Practice Lead, Fiduciary Administration
About The Position
The Fiduciary Administration Practice Lead manages fiduciary administration support, serving as both a people leader and trust administration subject matter expert. This role supports Wealth Administrators and relationship teams while overseeing centralized post-death settlement administration for trusts impacted by a client’s death. This role requires a skilled trust and estate administration professional who can interpret complex legal documents, develop administration plans, and coordinate with Wealth Advisory, Estate Settlement, Tax, and Legal teams to ensure timely, clear, and efficient administration.
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 those governed by Delaware law.
- Basic understanding of fiduciary investment practices for corporate trustees.
- Prior experience managing a team.
Nice To Haves
- Paralegal or other certification or relevant paralegal experience preferred.
- Sound judgment, attention to detail, and strong client service skills.
- Skilled in identifying administrative issues and communicating them effectively to internal stakeholders.
- Proficient in Microsoft Office applications.
- Highly detail-oriented, especially in fiduciary matters.
- Demonstrated strength in client service and relationship management.
- Commitment to operational excellence and positive client outcomes.
- Prior experience working at a corporate fiduciary is preferred.
- Collaborative, organized, and able to prioritize, multitask, and perform well under pressure.
- Discreet and dependable, with the ability to manage confidential information appropriately.
Responsibilities
- Lead a team that delivers administrative and operational support to client-facing relationship teams in Private Wealth.
- Develop and implement best practices and consistent administration procedures across Glenmede’s footprint.
- Serve as a centralized resource for Relationship Managers, Estate Settlement, Tax, LARC, and clients to develop and execute administration plans.
- Clearly communicate trust terms and administration impacts to Wealth Advisory teams, clients, and advisors to support informed decision-making.
- Facilitate discussions with internal teams and external advisors, including estate planning counsel and accountants.
- Oversee outside counsel engagements and coordinate engagement letter review with Glenmede Legal Counsel.
- Coordinate with Special Assets on real estate, life insurance, tangible property, valuations, appraisals, and related service providers.
- Build effective 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 firm-wide Wealth Advisory offering.
Benefits
- Competitive health and welfare benefits, including company HSA contributions
- Numerous voluntary benefit choices available
- Superior 401k match
- Tuition reimbursement
- Company subsidized commuter benefits
- Generous paid time off, including parental leave
- Plus more!
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What This Job Offers
Job Type
Full-time
Career Level
Manager
