Glenmede

Program Manager

• Support enterprise and business line initiatives and provide targeted support for specific projects as needed
• Track and maintain project timelines, governance documentation, and status reporting to support successful delivery
• Identify and manage cross-functional dependencies to ensure alignment across teams
• Monitor risks, issues, and action items, escalating as appropriate
• Assist in preparing materials for monthly business line updates, including progress summaries and executive-ready presentations
• Support governance forums, including documentation and follow-up
• Track performance metrics and ensure alignment to strategic objectives
• Support the streamlining and coordination of training programs tied to major initiatives
• Assist in developing rollout plans and communication strategies to ensure smooth adoption
• Coordinate with stakeholders to support adoption and continuous improvement efforts
• Help standardize documentation and program artifacts for consistency and efficiency
• Improve program management processes, templates, and reporting structures
• Ensure adherence to internal policies, risk management standards, and compliance expectations
• Maintain organized documentation within SharePoint and other collaboration tools

Program Management Associate

Administration

• Support the pre-acceptance review process for special assets by coordinating required documentation and tracking approvals.
• Maintain accurate records of accepted special assets, including conditions of acceptance and ongoing management requirements.
• Assist with administration of managed, non-managed and directed assets in accordance with firm procedures.
• Coordinate re-registration, ownership updates, and maintenance events for special assets.
• Assist in the collection and review of valuation support for illiquid and hard-to-value assets.
• Coordinate annual special asset reviews, including tracking receipt of financial statements, appraisals, and third-party valuations.
• Support determinations regarding asset materiality, fee treatment, and ongoing management recommendations.
• Document review outcomes and analysis in the firm’s records management systems.
• Review and process Non-Managed Asset Forms and related documentation for completeness and accuracy.
• Ensure documentation aligns with regulatory requirements and internal fiduciary standards.
• Support internal audits, compliance reviews, and Special Assets Committee reporting.
• Maintain and help refine special assets procedures and documentation standards.
• Serve as an operational point of contact for internal partners regarding special asset inquiries.
• Communicate clearly with Wealth Advisors and Client Service teams regarding documentation requirements and asset status.
• Provide timely and accurate support for complex, high-touch client relationships.
• Participate in initiatives to improve special asset workflows, controls, and scalability.
• Support enhancements to onboarding, tracking, and reporting tools related to special assets.
• Contribute ideas to improve efficiency, risk management, and service quality.

Special Assets Administration Associate

Client Services Representative

• Provide proactive administrative and analytical support to the DC office, the Regional Director, and other office professionals
• Act as an initial point of contact for client inquiries and team communications
• Independently handle certain routine to moderately complex client matters and undertake research or take needed action to resolve issues
• Serve as direct back-up to other team/office support professionals to provide team-based coverage
• Daily transaction processing
• Securities transfers, cash and check requests, gifts, deposits, routine client information requests, and updating client information
• Monitor and review daily reports for accuracy, action items, resolution, and follow-up
• Coordinate client meetings, including scheduling, dining arrangements, travel, security, and other related activities
• Assist in the reception of client guests, and answer office phones as needed
• Communicate with clients in a professional and pleasant manner; maintain confidentiality and discretion in all client and professional interactions
• Manage the daily schedule and prepare client meeting materials
• Assist with the preparation of presentation materials for meetings in collaboration with relationship teams
• Ensure the cleanliness and overall appearance of the office including meeting rooms and reception area
• Draft professional written correspondence
• Assist business development team with research, mailings, data input, and correspondence
• Partner with Office Services and order supplies
• Coordinate with property manager and staff for on-site visits, maintenance, etc.

Client Service Associate

Business Analyst

• The Business Analyst serves as a liaison between the business and technical teams, driving process improvements, and supporting high-value stakeholders
• This role will be responsible for requirement gathering, data integration, and project governance for our investment management platforms
• Collaborate with stakeholders across multiple business lines to ensure reporting and investment application needs are met
• Align technology with business priorities to deliver effective solutions
• Drive process efficiency and maintain high data quality
• Play a key role in integrating systems such as Charles River and other Glenmede applications
• Responsibilities include testing, post-implementation support, and training
• Partner with business and technology teams to document process enhancements and alignment with Glenmede’s Project Management, Data Governance, and Change Management standards
• Proactively identify and manage risks, issues, and dependencies to minimize impact
• Deliver high quality user support by providing clear communication, timely issue resolution, and consistent follow through
• Maintain a disciplined, metrics driven approach by leveraging KPIs to monitor service performance, identify trends, and highlight opportunities for operational improvement
• Actively contribute to department and firm-wide initiatives aimed at expanding capabilities, solving unmet business needs, enhancing client experience, and improving operational efficiency
• Support team and business development efforts as needed
• Oversee end‑to‑end ownership of assigned applications, including contract and vendor management, adherence to terms and SLAs, coordination of release cycles, structured testing, and ensuring ongoing operational stability and compliance.

Program Management Associate

Special Assets Administration Associate

Client Service Associate

Business Analyst, Investment Systems