Management Associate, Wealth Advisory
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About The Position
Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company oversees $44.2 billion of assets under management (as of 12/31/2023), for high-net-worth individuals, families, family offices, endowments, foundations, and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh, and Washington, DC. We are currently recruiting for 2 openings (one role to support Family Wealth and the other to support our Wealth Management). Both of these positions will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). The primary function of the Management Associate is to assist and support the designated Relationship Managers and Wealth Advisors with advisory-related client service, trust and account administration, compliance requirements, and other functions as required to ensure excellent relationships with clients and business partners and success with firm-wide initiatives.
