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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

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