporate Dining Coordinator is to assist the Chef in preparing and serving meals to prospects, clients and other guests while ensuring a positive client experience. This position will be in the office five days a week (Philadelphia, PA). The typical weekly hours of the team are Monday-Friday from 8:30 am - 4:00 pm. However, this role will have a schedule of 32-34 hours a week. During peak time periods, you will be required to work additional hours, including after-hour events. RESPONSIBILITIES: Dining Services Coordinator Support internal meetings, client lunches, and catered events by assisting with food service, setup, and cleanup. Maintain flexibility to adapt to changes and last-minute adjustments during events. Operate the Barista bar as needed, ensuring quality beverage service. Assist with restocking and maintaining the snack bar to ensure availability and presentation. Client Service Welcome and greet clients warmly and professionally to ensure they feel comfortable as a guest of Glenmede. Coordinate with internal staff to confirm that all client needs are met promptly and effectively. Communicate any client dietary preferences or changes to the Chef and Dining Coordinator to ensure accommodations are made. Meeting Preparation & Clean-up Set up meeting rooms and ensure proper cleanup after events. Maintain cleanliness and presentation standards for meeting rooms and client restrooms. Assist in managing inventory for supply closets and client rooms. Support dishwashing throughout the day and after lunch service. Assist the Chef in maintaining kitchen cleanliness, securing appliances, and ensuring equipment is in good working order. Provide baking assistance as needed. Firm Building Develop a strong understanding of Dining and Office Services functions, policies, and best practices. Participate in special projects and contribute to process improvements. Perform additional duties as assigned, ensuring compliance with company policies and procedures. REQUIRED QUALIFICATIONS: High School Diploma or equivalent. Experience in food preparation, service, and presentation. PREFERRED QUALIFICATIONS: Strong client-focused demeanor with excellent interpersonal skills. Ability to prioritize and organize multiple tasks in a fast-paced environment. Excellent verbal and written communication skills. Proficiency in Microsoft Outlook; familiarity with CRM systems such as Salesforce is a plus. Previous barista experience is helpful. 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. **************************************************** ** 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-Onsite
    $37k-51k yearly est. Auto-Apply 19d ago
  • Tax Management Associate

    Glenmede 4.6company rating

    Glenmede job in Philadelphia, PA

    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 (3-4 days in the office during busy times). OVERVIEW: The primary function of the Management Associate is to assist and support the Tax Director and Fiduciary Tax Manager with daily management of the Fiduciary Tax Outsource engagement, tax and account administration, compliance requirements, and other functions as required to ensure excellent relationships with clients and business partners and success with firm wide initiatives. RESPONSIBILITIES: Relationship Management and Client Service. Independently handle certain complex to moderately complex client (internal and/or external clients) inquiries as part of the Tax team. Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed. Respond to situations that arise when other team members are out of the office. Act as initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required. Coordinate with investment, Private Wealth, E&F or other departments to ensure deadlines are met. Outsource Engagement Administration. Develop a strong knowledge of administrative, tax, and IRS filing aspects of fiduciary accounts, including functions, policies, procedures, and best practices related to the daily management of the Fiduciary Tax Outsource engagement. Develop key knowledge of support systems underlying such accounts. (Global Plus, Salesforce, OneSource and Advisor Connect). Become a subject matter expert on all aspects of basic tax duties including check requests, EFTPS payments, routine and semi-complex client requests and any other functions essential to the basic management of client accounts and demonstrate the ability to perform all duties without oversight. Coordinate with Private Wealth and other internal/external business partners until transactions or matters are resolved to full completion. Complex Analysis, Intermediate Tax Reporting Preparation and Project Initiatives. Become familiar with fiduciary tax preparation to assist tax advisors with client tax matters. Review and maintain OneSource data for specific transaction types. Implement client elections for paperless tax reporting on OneSource. Participate in special projects and firm-wide initiatives to foster understanding of multidisciplinary wealth management practice areas, effective working relationships with colleagues and peers and to develop presentation skills. Firm Building. Assist and train others, as needed, and perform other duties and responsibilities as assigned. REQUIRED QUALIFICATIONS: * Bachelor's degree required. * 1-3 years of experience in financial or accounting services, preferably including some knowledge of taxation. PREFERRED QUALIFICATIONS: * Knowledge of trust accounting and investment systems strongly preferred. * Superior team orientation. * Advanced knowledge of Microsoft Office. * Self-starter with a great deal of initiative. * Full understanding of client privacy and confidentiality. * Excellent verbal and written communication skills. * Demonstrated competence in the following: organizational and problem-solving skills. * Ability to work well under time pressure, * Consistent accuracy and attention to detail. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** 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-Hybrid
    $79k-124k yearly est. 6d ago
  • Investment Analyst- Manager Research Group

