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Practice Lead, Fiduciary Administration at Glenmede

Setup
Hybrid
Location
Philadelphia, Pennsylvania
Type
Full-time
Level
lead/mgmt
Posted

Description

Glenmede is hiring a Fiduciary Administration Practice Lead to lead administrative and operational support for Private Wealth relationship teams and serve as a trust administration subject matter expert. The role oversees centralized post-death settlement administration, develops administration plans, coordinates with Wealth Advisory, Estate Settlement, Tax, Legal, and other teams, manages outside counsel engagements, and supports family and advisor relationships during post-death trust transitions. The position requires a bachelor’s degree, at least 10 years of related experience, trust and estate administration expertise, tax knowledge, and prior team-management experience, and operates in a hybrid environment with three office days per week in Philadelphia, Pennsylvania.

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