Operations Manager

Pitcairn Trust Company•Conshohocken, PA

10d

About The Position

The Operations Manager plays a key role in ensuring the seamless, high-quality execution of Pitcairn’s operational activities. This individual oversees day-to-day operations across account administration, cash management, and client bill pay, ensuring accuracy, consistency, and efficiency. The role also leads new-client onboarding and supports a precise, responsive, and high-quality client experience. The Operations Manager is hands-on and fosters collaboration, innovation, and process improvements that enhance operational efficiency and client experience. The position includes leading and developing the operations team, supporting systems and automation enhancements, and monitoring operational performance.

Requirements

At least 7 years of experience in the securities processing industry and/or back-office functions, such as custody, income collection, corporate actions, and mutual fund processing.
Proven success managing operational teams and client service functions within a wealth management, trust, or financial services environment.
In-depth knowledge of account maintenance, cash processing, and trust processing.
Strong technical proficiency and familiarity with financial systems, client service platforms, and accounting or bill pay applications.
Strong interpersonal skills and excellent written and verbal communication.
Self-motivated, with curiosity, urgency, and accountability.
Ability to influence and establish credibility, trust, and confidence with clients and colleagues.

Nice To Haves

Bachelor’s degree in finance or business preferred.
Curiosity that supports creative problem-solving.
Ability to develop talent.

Responsibilities

Manage a high-performing team responsible for client accounts, including account opening, maintenance, transaction processing, and issue resolution.
Oversee new-client onboarding by coordinating across internal teams to ensure timely account setup, accurate documentation, and a seamless transition into ongoing service.
Supervise client bill pay and cash management, ensuring payments are processed accurately and promptly in accordance with firm controls, compliance requirements, and client expectations.
Lead internal control audits performed by outside vendors and support SEC and Department of Banking regulatory reporting and audit requirements.
Collaborate with Investment Operations, Client Service, and other internal partners to deliver an integrated client experience across operational touchpoints.
Evaluate and refine workflows to improve scalability, controls, efficiency, and accuracy.
Lead, coach, and develop team members, fostering engagement, accountability, and continuous learning and improvement.
Support and help implement systems, automation, and process enhancements aligned with the firm’s strategy and client experience goals.
Monitor key performance metrics for operational accuracy, timeliness, and service quality, identifying improvement opportunities.
Model Pitcairn’s values of Excellence, Curiosity, and Collaboration, fostering trust, integrity, and innovation.
Perform other duties as assigned for the efficient operation of the department.