Hybrid Senior Trust Operations Manager

Connexion Systems & Engineering Inc.; Cambridge (MA); Hybrid; USD 135,000 - 165,000; Full time

Job summary

Connexion Systems & Engineering Inc. in Cambridge, MA is seeking an experienced Trust Operations Manager to lead daily operations, custody, and transaction processing for our Fiduciary Services group.

The role oversees trust systems, processes, and service delivery across personal trust, estate and agency accounts. The ideal candidate has 8+ years in trust operations, 3+ years in management, and mastery of fiduciary software with SEI platform familiarity.

Qualifications

• Bachelor's degree in a relevant field.
• 8+ years of experience in trust department operations.
• 3+ years of management experience.
• Mastery of fiduciary systems/applications.
• Strong communication and interpersonal skills.
• Professionalism, integrity, and discretion with confidential information.
• Familiarity with SEI platform for trust administration strongly preferred.

Responsibilities

• Supervise, train, and mentor a small team of Trust Operations Specialists.
• Oversee day-to-day operations: account opening, money movements, trade settlements, and reconciliations.
• Provide fiduciary reporting support to attorneys and internal clients.
• Collaborate with department leaders to improve cross-team execution.
• Liaise with external fiduciary accounting platforms and advisors.
• Design and implement efficient operational frameworks and procedures.
• Manage system configurations, permissions, and onboarding of assets.
• Support fiduciary compliance reviews and maintain logs and records.

Skills

Leadership

Team management

Communication

Attention to detail

Education

Bachelor's degree

Tools

Fiduciary software systems

SEI platform

Job description

Connexion Systems & Engineering Inc. in Cambridge, MA is seeking an experienced Trust Operations Manager to lead daily operations, custody, and transaction processing for our Fiduciary Services group.

The role oversees trust systems, processes, and service delivery across personal trust, estate and agency accounts. The ideal candidate has 8+ years in trust operations, 3+ years in management, and mastery of fiduciary software with SEI platform familiarity.