Fiduciary Administration Practice Lead | Hybrid in Philadelphia

Glenmede; Philadelphia (Philadelphia County); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health benefits

Voluntary benefits

Commuter benefits

Paid time off

Parental leave

Job summary

Glenmede seeks a Practice Lead in Fiduciary Administration in Philadelphia to lead fiduciary support for private wealth clients. The role oversees post-death trust administration and coordinates with Wealth Advisory, Estate Settlement, Tax and Legal teams to ensure timely, clear administration.

Ideal candidates bring 10+ years in trust/estate work, paralegal certification, and strong leadership. Hybrid work arrangement with three in-office days per week in Philadelphia.

Qualifications

• 10+ years in law firm, financial services trust, or trust company.
• Deep knowledge of trust and estate administration, probate and private wealth.
• Understanding of fiduciary income tax, gift tax, GST tax concepts.
• Experience managing a team, overseeing fiduciary matters.

Responsibilities

• Lead a team delivering administrative and operational support to client-facing wealth teams.
• Develop and implement standardized fiduciary administration procedures.
• Coordinate with Wealth Advisory, Estate Settlement, Tax and Legal teams.
• Communicate trust terms and administration impacts to stakeholders.
• Oversee engagements with outside counsel and real estate/tax service providers.

Skills

Team leadership

Trust & estate administration

Client service

Communication

Fiduciary tax concepts

Education

Paralegal certification

Tools

Microsoft Office

Job description

Glenmede seeks a Practice Lead in Fiduciary Administration in Philadelphia to lead fiduciary support for private wealth clients. The role oversees post-death trust administration and coordinates with Wealth Advisory, Estate Settlement, Tax and Legal teams to ensure timely, clear administration.

Ideal candidates bring 10+ years in trust/estate work, paralegal certification, and strong leadership. Hybrid work arrangement with three in-office days per week in Philadelphia.