Wealth Management Rotations: Fast-Track 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

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.