Operations Manager

BGM Group • Sioux Falls, SD

7d

About The Position

Cornerstone Private Asset Trust Company, LLC is a boutique trust company dedicated to helping individuals and business owners achieve their estate planning goals and seamlessly transfer wealth across generations. We take a highly personalized, relationship-driven approach—delivering tailored solutions that go beyond the capabilities of traditional trust companies and align with each client’s long-term vision. As part of the BGM Group of companies , Cornerstone clients benefit from an integrated suite of services, including tax planning through our CPA firm, specialized cannabis accounting, private wealth management, and M&A advisory support. This collaborative model allows us to provide comprehensive, strategic guidance to both individuals and businesses at every stage of their financial journey. With offices in Sioux Falls, SD and Bloomington, MN, we leverage South Dakota’s favorable trust laws to offer meaningful tax advantages alongside a full range of specialized trust services, including trusts under wills, dynasty trusts, charitable trusts, and revocable living trusts.

We are seeking a hands-on Operations Manager to oversee and elevate our day-to-day operations. This role is ideal for someone who enjoys wearing multiple hats, thrives in a collaborative environment, and takes pride in building efficient, client-centered processes. You will play a key role in ensuring smooth trust administration, supporting a high-touch client experience, and helping the firm scale thoughtfully.

Requirements

• 4–8+ years in trust operations, wealth management, banking, or financial services
• Experience in a small firm or entrepreneurial environment
• Familiarity with trust structures and fiduciary responsibilities
• Experience with systems such as CRM tools, portfolio accounting, or document management platforms
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities independently
• Excellent communication and client service skills
• Problem-solving mindset with a proactive approach
• Comfort working in a smaller, less structured environment
• Proficiency in Microsoft Office and financial systems

Nice To Haves

• Bachelor’s degree preferred (Finance, Accounting, Business, or related field)
• Relevant industry experience may be substituted

Responsibilities

• Oversee daily trust operations, including account transactions, money movement, and recordkeeping
• Process and review deposits, transfers, and wires with a high level of accuracy
• Manage new account setup, including CIP and OFAC compliance
• Coordinate monthly billing and accounts receivable
• Prepare and review client statements and reporting
• Maintain and improve operational workflows, policies, and procedures
• Serve as the primary point of contact for internal systems (CRM, portfolio accounting, document management)
• Assist with pricing updates and administration of unique trust assets (e.g., ILITs, closely held assets)
• Partner with other BGM business lines (tax, wealth management, advisory) to support a seamless client experience
• Identify opportunities to streamline processes and improve efficiency
• Help recruit, onboard, and train new team members as the firm grows
• Provide day-to-day guidance and support to administrative/operations staff
• Contribute to a positive, team-oriented culture
• Support performance feedback and development conversations

Benefits

• 18 days paid time off, 8 paid holidays
• Health Medical with HSA and FSA options, dental, and vision
• 401(k) with a generous company contribution
• Access to a personal financial planner
• Legal and life insurance
• Get paid to give your time to the community
• Educational Benefits
• Flexible Work Models

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level