Application Manager- Investment Systems

Glenmede Trust Co•Philadelphia, PA

1d•Hybrid

About The Position

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. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). OVERVIEW: The Application Manager – Investment Systems is a leadership role responsible for the end‑to‑end ownership, stability, and strategic evolution of critical investment and wealth management platforms. This role serves as the primary accountable owner for core trading, order management, and investment data applications, ensuring they are reliable, scalable, secure, and aligned with business objectives. Acting as a trusted partner to Trading, Portfolio Management, Operations, Compliance, Risk, and Technology, the Application Manager drives application strategy, vendor performance, and operational excellence across the full application lifecycle. The role includes leadership responsibilities such as mentoring analysts and subject matter experts, guiding decision‑making, and continuously improving service delivery through KPI‑driven management.

Requirements

Bachelor’s degree required
Minimum of 8+ years of experience in application management, systems ownership, business analysis or senior operations roles within financial services, with a focus on investment or wealth management systems
3–5+ years of hands‑on experience supporting an order management or trading platform (e.g., Charles River IMS); Charles River experience strongly preferred
Strong understanding of investment operations, trading workflows, compliance requirements, and investment data
Proven experience managing vendors, contracts, and service levels in a production environment
Demonstrated ability to lead through influence, make informed decisions, and balance business needs with risk and operational considerations
Excellent communication skills, with the ability to engage senior stakeholders clearly and confidently

Nice To Haves

Experience overseeing application portfolios across OMS, market data, and investment reporting platforms
Demonstrated success leading incident, release, and change management for mission‑critical systems
Strong analytical mindset with experience using KPIs and metrics to drive service improvement and operational discipline
Familiarity with SQL and analytics/reporting tools (e.g., Power BI) to support data analysis and informed decision‑making
Prior experience mentoring analysts or acting in a formal or informal people‑lead role.
Strong understanding of audit, regulatory, and control frameworks within investment management environments.

Responsibilities

Own the full lifecycle of assigned investment systems, including strategy, roadmap planning, upgrades, and enhancements
Define and execute application roadmaps aligned to business priorities, regulatory requirements, and technology standards
Serve as the primary escalation point and decision‑maker for application‑related issues, risks, and trade-offs
Lead and manage cross-functional projects, implementations, integrations, and process improvements, ensuring delivery on scope, timeline, and outcomes
Ensure high availability, performance, and resilience of production investment platforms, including Order Management System (OMS), Client Reporting, and other trading and investment systems
Lead incident, problem, and root‑cause management, coordinating across vendors and internal teams to restore service and prevent recurrence
Establish and monitor KPIs and SLAs to measure system health, support quality, and operational effectiveness
Manage strategic vendor relationships for investment systems and data vendors, including contract negotiation, renewals, cost oversight, and performance management
Enforce contractual terms, SLAs, and service expectations while actively identifying opportunities for cost optimization and value realization
Coordinate vendor releases, patches, and upgrades to minimize business disruption and risk
Govern application releases and changes in alignment with enterprise change management and control standards
Identify, assess, and mitigate application‑level risks, including operational, data, and vendor risks
Ensure applications meet audit, compliance, and regulatory expectations, supporting exams and internal reviews as needed
Act as a trusted advisor to business leaders across Trading, Portfolio Management, Operations, Compliance, and Technology
Translate business strategy into application capabilities and guide stakeholders on system constraints, opportunities, and impacts
Lead cross‑functional discussions to align priorities, resolve conflicts, and drive timely decisions
Mentor, coach, and guide business analysts and system subject matter expert (SMEs), setting clear expectations and promoting strong application ownership behaviors
Provide direction on best practices for analysis, testing, documentation, and production support
Foster a culture of accountability, continuous improvement, and proactive problem‑solving
Oversee complex data integrations across OMS, portfolio accounting, market data, and downstream reporting platforms.
Ensure data accuracy, consistency, and lineage across internal and external investment data sources.
Leverage deep knowledge of investment workflows, including trading, compliance, modeling, and post‑trade processing.