Fiduciary Advisor
- Hiring from
- United States
- Work type
- Hybrid
- Posted
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Empowering Financial Futures.
For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.
Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.
Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.
To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.
This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).
OVERVIEW:
The Fiduciary Advisor provides expert trust administration guidance and fiduciary decision support across complex trust matters. This role is responsible for evaluating fiduciary risk, interpreting governing documents, supporting post-death trust administration, and ensuring decisions are documented in accordance with applicable law, internal policies, and Glenmede’s fiduciary standards.
The Fiduciary Advisor partners closely with client-facing teams, including Wealth Advisors and Relationship Managers, and escalates to Glenmede’s internal Fiduciary Practices Committee and internal legal counsel as required by policy and risk thresholds.
RESPONSIBILITIES:
Fiduciary Expertise
- Provide fiduciary advice and trust administration support for complex trust matters, with a focus on post-death administration, trust settlement, terminations, modifications, mergers, decanting, and related administrative matters.
- Interpret governing documents and applicable law to identify fiduciary duties, risks, decision points, and appropriate next steps.
Fiduciary Judgment, Risk Framing and Decision Support
- Lead fact gathering, analysis, documentation, and escalation for fiduciary decisions, including acceptance or declination of post-death trustee opportunities.
Post-death Acceptance, Onboarding, and Fiduciary Review
- Partner with client-facing teams, fiduciary leadership, internal legal counsel, tax colleagues, and other subject matter experts to resolve fiduciary, legal, tax, and administrative issues.
- Coordinate post-death trust administration activities, including trust changes, trustee acceptances, releases, special assets review, tax matters, and matter closeout.
- Prepare clear, decision-ready documentation and escalation materials for fiduciary committees, leadership, and internal counsel.
Cross Functional Collaboration and Client Support
- Serve as a fiduciary subject matter resource, providing practical guidance, coaching, and recommendations to improve consistency, documentation quality, and decision-making standards.
REQUIRED QUALIFICATIONS:
- Bachelor’s degree required.
- 8+ years of experience in trust administration and fiduciary decision-making within a trust company, wealth management, or financial services environment.
- Strong knowledge of trust and fiduciary concepts, estate planning structures, governing documents, and fiduciary/tax considerations.
- Demonstrated ability to analyze complex fiduciary matters, frame risk, escalate appropriately, and document decisions clearly.
PREFERRED QUALIFICATIONS:
- Experience partnering with relationship teams, legal counsel, tax professionals, and fiduciary committees to support timely, well-controlled outcomes.
- Strong communication, collaboration, and judgment, with the ability to balance responsiveness, risk management, and documentation discipline.
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.
Our Benefits Overview:
-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!
Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.
** 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.
