Jobs at Glenmede

Manages national account relationships with broker-dealers, TAMPs, investment platforms, and manager research contacts. Responsibilities include expanding product placements, overseeing platform onboarding, negotiating fees and selling agreements, supporting due diligence, retaining revenue, developing new business, coordinating conferences, and partnering with sales, marketing, legal, and client service teams. The role requires investment management distribution expertise, strong relationship management, business development, communication, and analytical skills.

Develop business and generate sales revenue across assigned RIA and broker-dealer territories. Build prospecting plans, self-generate leads, manage pipelines, retain and expand client relationships, support RFPs and onboarding, and collaborate with service, legal, and marketing teams. The role also develops referral networks, represents investment strategies, and communicates complex equity, fixed income, alternative investment, and ETF concepts to financial advisors.

Supports the HR department across employee data management, onboarding, orientation, employee inquiries, HR compliance, intranet administration, and HR technology improvements. Processes employee lifecycle changes in ADP, coordinates pre-employment activities, delivers bi-weekly orientations, audits labor law postings, maintains confidential records, and partners with cross-functional teams to improve HR processes and adopt AI solutions.

Creates and edits marketing content across articles, campaigns, websites, social media, advertising, presentations, and sales materials. Manages multiple projects, collaborates with stakeholders and external partners, supports public relations initiatives, and maintains content platforms. The role also provides content training, supports internal communications and onboarding materials, and ensures accurate, compliant messaging in a regulated financial services environment.

Conduct investment due diligence, monitor portfolio positions, analyze investment strategies and asset classes, assess performance and risk, research market developments, contribute to thought leadership, and support client meetings and relationships with investment managers. The role covers public and private markets, including equities, fixed income, hedge funds, real assets, and private equity.

Supports investment management operations across private investment subscriptions, separately managed accounts, portfolio reconciliation, trade settlement, banking services, and account maintenance. Coordinates with clients, investment teams, relationship managers, brokers, custodians, and external vendors. Responsibilities include preparing subscription documents, resolving KYC items, reconciling positions and cash, supporting fixed-income and equity trades, administering securities-based credit arrangements, and improving operational processes.

Conduct quantitative equity research and analysis, maintain and reoptimize multifactor stock-selection models, develop investment tools, prepare reports and charts, manage quantitative data, investigate AI applications, and support investment strategy and process improvements.

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.

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 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 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.

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.

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.