Glenmede · 17 hours ago
Client & Employee Experience – Platform Lead
Philadelphia, PA, US
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expGlenmede is a trusted partner for private wealth, endowment & foundation, and investment management clients. The Client & Employee Experience Platform Lead will drive the strategy, design, and delivery of digital service experiences across the organization, focusing on enhancing experiences for both wealth clients and internal employees.
ConsultingFinancial ServicesInsurance
Responsibilities
Define and own the vision and roadmap for client-facing and employee-facing experience platforms
Align strategy with business goals and priorities, client needs, regulatory requirements and operational efficiency
Identify opportunities to enhance digital, service, and advisor-led experiences across the client lifecycle (prospecting, onboarding, trading, servicing, reporting)
Lead discovery efforts to understand client and employee pain points through research, analytics and feedback
Translate strategy into clear requirements and priorities
Partner closely with the business, developers, vendors, legal, compliance and operations teams to deliver high-quality solutions
Manage initiatives end-to-end from ideation through launch, adoption and continuous improvement
Define success metrics and KPIs related to client satisfaction, employee efficiency, adoption and business outcomes
Use data and insights to inform decisions and continuously optimize experiences
Qualification
Required
Bachelor's degree (MBA or advanced degree preferred)
8+ years of product management experience, with significant experience in Private Wealth, Asset Management, or Financial Services
Excellent communication, collaboration, and stakeholder management skills
Proven, hands-on experience working directly with clients and overseeing the design, implementation, and support of client service technologies within a digital experience platform, ideally in Private Wealth
Proven track record of delivering digital platforms that improve client and/or employee experiences
Strong understanding of advisor workflows, client servicing models, and regulations
Preferred
Experience with CRM, client portals, advisor desktop platforms, or workflow automation tools
Familiarity with data analytics, personalization, and AI-driven experience enhancements
Experience in agile methodology
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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