Fiduciary Oversight Specialist - Philadelphia, PA, US
2 days ago
Job description
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 workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede's policy on equal employment opportunity, please visit
** 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
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