PhiladelphiaRecruiter Since 2001
the smart solution for Philadelphia jobs

Management Associate: Wealth Planning

Company: The Glenmede Trust Company
Location: Philadelphia
Posted on: February 25, 2021

Job Description:

The primary function of the Wealth Planning Associate is to assist the Director of Wealth Planning in managing the daily operations of the Wealth Planning Group as it relates to WealthView oversight and administration. This role is intended for a high performing individual who is looking for an entry point into wealth management and/or financial planning. This individual will gain a broad understanding of Glenmede's wealth management and financial planning business and gain exposure to firm initiatives and projects while assisting in the operations of the Wealth Planning Group. Responsibilities: WealthView oversight. Oversee daily internal administration of WealthView Software. Including but not limited to: WealthView client setup, data quality control, and client account connections. Respond to client and employee inquiries involving Glenmede's WealthView. Complete WealthView access requests across the firm and manage technology related projects and inquires for the Wealth Planning group. Complex analysis, Advanced Administration and Project Initiatives. Assist the Director of Wealth Planning and the Wealth Planning team in daily operations and administration for the Wealth Planning Group. Lead Wealth Planning related initiatives and administration on Gforce. Prepare meeting presentation materials in collaboration with team members, including estate planning summaries, detailed net worth statements, financial planning models, and customized advice based upon a Client's Wealth Objectives. Foster team environment by reaching out to Glenmede colleagues outside the Wealth Planning group. Opportunities to serve on firm committees. Firm Building. Engage in department-specific and firm-wide initiatives to expand capabilities, improve user experience, and develop more efficient processes. Perform other duties as required by position. Required Qualifications:

  • Bachelor's degree in finance, accounting, or related field required.
  • 0 to 3 years of experience in advising high net worth individuals, in financial services or accounting environment required. Preferred Qualifications:
    • Commitment to pursuing an advanced degree or certification such as CFP, CPA, or MST.
    • Ability to work well in a team environment and multi-task.
    • Ability to communicate effectively with a team and with clients.
    • Ability to communicate both orally to large groups and informal written presentations.
    • Detail-oriented, particularly with financial calculations.
    • Command of Microsoft Office and the ability to embrace financial planning-oriented and other IT applications (i.e. eMoney Advisor, Salesforce). Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of race, color, religious creed or belief, national origin, ethnicity, ancestry, age, physical or mental disability, HIV Status, sex including pregnancy, childbirth, breastfeeding or medical conditions related to breastfeeding, and medical conditions related to pregnancy or childbirth, gender, sexual orientation, gender identity and/or expression including a person's actual or perceived gender-related self-image, appearance, behavior, expression, or other gender-related characteristic, regardless of the sex assigned to that person at birth, sexual and reproductive health decisions, marital, civil union or domestic partnership status, past or present military service, alienage or citizenship status, family medical history (including pregnancy), genetic information or characteristic, family or parental status, caregiver status, status as a victim of domestic violence, an individual's status as having a known relationship or association with a member or members of a protected category, or any other status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. ** 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.

Keywords: The Glenmede Trust Company, Philadelphia , Management Associate: Wealth Planning, Executive , Philadelphia, Pennsylvania

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Executive Jobs

RN/Director of Nursing - SNF/LTC (V410209)
Description: JOB CODE: V410209 RN/Director of Nursing - SNF/LTC LOCATION: York PA Located about minutes south of York, this skilled nursing/long term care facility is seeking a Director of Nursing to join their (more...)
Company: Veritas Global Consulting Group, LLC
Location: Lancaster
Posted on: 03/1/2021

Unit Director - Orthopedics
Description: Current UPMC employees must apply in HR Direct Description Unit Director Main 11- Hbg: Are you looking to be apart of a newly created--Medical Psychiatric--Unit at UPMC Harrisburg This may be your opportunity. (more...)
Company: UPMC
Location: Harrisburg
Posted on: 03/1/2021

General Manager
Description: EquipmentShare is Hiring a General Manager. br br EquipmentShare is searching for an experienced General Manager to launch and grow our rental location in Harrisburg, PA. br br About EquipmentShare (more...)
Company: EquipmentShare
Location: Harrisburg
Posted on: 03/1/2021

Sr. Global Marketing Manager-Life Sciences exp. Preferred
Description: Job Title: Sr. Global Marketing Manager-Life Sciences exp. Preferred br Requisition ID: 143148BR br Location: US - Remote or EMEA Region br br What will you do br Are you passionate about (more...)
Company: Thermo Fisher Scientific
Location: Harrisburg
Posted on: 03/1/2021

General Manager
Description: JFC Global is looking for a General Manager to join a small client of ours around the Harrisburg, PA area. Apply today for immediate consideration This is an excellent opportunity
Company: JFC Global
Location: Harrisburg
Posted on: 03/1/2021

Jr. Account Manager - No Experience Required - Full Training
Description: The role of the Junior Account Manager is to help develop and execute the strategic sales and marketing plans for the key accounts of our firm. The key account sales and marketing plans will support and (more...)
Company: Embrace Management
Location: Harrisburg
Posted on: 03/1/2021

IT Director
Description: job description Description br Lancaster County, South Carolina is one of the fastest growing counties in South Carolina, and is seeking an Information Technologies Director to direct the Lancaster (more...)
Company: HCR ManorCare
Location: Lancaster
Posted on: 03/1/2021

Director Of Nursing (AL)
Description: We are looking for an RN with experience to lead our clinical and care team
Company: Providence Place Senior Living
Location: Lancaster
Posted on: 03/1/2021

Chief Operations Officer
Description: Chief Operations Officer - Harrisburg, PA Our Client is a well-established Bank with a prominent presence in the Northeastern US market. They have been extremely successful in serving the region through (more...)
Company: International Search Consultants
Location: Harrisburg
Posted on: 03/1/2021

Quality Manager
Description: Ref ID: 03770-0011693262Classification: Sr. AccountantCompensation: 65000.00 to 90000.00 yearlyLancaster County employer is seeking a Quality Manager for a newly created role. The primary duties include:Perform (more...)
Company: Robert Half
Location: Lancaster
Posted on: 03/1/2021

Log In or Create An Account

Get the latest Pennsylvania jobs by following @recnetPA on Twitter!

Philadelphia RSS job feeds