Fiduciary Advisor

Glenmede•Philadelphia, PA

4d•Hybrid

About The Position

The Fiduciary Advisor provides expert trust administration guidance and fiduciary decision support across complex trust matters. The role evaluates fiduciary risk, interprets governing documents, supports post-death trust administration, and ensures decisions are documented in accordance with applicable law, internal policies, and Glenmede’s fiduciary standards. The Fiduciary Advisor partners closely with client-facing teams, including Wealth Advisors and Relationship Managers, and escalates matters to the internal Fiduciary Practices Committee and legal counsel as required by policy and risk thresholds. The position operates in a hybrid work environment, with three days per week in the Philadelphia, Pennsylvania office.

Requirements

Bachelor’s degree required.
At least 8 years of experience in trust administration and fiduciary decision-making within a trust company, wealth management, or financial services environment.
Strong knowledge of trust and fiduciary concepts, estate planning structures, governing documents, and fiduciary and tax considerations.
Demonstrated ability to analyze complex fiduciary matters, frame risk, escalate appropriately, and document decisions clearly.

Nice To Haves

Experience partnering with relationship teams, legal counsel, tax professionals, and fiduciary committees to support timely, well-controlled outcomes.
Strong communication, collaboration, and judgment, with the ability to balance responsiveness, risk management, and documentation discipline.

Responsibilities

Provide fiduciary advice and trust administration support for complex matters, particularly post-death administration, trust settlement, terminations, modifications, mergers, decanting, and related administration.
Interpret governing documents and applicable law to identify fiduciary duties, risks, decision points, and appropriate next steps.
Lead fact gathering, analysis, documentation, and escalation for fiduciary decisions, including acceptance or declination of post-death trustee opportunities.
Partner with client-facing teams, fiduciary leadership, internal legal counsel, tax colleagues, and other subject matter experts to resolve fiduciary, legal, tax, and administrative issues.
Coordinate post-death trust administration, including trust changes, trustee acceptances, releases, special assets review, tax matters, and matter closeout.
Prepare clear, decision-ready documentation and escalation materials for fiduciary committees, leadership, and internal counsel.
Serve as a fiduciary subject matter resource, providing practical guidance, coaching, and recommendations to improve consistency, documentation quality, and decision-making standards.