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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.