Fiduciary Administration Practice Lead | Hybrid Philly

Glenmede Trust Company

Philadelphia (Philadelphia County)

Hybrid

USD 150,000 - 230,000

Full time

4 days ago
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Benefits offered by this job

Health benefits
HSA contributions
Voluntary benefits
Commuter benefits
Paid time off

Job summary

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

Qualifications

  • 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.

Responsibilities

  • 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.

Skills

Team management
Trust & estate administration
Communication
Client service
Attention to detail

Education

Paralegal certification

Tools

Microsoft Office

Job description

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

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