Empowering Financial Futures.
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
-Superior 401k match
-Tuition reimbursement
-Company subsidized commuter benefits
-Generous paid time off, including parental leave
-Plus more!
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/.
** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
#LI-Hybrid
Skills Required
- Bachelor's degree or equivalent professional experience
- 2-4 years of experience in 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 with business and technology audiences
- Advanced analytical, organizational, and problem-solving skills with close attention to detail
- Ability to manage multiple priorities 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 or CRM, client portals, or financial advisor data
- Experience in private wealth, asset management, financial services, or a similar client-service environment
- Salesforce or CRM experience, including data models, reporting, and workflows
- Familiarity with AI-enabled tools, automation, data analytics, or prompt-based productivity tools
- Experience with Agile methodology, user stories, refinement, sprint ceremonies, or product delivery rituals
- Experience supporting vendor and internal integrations, adoption measurement, training materials, change management, or vendor coordination
- Ability to create executive-ready project updates and concise leadership summaries
What We Do
We are a company of reliable stewards who seek to provide innovative solutions and the highest level of investment and wealth management services to serve the best interests of our clients: individuals, families, endowments, foundations, institutional investors and consultants throughout the United States. To learn more, visit our website: https://direc.to/gCXk Terms of use for Glenmede social media: https://bit.ly/2UL0zUw
