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:
As a member of the Finance & Accounting department, the Fee Analyst will partner with teams across the organization to support the administration and analysis of client fees. This role encompasses a broad range of responsibilities across fee-related operations. The ideal candidate will demonstrate strong analytical capabilities, attention to detail, and the ability to navigate and leverage multiple technology platforms to support data and process integrity.
RESPONSIBILITIES:
- Maintain the system configuration of client fee schedules; this includes the initial set-up of new clients and the ongoing maintenance of existing clients
- Perform fee-related analysis to support:
- The ongoing quality control processes, and
- Negotiated fee arrangement, in partnership with front office teams.
- Build expertise across multiple technology platforms and data sources to support operational and strategic decision-making.
- Advancethe automation, standardization and simplification of reporting and analysis through the development of process improvements.
- Participate in cross-functional projects focused on maintaining, reconciling, and standardizing client fee arrangements to support data accuracy and operational consistency.
- Communicate effectively with business partners, including individuals across various departments and levels of seniority.
REQUIRED QUALIFICATIONS:
- Bachelor’s degree required; accounting/finance related degree preferred
- Up to 3 years of relevant experience; new college graduates must have one professional internship in a related discipline (i.e. accounting & finance, banking operations, or related roles.)
- Strong proficiency with Microsoft Office (Excel, Outlook, PowerPoint, and Word).
- Strong attention to detail, organizational skills and quantitative aptitude.
- Ability to work with large data sets and reconcile complex information.
- Ability to manage multiple priorities in a diversified, deadline-driven environment.
- Professional demeanor, with the ability to maintain discretion and confidentiality.
PREFERRED QUALIFICATIONS:
- Experience with fee administration or financial operations in a wealth management or investment advisory environment.
- Familiarity with financial systems (e.g., CRM, billing platforms).
- Interest in process improvement, automation tools, or business intelligence/reporting systems.
- Experience or desire to work in a financial services environment.
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 Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring 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 any 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. 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
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