Client Onboarding Experience Manager

Glenmede Trust Co•Beachwood, OH

4d•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. 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. This position will operate in a hybrid work environment, 1 day per week in the office (Philadelphia, PA or Cleveland, OH). OVERVIEW: The Client Onboarding Experience Manager is responsible for overseeing Glenmede’s end-to-boarding execution for new and existing Private Wealth and Endowment & Foundation relationships while partnering closely with enterprise stakeholders to advance the firm’s strategic repapering priorities. This role serves as the operational and people leader for the Client Onboarding team, ensuring onboarding capacity, regulatory precision, client experience, and enterprise initiatives are aligned, scalable, and sustainably executed. The role operates as a key connector between Relationship Management, Fiduciary, Compliance, Legal, and Operations, translating strategic priorities into executable workflows while maintaining strong risk discipline and team sustainability.

Requirements

Bachelor’s degree.
5+ years of experience in client onboarding, account opening, operations, or a related financial services function.
Demonstrated experience leading teams in a regulated financial services environment.
Strong understanding of trusts, legal entity structures, and Private Wealth onboarding requirements.
Experience partnering with Compliance, Legal, Fiduciary, and Relationship Management teams.
Familiarity with regulatory audits and risk-based decision making.

Nice To Haves

Demonstrated ability to operate with executive presence and influence across senior stakeholders.
Experience managing competing priorities and translating strategy into execution.
Proficiency with Salesforce, Docusign, and workflow tools.
Strong written and verbal communication skills with the ability to simplify complex topics for diverse audiences.

Responsibilities

Lead and oversee all Private Wealth client onboarding activity, including new business, additions, and complex account openings, ensuring timely and accurate execution.
Serve as the primary owner or escalation point for high risk, high complexity onboarding and repapering matters.
Maintain ownership of onboarding SLAs, compliance metrics, and audit readiness, providing updates to governance forums as required.
Ensure onboarding processes align with KYC/AML, CIP, OFAC, and regulatory requirements.
Partner with Private Wealth leadership to support Glenmede’s strategic repapering initiatives.
Design and implement controlled approaches for integrating repapering activity into onboarding workflows without increasing regulatory or client risk.
Coach and develop the Client Onboarding team, fostering accountability, engagement, and high performance.
Proactively manage team capacity and workload distribution across onboarding and repapering activity.
Identify opportunities to simplify onboarding and repapering workflows while preserving regulatory rigor.
Manage change adoption within the onboarding team, ensuring process changes are well-sequenced and sustainably implemented.
Represent Client Onboarding in enterprise initiatives, governance discussions, and operational forums.