Operations Manager - Trust Operations
About The Position
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Operations Manager within PNC's Asset Transfer Preparation organization, you will be based in Cleveland, OH, Birmingham, AL, Pittsburgh, PA, Indianapolis, IN, or Charlotte, North Carolina. Management experience within Trust Operations is strongly preferred! As an Operations Manager within PNC’s Asset Transfer Preparation organization, you will lead and support the ten-person Preparation and Managed Account Operations team. This is an entry level management role. This role is responsible for overseeing the accurate and timely processing of asset transfers and ensuring operational excellence across the end‑to‑end workflow.
Requirements
- Demonstrated strength in critical thinking and high‑level problem solving.
- Experience managing operational workflows in a regulated, high‑volume environment (financial services experience strongly preferred).
- Proven ability to lead, develop, and engage teams while driving consistent execution.
- Strong attention to detail with the ability to balance risk management and service delivery.
- 5+ years of related experience.
- At least 2 years of previous supervisory experience is required.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Nice To Haves
- Management experience within Trust Operations is strongly preferred!
Responsibilities
- Oversee the setup and processing of asset transfer service requests, ensuring accuracy based on client instructions, transfer of cash and assets, and required verifications.
- Ensure operational controls and procedures are followed to support accurate, compliant, and timely asset transfers.
- Monitor team workflow and capacity to ensure work is distributed evenly and service level expectations are met.
- Actively support the team by resolving escalations, identifying root causes, and implementing process improvements.
- Partner with internal stakeholders to address issues impacting asset transfer processing and client experience.
- Conduct regular career development conversations, coaching, and performance feedback with team members.
- Manage performance, including handling escalations and administering corrective actions as needed.
- Foster a collaborative, inclusive, and results‑driven team environment.
- Executes operating plan and communicates strategic direction to operations team.
- Responsible for one or more functions across one or more sites.
- Manages supervisors and/or individual contributors.
- Manages and is responsible for achieving desired business results.
- Acts as a point of escalation and resolves exceptions.
- May process and/or reconcile transactions of varying risk and financial value in accordance with established policies and procedures.
- Partners internally to resolve escalations and provide guidance.
- Interacts with external customers and/or third parties in completing transactions or resolving escalated issues.
- Provides coaching and development to team members.
- Leads staff meetings, communicates the strategic direction and translates into tactical operating plans.
- Provides consultation and advice to service partners and customers.
- Identifies, influences, and implements process improvement initiatives and serves as a representative for the operations group on projects.
- Develops and/or approves standard operating procedures as appropriate.
- Recommends policy improvements.
- Reviews transaction and/or reports to identify exceptions, monitor quality and ensure compliance.
- Manages and is accountable for risk mitigation and business resiliency activities.
- Verifies completeness and accuracy of procedures.
Benefits
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level; and years of service.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
