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Glenmede Tech Stack
Wealth and asset management for high-net-worth families and institutions
Glenmede is a Philadelphia-based wealth manager serving high-net-worth clients and institutions with a 65+ year track record. The tech stack—Salesforce, Power BI, UiPath, and SQL Server–based tools—reflects a finance-operations-first organization automating reporting and compliance workflows. Hiring is heavily concentrated in finance and administrative roles (24 of 42 open positions), with active projects centered on tax administration, fiduciary outsourcing, ETF launches, and RFP process improvement—signaling operational scaling and product expansion rather than technology-led innovation.
Tech Stack 17 technologies
Core StackSalesforce Python Power BI HubSpot .NET ASP.NET C# Visual Studio EFTPS UiPath On24 SQL SQL Server Integration Services SQL Server Reporting Services SharePoint Azure DevOps Server Excel
What Glenmede Is Building
◆Challenges
- Complex family relationships
- Attracting high-net-worth clients
- Rfp process inefficiency
- Client experience improvement
- Centralized electronic payment solutions
- Improving consistency in account coding
- Enhancing administrative reporting systems
- Identifying training material updates
- Managing fiduciary tax outsource engagement
- Meeting deadlines
▲Active Projects
- Prospecting strategy design
- Improving consistency in account coding, processing, documentation, and reporting
- Developing administrative and reporting systems
- Fiduciary tax outsource engagement administration
- Tax and account administration
- Launch of initial gim etfs
- Oversight of gim mutual fund/etf complex
- Business plan implementation
- Sales opportunity sourcing
- Rfp process improvement initiative
Hiring Activity
Steady40 roles · 15 in 30d
Department
Seniority
Notable leadership hires: Chief Compliance Officer
Company intelligence
