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.This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).
OVERVIEW:
Glenmede is seeking a Client & Employee Experience- Platform Officer to support the design, delivery, and continuous improvement of digital service experiences across our Private Wealth and Endowments & Foundations businesses. This role will work closely with Platform Leads, business partners, and technology teams to help improve end-to-end experiences for clients and internal employees.The ideal candidate is eager to learn how technology, process, and data come together to improve client and employee experiences.
This is a hands-on, collaborative role that offers strong exposure to platform initiatives, stakeholder engagement, and delivery execution, with opportunities for growth over time.
RESPONSIBILITIES:
• Support Platform Leads in the delivery of client-facing and employee-facing experience initiatives.• Assist in gathering, documenting, and organizing business requirements and user needs.• Identify and document client and employee pain points across the client lifecycle (onboarding, servicing, reporting, etc.).• Participate in discovery activities, including stakeholder interviews, process mapping, and feedback analysis.• Translate business needs into clear documentation such as user stories, process flows, and requirements.• Coordinate with technology, operations, legal, compliance, and business partners to support solution delivery.• Assist with initiative tracking, status updates, and documentation throughout the project lifecycle.• Support testing, validation, and rollout activities to ensure solutions meet business needs.• Track adoption metrics, basic KPIs, and feedback to support continuous improvement.• Maintain organized project and platform documentation.
REQUIRED QUALIFICATIONS:
• Bachelor’s degree (MBA or advanced degree preferred).• 5+ years of product management experience, with experience in Private Wealth, Asset Management, or Financial Services.• Strong communication, collaboration, and stakeholder management skills.• Strong analytical and organizational skills with attention to detail.• Track record of delivering improved client and/or employee experiences.• Interest in client experience, digital platforms, and process improvement.
PREFERRED QUALIFICATIONS:
• 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.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.#LI-DNI
