Board Liaison and Program Manager

Glenmede; Philadelphia, Northern (Philadelphia County, KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits with HSA

Commuter benefits

Paid time off

Parental leave

Job summary

Glenmede, a trusted private wealth and investment firm, seeks a Board Liaison and Program Manager in Philadelphia. The role spans board relations, meeting logistics, and cross‑functional coordination within the Corporate Secretary Office, Legal & Compliance.

Strong collaboration with executives and directors is essential. You will manage meeting materials, calendars, director travel, and vendor relationships while supporting IT and data management initiatives.

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• 3+ years of relevant experience.
• Advanced knowledge of Microsoft Office.

Responsibilities

• Assist with planning for Board and Committee meetings by working with the Corporate Secretary (CS) and Executive Team.
• Build and proof Board and Committee agenda books in the Diligent portal. Utilize other portal functions as needed such as Questionnaires, Voting, and Calendar.
• Coordinate all calendaring, including the scheduling of internal planning meetings.
• Manage Board meeting logistics. Duties include coordinating with internal presentation teams (management and staff), Dining/Office Services, preparation of Director itineraries, and day of meeting support.
• Coordinate all technology for virtual and hybrid Board and Committee meetings.
• Assist directors with technology requests, working with the Help Desk as needed.
• Coordinate follow up tasks for all Board related activities.
• Coordinate director travel arrangements and associated expense management.
• Manage the Director compensation process, including drafting fee statements and coordinating payments with accounting.
• Develop understanding of the policies and procedures of the Office of the Corporate Secretary and coordinate and draft updates, as needed.
• Contribute to the development and management of Office of the Corporate Secretary and Legal department’s information technology, data and document management systems development.
• Provide support in the management of outside legal vendor relationships and associated expense management.
• 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.

Skills

Interpersonal and communication skills

Independent and proactive

Organizational and problem-solving

Team coordination

Confidentiality

Education

Bachelor’s degree preferred or equivalent experience

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Board Liaison and Program Manager

Full Time Exempt Professional Philadelphia, PA, US

3 days ago Requisition ID: 1419

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 position acts as an integral team member in the Office of the Corporate Secretary, within the company’s Legal & Compliance department, focused on managing meetings and materials for the Company’s Board of Directors. The role includes both board relations and internal team coordination and strategic development.

RESPONSIBILITIES:

Board and Committee Meetings

• Assist with planning for Board and Committee meetings by working with the Corporate Secretary (CS) and Executive Team to:
• Build and proof Board and Committee agenda books in the Diligent portal. Utilize other portal functions as needed such as Questionnaires, Voting, and Calendar.
• Coordinate all calendaring, including the scheduling of internal planning meetings.
• Manage Board meeting logistics. Duties include coordinating with internal presentation teams (management and staff), Dining/Office Services, preparation of Director itineraries, and day of meeting support.
• Coordinate all technology for virtual and hybrid Board and Committee meetings.
• Assist directors with technology requests, working with the Help Desk as needed.
• Coordinate follow up tasks for all Board related activities.
• Coordinate director travel arrangements and associated expense management.
• Manage the Director compensation process, including drafting fee statements and coordinating payments with accounting.

Program Management

• Develop understanding of the policies and procedures of the Office of the Corporate Secretary and coordinate and draft updates, as needed.
• Contribute to the development and management of Office of the Corporate Secretary and Legal department’s information technology, data and document management systems development.
• Provide support in the management of outside legal vendor relationships and associated expense management.

Firm Building

• 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 preferred or equivalent experience required.
• 3+ years of relevant experience.
• Advanced knowledge of Microsoft Office.

PREFERRED QUALIFICATIONS:

• Experience with Diligent Board portal functions is preferred but not required.
• Strong interpersonal and communication skills with Directors and other external contacts.
• Ability to work independently and as a team member, be proactive and self-motivated.
• Proven organizational and problem-solving skills.
• Proven ability to work well under pressure with attention to detail.
• Maturity and proven respect for confidentiality.
• Excellent written and oral communication skills with proven ability to present, write, edit, and organize thoughts in a clear, concise, and well-organized manner.

Our Benefits Overview:

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available

-Company subsidized commuter benefits

-Generous paid time off, including parental leave

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/ .

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.