Lead, Fiduciary Administration & Trust Ops

Glenmede; Philadelphia (Philadelphia County); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health benefits

401k match

Tuition reimbursement

Commuter benefits

Parental leave

Job summary

Glenmede in Philadelphia seeks a Fiduciary Administration Practice Lead to oversee trust and post-death administration for high-net-worth clients. The role combines people leadership with SME responsibilities, coordinating with Wealth Advisory, Estate Settlement, Tax, and Legal teams in a hybrid office setting three days a week.

You will lead a team delivering fiduciary services, implement best practices, manage outside counsel, and guide post-death transitions while maintaining focus on client

Qualifications

• Bachelor’s degree in law, finance, or related field.
• 10+ years of experience in a law firm, financial services trust department, or trust company.
• Deep knowledge of trust and estate administration, probate, and private wealth management.
• Understanding of fiduciary income tax, gift tax, and GST tax concepts.
• Familiarity with directed trust and delegated trust models, particularly those governed by Delaware law.
• Prior experience managing a team.

Responsibilities

• Lead a team that delivers administrative and operational support to client-facing relationship teams in Private Wealth.
• Develop and implement best practices and consistent administration procedures across Glenmede’s footprint.
• Serve as a centralized resource for Relationship Managers, Estate Settlement, Tax, LARC, and clients to develop and execute administration plans.
• Clearly communicate trust terms and administration impacts to Wealth Advisory teams, clients, and advisors to support informed decision-making.
• Oversee outside counsel engagements and coordinate engagement letter review with Glenmede Legal Counsel.
• Coordinate with Special Assets on real estate, life insurance, tangible property, valuations, appraisals, and related service providers.

Skills

Leadership

Estate Administration

Tax Knowledge

Delaware Law

Team Management

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Glenmede in Philadelphia seeks a Fiduciary Administration Practice Lead to oversee trust and post-death administration for high-net-worth clients. The role combines people leadership with SME responsibilities, coordinating with Wealth Advisory, Estate Settlement, Tax, and Legal teams in a hybrid office setting three days a week.

You will lead a team delivering fiduciary services, implement best practices, manage outside counsel, and guide post-death transitions while maintaining focus on client