Wealth Advisory Associate: Client Impact & Growth

Glenmede; Philadelphia (Philadelphia County); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

HSA contributions

401k match

Tuition reimbursement

Commuter benefits

Parental leave

Paid time off

Job summary

Glenmede is seeking a Management Associate to support Relationship Managers, Wealth Advisors and Fiduciary Specialists in client service, trust and account administration. The role includes compliance, coordinating meetings, and contributing to firm initiatives in a hybrid Philadelphia office.

You will build knowledge in wealth management topics, assist with daily transactions, and develop presentations while maintaining privacy and high standards of accuracy.

Qualifications

• Bachelor’s degree in accounting, finance or related field.
• 1–3 years of experience in financial services, preferably fiduciary.
• Advanced degree (JD, MBA) preferred.
• Knowledge of trust accounting and investment systems helpful.
• Strong Microsoft Office skills and client confidentiality.

Responsibilities

• Independently handle routine to moderately complex client inquiries with relationship management support.
• Prepare presentations for meetings and coordinate with investment, tax or other departments.
• Maintain client information in the CRM per firm best practices.
• Assist with administrative duties and transition relationships as needed.

Skills

Communication

Organizational skills

Problem solving

Attention to detail

Team orientation

Self-motivation

Confidentiality

Education

Bachelor’s degree in accounting or finance

Advanced degree (JD, MBA) preferred

Tools

Global Plus

Salesforce

Wealth View

Microsoft Office

Job description

Glenmede is seeking a Management Associate to support Relationship Managers, Wealth Advisors and Fiduciary Specialists in client service, trust and account administration. The role includes compliance, coordinating meetings, and contributing to firm initiatives in a hybrid Philadelphia office.

You will build knowledge in wealth management topics, assist with daily transactions, and develop presentations while maintaining privacy and high standards of accuracy.