Private Wealth Rotational Program

Glenmede; Philadelphia (Philadelphia County); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health benefits

HSA contributions

Voluntary benefits

Commuter benefits

Paid time off

Parental leave

Job summary

Glenmede, headquartered in Philadelphia, invites applications for its Private Wealth Rotational Program in Philadelphia. This two-year, full-time program features three 8-month rotations across Wealth Planning, Wealth Advisory & Administration, and Portfolio Management, with on-the-job learning and mentorship.

Ideal candidates are pursuing a bachelor’s degree with a Spring 2027 graduation and have less than 2 years of experience.

Qualifications

• Pursuing a bachelor’s degree with graduation date Spring 2027 at the latest.
• Program start date Summer 2027.
• Less than 2 years of professional experience.

Responsibilities

• Support relationship managers in delivering an exceptional client experience.
• Gain knowledge through rotations by taking on meaningful projects.
• Collaborate with cross-functional teams to drive business results.
• Develop understanding of Glenmede’s systems, operations and culture.
• Present learnings to leadership at each rotation.
• Participate in workshops and leadership training.

Skills

Communication skills

Interpersonal skills

Organizational skills

Multitasking

Self-motivation

Written and verbal communication

Education

Pursuing bachelor’s degree

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.

Private Wealth Rotational Program

Full Time Exempt Professional Philadelphia, PA, US

2 days ago Requisition ID: 1411

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.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

OVERVIEW:

If you enjoy building relationships and have a passion for client service and wealth management, then we have the role for you. Joining our rotational development program means you will be joining a team committed to building client relationships, delivering proactive advice and making a meaningful impact on the lives of the clients we serve. This structured two-year program is designed to provide comprehensive exposure to various functions within our Private Wealth business, equipping you with the skills needed to build a successful career in wealth management. The rotational development program is intended to fast-track your growth through diverse rotational experiences, mentorship, and professional development.

PROGRAM OVERVIEW:

• 2-year program consisting of three 8-month rotations:
  • Wealth Planning
  • Wealth Advisory & Administration
  • Portfolio Management
• Development through on-the-job learning during each rotation, mentoring and formal development offerings
• All rotations are based at our corporate headquarters in Philadelphia, PA

RESPONSIBILITIES:

• Support relationship managers in delivering an exceptional client experience through the delivery of Goals-Based Wealth Management services.
• Gain in-depth knowledge and hands on experience in each rotation by taking on meaningful projects and responsibilities.
• Collaborate with cross-functional teams to support strategic initiatives and drive business results.
• Develop a comprehensive understanding of Glenmede’s systems, operations, processes and culture.
• Present key learnings and progress to leadership teams at the end of each rotation.
• Participate in professional development workshops and leadership training.

All assignments will build the associate’s key skills and competencies, including:

Learning the Business.

Build knowledge and understanding of key functions, processes, and services at Glenmede. Examples include understanding Glenmede’s fiduciary responsibilities, investing philosophy, client engagement strategy, business development approach and systems.

Building Connections

Take action to establish and maintain connections with individuals outside one’s formal work group, including peers, cross functional partners, and vendors who are willing and able to provide the information, ideas, expertise, and/or influence needed to achieve work goals.

Managing Priorities

Manage or contribute to multiple initiatives with varying timelines, degrees of complexity, and stakeholders from inception through completion.

Firm Building.

Take an engaged role in firm-wide and Private Wealth initiatives and projects, including technology integration, enhanced client service and increased productivity; take responsibility for implementing recommendations.

REQUIRED QUALIFICATIONS:

• Pursuing a bachelor’s degree with a graduation date of Spring 2027 at the latest.
• Program start date of Summer 2027.
• Less than 2 years of professional experience.

PREFERRED QUALIFICATIONS:

• Internship in wealth management or wealth planning strongly preferred.
• Excellent communication and interpersonal skills for engaging with high-net-worth clients and internal teams.
• Excellent organizational skills and the ability to multitask.
• Genuine interest in wealth management with a strong desire in building long-term client relationships.
• Self-motivated and eager to learn different areas of the Private Wealth business.
• Proficiency with Microsoft Office and ability to adapt to IT applications as needed.
• Strong written and verbal communication skills.
• Basic knowledge of wealth management is essential to the role.

What can set you apart:

• Demonstration of working with others as part of a cohesive unit to help an organization achieve its goals, service clients and create a positive work environment.
• Having a commitment to continuous personal improvement and being open to new ideas and new ways of doing things.
• Bringing a positive, but grounded, view to opportunities and challenges. Believing goals can be achieved through discipline, teamwork and effort.
• Remaining composed and focused under pressure and using challenges as opportunities to grow and improve.
• Doing the right thing and doing things right – Staying focused on consistently achieving goals and delivering high-quality outcomes.
• Having the self-awareness and confidence to collaborate with others to deliver the best possible outcomes for clients, the firm, your team and stakeholders.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visithttp://www.glenmede.com .

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 visithttps://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.