    Glenmede 4.6company rating

    Glenmede job in Philadelphia, PA

    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. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). OVERVIEW: This Investment Analyst position is part of the Manager Research Group (MRG), a team responsible for monitoring and sourcing public market investments through external managers and vehicles for our clients. This individual will primarily be responsible for assisting the group with manager searches, analysis, market research, and ongoing monitoring of investments for our clients. Additionally, this individual will develop and maintain industry relationships and may be asked to represent the MRG or the firm internally or externally. RESPONSIBILITIES: Research & Analysis * Assist in conducting searches for new investments for inclusion in client portfolios, via qualitative and quantitative analysis. * Monitor existing managers to ensure the investment proposition is still attractive and risks are within expectations. Quarterly Updates & Reporting * Compile quarterly updates from each investment firm and maintain an internal database. This may include running portfolio attribution reports, performance estimates and positioning for managers on the platform. * Produce analysis and content for client reporting, investment recommendations, and ad hoc reporting. MRG Team Support * Assist with preparation of the Manager Research Investment Committee materials on monthly basis. * Assist in scheduling investment meetings with current and prospective investment firms. This will involve handling inbound and outbound calls, calendar management/meeting scheduling, developing an understanding of potential investment strategies, recording information in MRG's research database and providing updates. Relationship Management Support * Respond to ad-hoc requests from the firm's relationship managers and specialists as well as other members of the team. * Assist with providing client service in response to both internal and external requests. Firm Building * Active engagement in department-specific and firm-wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. * Contribute to the advancement of team, office, and business capabilities. * Participate in ad hoc projects requested by management. REQUIRED QUALIFICATIONS: * Bachelor's degree, preferably in economics or finance * 0-2 years of work experience, at least one internship in financial services or a related field PREFERRED QUALIFICATIONS: * Passionate about investing; deep knowledge of financial markets * Proficient in Microsoft Word, PowerPoint, and Excel * Detail-oriented with the ability to effectively prioritize time and manage multiple tasks * Strong written and oral communication skills * Strong analytical and investigative skills * Excellent client service orientation, responds to requests promptly * Ability to interact with other team members on shared goals and objectives * Ability and willingness to travel as needed Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** 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-Hybrid
    $88k-149k yearly est. 20d ago
  • Management Associate, Alternative Investments Fund Accountant

    Glenmede Trust Co 4.6company rating

    Glenmede Trust Co job in Philadelphia, PA

    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. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). OVERVIEW The primary function of the Management Associate, Alternative Investments Fund Accountant is to be a key contributor on a team performing fund accounting and administration responsibilities for Glenmede client private equity and hedge fund investments. The role also supports the day-to-day administration and annual audit of the Glenmede Private Investment Funds along with fielding various inquiries from client service and portfolio management teams. RESPONSIBILITIES: Fund Accounting & Administration. Coordination and review of monthly/quarterly valuations for Glenmede's private equity & hedge fund-of-funds vehicles. Daily processing of capital calls and distributions for client-held private investments. Manage cash forecasting for private equity funds to meet liquidity needs and provide recommendations on capital calls and distributions. Reconcile private investment positions across internal systems. Audit and Tax Engagement Support. Assist with deliverables related to tax filings for alternative investment products. Partner with external administrator on preparation of quarterly work-papers and issuance of year-end financials in connection with annual US GAAP audit. Private Investment Client Service. Support various internal reporting and data requests from investment teams. Address queries from Relationship Managers on behalf of clients invested in private equity & hedge funds. Contribute to projects focused on improving productivity and implementing technology solutions for alternative assets. Firm Building. Active engagement in department-specific and firm-wide initiatives to expand capabilities, create solutions to address unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position. REQUIRED QUALIFICATIONS: Bachelor's degree in accounting or finance 2+ years of internship, co-op, and/or working experience in financial services or related role PREFERRED QUALIFICATIONS Fund Accounting experience supporting private equity and hedge fund vehicles Strong interpersonal skills, including clear verbal and written communication Experience using investment systems that support partnership accounting Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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-Hybrid
    $79k-124k yearly est. Auto-Apply 43d ago
  • Investment Analyst- Manager Research Group

    Glenmede Investment Management LP 4.6company rating

    Glenmede Investment Management LP job in Philadelphia, PA

    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. This position will operate in a hybrid work environment, 3 days per week in the office ( Philadelphia, PA ). OVERVIEW: This Investment Analyst position is part of the Manager Research Group (MRG), a team responsible for monitoring and sourcing public market investments through external managers and vehicles for our clients. This individual will primarily be responsible for assisting the group with manager searches, analysis, market research, and ongoing monitoring of investments for our clients. Additionally, this individual will develop and maintain industry relationships and may be asked to represent the MRG or the firm internally or externally. RESPONSIBILITIES: Research & Analysis Assist in conducting searches for new investments for inclusion in client portfolios, via qualitative and quantitative analysis. Monitor existing managers to ensure the investment proposition is still attractive and risks are within expectations. Quarterly Updates & Reporting Compile quarterly updates from each investment firm and maintain an internal database. This may include running portfolio attribution reports, performance estimates and positioning for managers on the platform. Produce analysis and content for client reporting, investment recommendations, and ad hoc reporting. MRG Team Support Assist with preparation of the Manager Research Investment Committee materials on monthly basis. Assist in scheduling investment meetings with current and prospective investment firms. This will involve handling inbound and outbound calls, calendar management/meeting scheduling, developing an understanding of potential investment strategies, recording information in MRG's research database and providing updates. Relationship Management Support Respond to ad-hoc requests from the firm's relationship managers and specialists as well as other members of the team. Assist with providing client service in response to both internal and external requests. Firm Building Active engagement in department-specific and firm-wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Contribute to the advancement of team, office, and business capabilities. Participate in ad hoc projects requested by management. REQUIRED QUALIFICATIONS: Bachelor's degree, preferably in economics or finance 0-2 years of work experience, at least one internship in financial services or a related field PREFERRED QUALIFICATIONS: Passionate about investing; deep knowledge of financial markets Proficient in Microsoft Word, PowerPoint, and Excel Detail-oriented with the ability to effectively prioritize time and manage multiple tasks Strong written and oral communication skills Strong analytical and investigative skills Excellent client service orientation, responds to requests promptly Ability to interact with other team members on shared goals and objectives Ability and willingness to travel as needed Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ 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 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. **************************************************** ** 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-Hybrid
    $88k-149k yearly est. Auto-Apply 21d ago

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