Glenmede · 2 months ago
Fiduciary Oversight Specialist
Greenville, DE, US
Full-time
Hybrid
Senior Level
5+ years expGlenmede is a trusted partner for private wealth, endowment & foundation, and investment management clients. The Fiduciary Oversight Specialist ensures that client relationships are established, administered, and concluded in alignment with governing documents, applicable laws, and fiduciary practices, while collaborating with internal stakeholders to enhance operational efficiency.
ConsultingFinancial ServicesInsurance
Responsibilities
Review and synthesize new account information to confirm receipt of all required documentation and support accurate account set up
Monitor and resolve outstanding administrative items; prepare account synopses, summarizing key responsibilities
Support internal colleagues with questions and issues related to trust administration, including advising on tax efficient administration
Identify patterns or trends that signal a need for updates to training materials or technology platforms
Present findings and recommendations to internal committees
Identify and lead initiatives to improve consistency in account coding, processing, documentation, and reporting
Collaborate with technology colleagues to develop and enhance administrative and reporting systems that drive efficiency
Maintain administrative systems and gather input from Private Wealth colleagues to ensure accurate and timely updates to reporting platforms
Assess administrative processes and risk management practices to identify areas for improvement
Design and deliver training sessions to reinforce existing procedures or introduce new practices
Serve as a subject matter expert on trust account openings, providing guidance and education across teams
Actively participate in department-specific and firm-wide initiatives
Contribute to the development and advancement of team, office, and business capabilities
Qualification
Required
Bachelor's degree required
5+ years of experience with the trust department of a financial services firm or a trust company
Preferred
Success in this role requires sound judgment, attention to detail, and the ability to translate complex fiduciary requirements into practical, client-focused solutions
Cannon Trust School or ABA Trust School preferred
CTFA designation or willingness to obtain it
Solid understanding of trust and fiduciary concepts, estate planning, and taxation
Ability to interpret governing instruments related to trusts, estates, and closely held entities
Highly detail-oriented, especially in fiduciary matters
Demonstrated strength in client service and relationship management
Collaborative team player with strong organizational skills, able to prioritize, multitask, and perform well under pressure
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!
Company
Glenmede
We believe every client is a universe of one. Our commitment to clients is guided by our values and driven by the pursuit of excellence.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Joseph Coconate
Managing Director & Regional Head of Florida
Mark Parthemer
Chief Wealth Strategist & Florida Regional Director
Recent News
2026-01-11
Seattle TechFlash
2025-09-12
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