Fiduciary Advisor

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! #LI-Hybrid