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 an experienced Client & Employee Experience Platform Lead to drive the strategy, design and delivery of digital service experiences across our Private Wealth and Endowments & Foundations businesses. This role will focus on improving the end-to-end experiences for both wealth clients and internal employees, ensuring experiences are intuitive, compliant, scalable and aligned with business objectives.
The ideal candidate brings deep experience in product management, process improvement and financial services, with a strong understanding of how technology, process and data intersect to deliver exceptional client and employee experiences.
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.
REQUIRED QUALIFICATIONS:
- 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 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 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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