Product Associate

Glenmede Trust Co•Philadelphia, PA

12d•Hybrid

About The Position

Glenmede is seeking a Product Associate to support the Client and Employee platform experience. This role will work closely with Platform Leads, business stakeholders, technology partners, and external vendors to translate business needs into clear requirements, process documentation, user stories, testing plans, and adoption insights. The ideal candidate brings hands-on with client centric platforms such as Salesforce or other CRM solutions, client portals, advisor desktop tools, workflow automation platforms, or similar financial services technology. The role requires strong curiosity about how data, process, user experience, and AI-enabled capabilities can improve service delivery, reduce friction, and support scalable operating practices.

Requirements

Bachelor’s degree or equivalent professional experience.
2-4 years of business analysis, product management or platform delivery.
Strong collaboration skills and professional presence with stakeholders across departments and levels.
Ability to gather requirements, document processes, translate stakeholder input into actionable deliverables, and communicate clearly with both business and technology audiences.
Advanced analytical, organizational, and problem-solving skills with close attention to detail.
Ability to manage multiple priorities and see projects through discovery, delivery, testing, and adoption.
Interest in digital platforms, data quality, process improvement, and emerging AI capabilities.
Experience with client platforms such as Salesforce/CRM, client portals, financial advisor data is a plus.

Nice To Haves

Experience in Private Wealth, Asset Management, Financial Services, or similar client-service environment.
Salesforce/CRM experience, including familiarity with core concepts, data models, reporting, and workflows.
Familiarity with AI-enabled tools, automation, data analytics, and/or prompt-based productivity tools.
Experience with agile methodology, user stories, refinement, sprint ceremonies, or product delivery rituals.
Experience supporting vendor and internal integrations including adoption measurement, training materials, change management, or vendor coordination.
Ability to create executive-ready project updates, and concise summaries for leadership review.

Responsibilities

Support Platform Leads through the discovery, analysis, and implementation of concurrent initiatives.
Partner with Stakeholders on discovery activities, including stakeholder interviews, workflow review, process mapping, feedback analysis, and current-state/future-state documentation.
Translate business needs into clear artifacts such as user stories with acceptance criteria, process flows, journey maps, decision logs, requirements, and test scenarios.
Assist Platform Leads in the delivery of initiatives bridging business teams and technical efforts clarifying requirements, documenting dependencies, and removing blockers.
Support an iterative design lifecycle with user acceptance testing, validation, and collecting user feedback.
Drive Change Management and user adoption through trainings metric-backed adoption reporting.
Strengthen the data model of Salesforce and related systems including clean up, oversight, and controls.
Assist with AI implementation by identifying use cases, defining business value, and validating outputs.
Carry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practices.