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WSFS Bank · 1 month ago

Director of Investment Operations & Administration

Berwyn, PA

Full-time

Onsite

Senior Level, Lead/Staff

$157K/yr - $257K/yr

10+ years exp

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions. The Director of Investment Operations and Administration plays a pivotal role in managing the firm’s investment operations and ensuring that investment processes run effectively and efficiently while maintaining compliance with firm-wide policies and procedures.

BankingFinanceFinancial Services

Responsibilities

Work closely with the CIO and investment team to operationalize investment ideas, streamline trade processes, and drive efficiency in portfolio implementation and centralized account management

Lead the operational onboarding of new strategies, products, and vehicles

Partner with COOs to support trade settlement, reconciliations, portfolio accounting, and performance reporting, ensuring data accuracy and timeliness across systems and third-party providers

Develop and maintain robust operational policies and procedures aligned with regulatory and fiduciary requirements

Support the Investment Committee, Account Review Committee and Working Groups with documentation, reporting, and recordkeeping

Partner with Client Service and Operations teams to ensure that key subscription and suitability documents and funding commitments are managed efficiently and in a timely manner

Partner with Compliance and Risk to ensure data integrity, operational controls, and adherence to firm-wide governance standards

Oversee investment systems, databases, and workflow tools to support portfolio management and reporting

Drive automation and digital transformation initiatives across investment operations

Ensure data accuracy, consistency, and accessibility across internal systems

Chair the Private Wealth Advisor Council and provide administrative leadership for the CIO, Investment Research and Strategy team, and the broader investment management business

Manage, mentor, and develop a team of investment operations professionals

Foster a culture of accountability, collaboration, and continuous improvement

Serve as a liaison between the investment, finance, and compliance teams to ensure coordinated and transparent processes

Qualification

Investment OperationsPortfolio Accounting SystemsTrade WorkflowsOperational ControlsVendor RelationshipsData ManagementAnalytical SkillsLeadership SkillsCommunication SkillsCollaboration SkillsAttention to Detail

Required

Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred

10+ years of progressive experience in investment operations or administration within an asset management, endowment, or family office environment

Strong understanding of investment instruments across public and private markets, including alternative investments

Proven experience managing operational infrastructure, vendor relationships, and cross-functional teams

Deep knowledge of portfolio accounting systems, trade workflows, and operational controls

Excellent organizational, analytical, and leadership skills

High attention to detail and commitment to accuracy, integrity, and process excellence

Familiarity with trading and portfolio management systems (e.g., Eclipse, Orion, Bloomberg, Morningstar and Factset); Understanding of data management, reporting, and planning systems used in Private Wealth Management; Comfort navigating technology and digital transformation initiatives

Strategic thinker with a strong execution orientation

Collaborative and solutions-driven with the ability to work effectively across functions

Strong communication and interpersonal skills, with the presence to engage with senior leadership and external partners

Adaptable and proactive in a dynamic, fast-paced environment