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About the Role
Glenmede is seeking a Product Associate to support the Client and Employee platform experience. This role will translate business needs into clear requirements, process documentation, user stories, testing plans, and adoption insights, working closely with various stakeholders and technology partners.
Responsibilities
- Support Platform Leads through the discovery, analysis, and implementation of concurrent initiatives.
- Partner with Stakeholders on discovery activities, including stakeholder interviews, workflow review, process mapping, feedback analysis, and current-state/future-state documentation.
- Translate business needs into clear artifacts such as user stories with acceptance criteria, process flows, journey maps, decision logs, requirements, and test scenarios.
- Assist Platform Leads in the delivery of initiatives bridging business teams and technical efforts clarifying requirements, documenting dependencies, and removing blockers.
- Support an iterative design lifecycle with user acceptance testing, validation, and collecting user feedback.
- Drive Change Management and user adoption through trainings metric-backed adoption reporting.
- Strengthen the data model of Salesforce and related systems including clean up, oversight, and controls.
- Assist with AI implementation by identifying use cases, defining business value, and validating outputs.
- Carry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practices.
Requirements
- Bachelor’s degree or equivalent professional experience.
- 2-4 years of business analysis, product management or platform delivery.
- Strong collaboration skills and professional presence with stakeholders across departments and levels.
- Ability to gather requirements, document processes, translate stakeholder input into actionable deliverables, and communicate clearly with both business and technology audiences.
- Advanced analytical, organizational, and problem-solving skills with close attention to detail.
- Ability to manage multiple priorities and see projects through discovery, delivery, testing, and adoption.
- Interest in digital platforms, data quality, process improvement, and emerging AI capabilities.
- Experience with client platforms such as Salesforce/CRM, client portals, financial advisor data is a plus.
- Experience in Private Wealth, Asset Management, Financial Services, or similar client-service environment.
- Salesforce/CRM experience, including familiarity with core concepts, data models, reporting, and workflows.
- Familiarity with AI-enabled tools, automation, data analytics, and/or prompt-based productivity tools.
- Experience with agile methodology, user stories, refinement, sprint ceremonies, or product delivery rituals.
- Experience supporting vendor and internal integrations including adoption measurement, training materials, change management, or vendor coordination.
- Ability to create executive-ready project updates, and concise summaries for leadership review.
Skills
- Salesforce
- CRM solutions
- Client portals
- Advisor desktop tools
- Workflow automation platforms
- Financial services technology
- Data analysis
- Process improvement
- AI-enabled capabilities
- Agile methodology
- User stories
- Prompt-based productivity tools
Location
- Philadelphia, PA
Work Type
- Hybrid
- 3 days per week in the office
Experience Level
- 2-4 years of business analysis, product management or platform delivery
Education Level
- Bachelor’s degree or equivalent professional experience
Benefits
- 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
About the Company
- 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.
- Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US.
Equal Opportunity
- Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics.