Fiduciary Administration Practice Lead | Hybrid Philly

Glenmede Trust Company; Philadelphia (Philadelphia County); Ibrido; USD 150.000 - 230.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

HSA contributions

Voluntary benefits

Commuter benefits

Paid time off

Descrizione del lavoro

Glenmede invites applications for a Practice Lead, Fiduciary Administration based in Philadelphia. The role guides fiduciary administration for private wealth clients, leads a dedicated team, and collaborates with Wealth Advisory, Estate Settlement, Tax, and Legal teams to ensure timely, compliant post‑death administration.

The position supports a hybrid work arrangement (3 days in the office) and requires deep trust and estate administration experience, strong leadership, and a commitment to

Competenze

• 10+ years in a law firm, financial services trust dept, or trust company.
• Deep knowledge of trust/estate administration, probate, private wealth.
• Understanding fiduciary income tax, gift tax, GST tax concepts.
• Delaware fiduciary law familiarity preferred.
• Experience leading a team.

Mansioni

• Lead a team delivering fiduciary administration support to client teams.
• Develop and implement best practices across Glenmede’s footprint.
• Coordinate with Wealth Advisory, Estate Settlement, Tax, and Legal teams.
• Clearly communicate trust terms and administration impacts to stakeholders.
• Coordinate with estate planning counsel and accountants.
• Oversee outside counsel engagements and letters with Legal.
• Coordinate with Special Assets on related assets and valuations.

Conoscenze

Team management

Trust & estate administration

Communication

Client service

Attention to detail

Formazione

Paralegal certification

Strumenti

Microsoft Office

Descrizione del lavoro

Glenmede invites applications for a Practice Lead, Fiduciary Administration based in Philadelphia. The role guides fiduciary administration for private wealth clients, leads a dedicated team, and collaborates with Wealth Advisory, Estate Settlement, Tax, and Legal teams to ensure timely, compliant post‑death administration.

The position supports a hybrid work arrangement (3 days in the office) and requires deep trust and estate administration experience, strong leadership, and a commitment to