Wealth Planning Co-Op

• This job posting is for our Drexel Co-Op Program and not for external applicants to apply.**
  
  

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 overseeing $43.6 billion of assets under management for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh and Washington, DC. For further information, please visit http://www.glenmede.com. Glenmede Wealth Planning advises individuals and families on complex matters related to estate planning, income taxes, insurance, retirement, budgeting, and investments, primarily through the production and presentation of financial planning deliverables.

Position Description:

This role centers on many key administrative responsibilities of Glenmede’s Wealth Planning team. You will be responsible for ensuring the safe transfer of client data between systems, communicating with Glenmede colleagues regarding client matters, and ensuring clients have a seamless experience using Glenmede’s digital portals. This role will help you sharpen written and verbal communication skills, develop an understanding of the wealth management industry, and learn how to use technological systems that could be foundational in your career.

Qualifications:

Recommended Qualifications:

This role centers on many key administrative responsibilities of Glenmede’s Wealth Planning team. You will be responsible for ensuring the safe transfer of client data between systems, communicating with Glenmede colleagues regarding client matters, and ensuring clients have a seamless experience using Glenmede’s digital portals. This role will help you sharpen written and verbal communication skills, develop an understanding of the wealth management industry, and learn how to use technological systems that could be foundational in your career.

Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of race, color, religious creed or belief, national origin, citizenship status, ethnicity, ancestry, age, physical or mental disability, HIV Status, sex including pregnancy, childbirth, breastfeeding or medical conditions related to breastfeeding, and medical conditions related to pregnancy or childbirth, gender, sexual orientation, gender identity and/or expression including a person’s actual or perceived gender-related self-image, appearance, behavior, expression, or other gender-related characteristic, regardless of the sex assigned to that person at birth, sexual and reproductive health decisions, marital, civil union or domestic partnership status, past or present military service, alienage or citizenship status, family medical history (including pregnancy), genetic information or characteristic, family or parental status, caregiver status, status as a victim of domestic violence, an individual’s status as having a known relationship or association with a member or members of a protected category, hair texture and protective hairstyles, such as braids, locks, and twists, or any other status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics.

• We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.