Practice Lead, Fiduciary Administration

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.

Private Wealth:
Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

OVERVIEW:

The Fiduciary Administration Practice Lead manages fiduciary administration support, serving as both a people leader and trust administration subject matter expert. This role supports Wealth Administrators and relationship teams while overseeing centralized post-death settlement administration for trusts impacted by a client’s death.

This role requires a skilled trust and estate administration professional who can interpret complex legal documents, develop administration plans, and coordinate with Wealth Advisory, Estate Settlement, Tax, and Legal teams to ensure timely, clear, and efficient administration.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).RESPONSIBILITIES:

Firm & Team Engagement Lead a team that delivers administrative and operational support to client-facing relationship teamsin Private Wealth. Develop and implement best practices and consistent administration procedures across Glenmede’s footprint.  Serve as a centralized resource for Relationship Managers, Estate Settlement, Tax, LARC, and clients to develop and execute administration plans.

Clearly communicate trust terms and administration impacts to Wealth Advisory teams, clients, and advisors to support informed decision-making.

Facilitate discussions with internal teams and external advisors, including estate planning counsel and accountants.

Oversee outside counsel engagements and coordinate engagement letter review with Glenmede Legal Counsel.

Coordinate with Special Assets on real estate, life insurance, tangible property, valuations, appraisals, and related service providers.

Collaboration & Additional Responsibilities Build effective relationships with family members, attorneys, accountants, and advisors to support post-death trust transitions.

Develop centralized fiduciary administration support, including post-death services, as part of the team’s firm-wide Wealth Advisory offering.

REQUIRED QUALIFICATIONS:

Bachelor’s degree
10+ years of related experience in a law firm, financial services trust department, or trust company.

Deep knowledge of trust and estate administration, probate, and private wealth management.

Understanding of fiduciary income tax, gift tax, and GST tax concepts.

Familiarity with directed trust and delegated trust models, particularly those governed by Delaware law.

Basic understanding of fiduciary investment practices for corporate trustees.

Prior experience managing a team.

PREFERRED QUALIFICATIONS:

Paralegal or other certification or relevant paralegal experience preferred.

Sound judgment,…