Operations Manager, Wealth Services & Client Experience

Pitcairn Trust Company, Llc; Conshohocken (Montgomery County); On-site; USD 110,000 - 170,000; Full time

Job summary

Pitcairn Trust Company, Llc in Conshohocken, PA, is seeking an Operations Manager to oversee daily account administration, cash management, and client bill pay, ensuring precise execution and exceptional service.

You will lead onboarding, coordinate across teams, drive efficiency, and implement system improvements while upholding firm controls and compliance. This role emphasizes leadership, collaboration, and a commitment to Pitcairn's values of excellence, curiosity, and collaboration.

Qualifications

• Bachelor’s degree in finance or business; 7+ years in securities processing or back-office roles.
• Experience leading operational teams in wealth management or financial services.
• Strong knowledge of account maintenance, cash processing, and trust processing.
• Proficient with financial systems and billing processes.

Responsibilities

• Manage a high-performing team responsible for client accounts, including account opening, maintenance, transaction processing, and issue resolution.
• Oversee the onboarding of new clients with timely account setup, accurate documentation, and a seamless transition into ongoing service.
• Supervise client bill pay and cash management functions, ensuring payments are processed accurately and promptly with firm controls and compliance.
• Collaborate with Investment Operations, Client Service, and other internal partners to deliver an integrated client experience across all operational touchpoints.
• Continuously evaluate and refine workflows to enhance scalability, strengthen controls, and improve efficiency and accuracy.

Skills

Operational leadership

Client service

Team development

Process improvement

Regulatory compliance

Education

Bachelor’s degree in finance or business

Job description

Pitcairn Trust Company, Llc in Conshohocken, PA, is seeking an Operations Manager to oversee daily account administration, cash management, and client bill pay, ensuring precise execution and exceptional service.

You will lead onboarding, coordinate across teams, drive efficiency, and implement system improvements while upholding firm controls and compliance. This role emphasizes leadership, collaboration, and a commitment to Pitcairn's values of excellence, curiosity, and collaboration.