Jobs at Glenmede

Manage private wealth client relationships through integrated wealth management advice, fiduciary administration, trust and investment account oversight, and client communications. Prepare wealth plans, trust reviews, and recommendations; coordinate with attorneys, CPAs, portfolio managers, and other advisors. Support business development, referrals, staff supervision, fiduciary compliance, and firm-wide initiatives.

Conduct fundamental research on large-cap companies, analyzing financial statements, valuations, industries, and market trends. Support portfolio construction, rebalancing, tax-loss harvesting, risk monitoring, performance attribution, and compliance for private wealth equity portfolios and separately managed accounts. Prepare investment communications, strategy reviews, and client materials while partnering with portfolio managers and leadership. Use FactSet, Bloomberg, AI-enabled tools, and CRIMS to develop investment insights and manage portfolio exposures.

Leads strategic finance, financial modeling, growth analysis, compensation design, and annual compensation administration. Partners with the COO, Finance, HR, and senior business leaders to support resource allocation, incentive programs, executive decisions, and KPI reporting. Manages one direct report and serves as a cross-functional finance and compensation subject matter expert.

Leads Glenmede’s sustainable investing platform, including investment frameworks, manager research support, client advisory, business development, thought leadership, and external representation. Develops and manages the Sustainable Investing team, institutional governance, training resources, and cross-functional initiatives. Partners with investment, relationship management, marketing, legal, and business development teams to align sustainable investment capabilities with client objectives and firm priorities.

Supports private wealth portfolio management and investment-management activities for high-net-worth families. The internship provides exposure to portfolio construction, implementation, daily oversight, client service, and holistic wealth management. Interns collaborate with professionals across the firm, complete detailed work, meet deadlines, and participate in development, networking, and group-project activities. The role is hybrid in Wilmington, Delaware, requiring at least three office days weekly.

Participate in a 10-week private wealth management internship supporting portfolio management and wealth advisory activities. Interns gain exposure to investment management, portfolio construction, client service, family governance, philanthropic guidance, and fiduciary services while collaborating with professionals and completing development activities. The role is based in Cleveland and requires working onsite up to five days per week.

Supports business development by researching prospects, identifying influencers, maintaining Salesforce records, sourcing sales opportunities, and arranging meetings for Business Development Officers. Conducts outbound calls and emails, shares relevant financial materials, analyzes prospect and profitability data, supports events and presentations, prepares new business documentation, and contributes to firm-wide initiatives. The role develops foundational prospecting, sales, and client development skills within wealth management.

Participate in a 10-week hybrid wealth advisory internship, gaining exposure to private wealth and investment management. Support departmental activities, collaborate with professionals, develop analytical and communication skills, and contribute to client-focused work. Interns receive mentorship, networking opportunities, professional development, and experience with wealth management services.

Reviews federal and state fiduciary income tax returns for trust entities, evaluates filing requirements, and advises clients on fiduciary tax matters. Responsibilities include reviewing investment account transactions, calculating tax estimates, supporting year-end and 65-day election planning, responding to tax authority notices, monitoring tax law changes, and communicating guidance to clients and internal teams. The role also contributes to process improvements and special projects.

Supports client and employee platform initiatives by gathering requirements, documenting workflows, creating user stories and testing plans, coordinating stakeholders and technology partners, supporting user acceptance testing, driving adoption, improving Salesforce data quality, and assisting with AI use-case implementation and validation.

Supports Glenmede’s Endowment & Foundation portfolio management and advisory team during a 10-week summer internship. Gains exposure to investment and wealth management, assists with client-facing and analytical activities, completes detailed work, collaborates with managers and specialists, and participates in networking, mentorship, volunteer, and group project opportunities.

Supports the Tax Director and Fiduciary Tax Manager with fiduciary tax outsourcing, client service, account administration, IRS filing processes, tax payments, reporting preparation, and tax-related projects. Handles client inquiries, coordinates with internal and external partners, maintains OneSource data, implements paperless tax reporting elections, and assists with training and firm-wide initiatives.

Provides proactive administrative support to multiple senior executives by managing complex calendars, meetings, travel, expenses, correspondence, confidential information, and office operations. Coordinates meeting materials, resolves scheduling and travel issues, supports executive communications, provides backup coverage to administrative colleagues, and contributes to firm-wide initiatives. The role requires discretion, sound judgment, strong organization, polished communication, and the ability to work independently in a fast-paced hybrid environment.

The Wealth Planning Intern will gain hands-on experience supporting private wealth and investment management activities. Responsibilities include assisting with financial planning deliverables related to estate planning, taxes, insurance, retirement, budgeting, and investments. The intern will collaborate with managers and specialists, participate in professional development activities, and work in a client-facing, team-oriented environment. This is a 10-week hybrid internship based in Philadelphia, requiring at least three days per week in the office.

Coordinates Board and Committee meetings, agendas, logistics, technology, director travel, expenses, compensation, and follow-up activities. Supports Corporate Secretary policies, legal department technology and document-management initiatives, outside legal vendor relationships, special projects, and process improvements. Requires strong organization, communication, confidentiality, and problem-solving skills in a hybrid Philadelphia office environment.

Supports portfolio managers, relationship managers, and investment specialists with portfolio analysis, asset allocation, portfolio construction, client service, account administration, reporting, presentations, compliance, and investment research. The role handles client communications, reviews investment-related reports, coordinates across wealth management teams, and participates in investment meetings and firm initiatives while developing expertise in private wealth and goals-based investment management.

Supports broad HR activities including recruiting, onboarding, employee engagement, HR operations, administrative processes, total rewards analytics, and special projects. The intern will help optimize HR processes, improve employee experience, manage multiple priorities, and collaborate with HR and business teams in a wealth management environment.

Ten-week Wealth Advisory Internship providing exposure to private wealth and investment management. Interns support varied departmental activities, collaborate with professionals, develop financial and analytical skills, and gain client-facing experience through mentorship and hands-on projects. The hybrid role requires working from the Princeton office at least three days weekly. Candidates must be rising seniors with strong communication, problem-solving, teamwork, attention to detail, Microsoft Office proficiency, and U.S. work authorization without sponsorship.

Supports private wealth and investment management activities, with exposure to portfolio management, investment oversight, client service, wealth advisory, family governance, philanthropy, fiduciary services, and administrative services. Interns collaborate with managers and specialists, complete detailed work, contribute to projects, and develop client-facing, analytical, communication, and problem-solving skills in a team environment.

Supports Glenmede’s Endowments & Foundations Business Development team through prospect sourcing, prospecting, client development, and related department activities. The intern gains exposure to wealth and investment management, collaborates with professionals across career levels, and develops foundational sales skills. The 10-week hybrid internship includes networking, mentorship, professional development, and a final group project. The role requires strong communication, analytical, organizational, teamwork, and problem-solving abilities.