Overview As Fiduciary Administration Practice Lead, you guide trust and estate administration for post-death settlements, lead a team, and coordinate with Wealth Advisory, Estate Settlement, Tax, and Legal groups. You develop centralized administration practices and serve as a trusted resource for relationship managers and external advisors. You will interpret complex legal documents, craft administration plans, and ensure timely, clear execution. This role blends leadership with expert fiduciary knowledge to support client outcomes and firm's wealth-management mission.
Compensation / Benefits- Competitive health and welfare benefits with HSA contributions
- Voluntary benefit options
- Superior 401k match
- Tuition reimbursement
- Company-subsidized commuter benefits
- Generous paid time off including parental leave
Responsibilities- Lead a team providing administrative and operational support to client-facing relationship teams in Private Wealth
- Develop and implement best practices and standardized administration procedures across Glenmede
- Serve as a centralized resource for Relationship Managers, Estate Settlement, Tax, LARC, and clients to develop administration plans
- Clearly communicate trust terms and administration impacts to Wealth Advisory teams, clients, and advisors
- Facilitate discussions with internal teams and external advisors, including estate planning counsel and accountants
- Oversee outside counsel engagements and coordinate engagement letter reviews with Glenmede Legal Counsel
- Coordinate with Special Assets on real estate, life insurance, tangible property, valuations, appraisals, and related service providers
- Build 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 Wealth Advisory offering
Key requirements- 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 Delaware law
- Basic understanding of fiduciary investment practices for corporate trustees
- Prior experience managing a team
- sound judgment
- attention to detail
- strong client service skills
- communication with internal stakeholders
- collaborative
- Microsoft Office applications
