Product Associate

Glenmede Trust Company; Philadelphia (Philadelphia County); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health benefits

Voluntary benefits

Commuter benefits

Paid time off

Job summary

Glenmede Trust Company is seeking a Product Associate to support client and employee platform experiences in a hybrid role based in Philadelphia, PA. You will work with Platform Leads, stakeholders and technology partners to translate business needs into clear requirements, user stories, and test plans.

The ideal candidate brings hands-on experience with client platforms such as Salesforce/CRM, client portals, and workflow tools, plus an interest in AI-enabled capabilities to improve service

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 2-4 years of business analysis, product management or platform delivery.
• Strong collaboration with stakeholders across departments and levels.
• Ability to gather requirements, document processes, and communicate with business and tech.
• Advanced analytical, organizational, and problem-solving skills.

Responsibilities

• Support Platform Leads through discovery, analysis, and implementation of concurrent initiatives.
• Partner with Stakeholders on discovery activities, workflow review, process mapping, and future-state documentation.
• Translate business needs into user stories, processes, and test scenarios.
• Clarify requirements and remove blockers across business and technical teams.
• Support iterative design with user acceptance testing and feedback collection.
• Drive adoption through training and metrics reporting.
• Strengthen Salesforce data model with cleanup and controls.
• Assist with AI use cases and validating outputs.

Skills

Collaboration

Analytical

Requirements gathering

Prioritization

Digital platforms

AI capabilities

Education

Bachelor’s degree

Tools

Salesforce

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.

Product Associate

Full Time Exempt Philadelphia, PA, US

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.

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

OVERVIEW:

Glenmede is seeking a Product Associate to support the Client and Employee platform experience. This role will work closely with Platform Leads, business stakeholders, technology partners, and external vendors to translate business needs into clear requirements, process documentation, user stories, testing plans, and adoption insights.

The ideal candidate brings hands‑on with client centric platforms such as Salesforce or other CRM solutions, client portals, advisor desktop tools, workflow automation platforms, or similar financial services technology. The role requires strong curiosity about how data, process, user experience, and AI‑enabled capabilities can improve service delivery, reduce friction, and support scalable operating practices.

RESPONSIBILITIES:

Client and Employee Platform Support

• Support Platform Leads through the discovery, analysis, and implementation of concurrent initiatives.
• Partner with Stakeholders on discovery activities, including stakeholder interviews, workflow review, process mapping, feedback analysis, and current-state/future-state documentation.

Product Management

• Translate business needs into clear artifacts such as user stories with acceptance criteria, process flows, journey maps, decision logs, requirements, and test scenarios.
• Assist Platform Leads in the delivery of initiatives bridging business teams and technical efforts clarifying requirements, documenting dependencies, and removing blockers

Change Management

• Support an iterative design lifecycle with user acceptance testing, validation, and collecting user feedback.
• Drive Change Management and user adoption through trainings metric‑backed adoption reporting.
• Strengthen the data model of Salesforce and related systems including clean up, oversight, and controls.

Firm Building

• Assist with AI implementation by identifying use cases, defining business value, and validating outputs.
• Carry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practices.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree or equivalent professional experience.
• 2-4 years of business analysis, product management or platform delivery.
• Strong collaboration skills and professional presence with stakeholders across departments and levels.
• Ability to gather requirements, document processes, translate stakeholder input into actionable deliverables, and communicate clearly with both business and technology audiences.
• Advanced analytical, organizational, and problem‑solving skills with close attention to detail.
• Ability to manage multiple priorities and see projects through discovery, delivery, testing, and adoption.
• Interest in digital platforms, data quality, process improvement, and emerging AI capabilities.
• Experience with client platforms such as Salesforce/CRM, client portals, financial advisor data is a plus.

PREFERRED QUALIFICATIONS:

• Experience in Private Wealth, Asset Management, Financial Services, or similar client‑service environment.
• Salesforce/CRM experience, including familiarity with core concepts, data models, reporting, and workflows.
• Familiarity with AI‑enabled tools, automation, data analytics, and/or prompt‑based productivity tools.
• Experience with agile methodology, user stories, refinement, sprint ceremonies, or product delivery rituals.
• Experience supporting vendor and internal integrations including adoption measurement, training materials, change management, or vendor coordination.
• Ability to create executive‑ready project updates, and concise summaries for leadership review.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://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 visit https://www.glenmede.com/equal-opportunity-employer/ .