Trust Operations Manager: Automation & Growth Lead

Day Pitney LLP; Boston (MA); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) retirement plan

Paid time off

Job summary

Day Pitney LLP is seeking an experienced Trust Operations Manager to lead daily operational and processing functions in our Fiduciary Services group. The role oversees trust systems and service delivery for personal trust, estate, and agency accounts, and collaborates with attorneys and external partners to ensure accuracy and efficiency.

The ideal candidate has deep fiduciary software experience, 8+ years in trust operations, 3+ years of management, and professional designations such as

Qualifications

• 8+ years of experience in trust department operations.
• 3+ years of management experience.
• Mastery of fiduciary systems/applications.
• Organized, detail-oriented, execution-focused and able to handle competing priorities.
• Strong problem-solving skills with attention to detail and quality.
• Ability to work collaboratively with other team members and communicate effectively.

Responsibilities

• Supervise, train and mentor a small team of Trust Operations Specialists, fostering a collaborative operational culture.
• Manage day-to-day trust operations including account opening, money movements, trade settlements and corporate action processing, reconciliations, statement production, and fee processing.
• Provide trust operations support and fiduciary reporting expertise to attorneys, acting as liaison for complex requests and transaction troubleshooting.
• Collaborate with other department leaders to improve cross-team execution and alignment.
• Lead as the contact for our external fiduciary accounting platform provider and liaise with external partners including investment advisors.
• Design and implement operational frameworks focusing on automation, accuracy and efficiency in daily operations.
• Manage system configurations, user permissions, transaction mapping, onboarding, and monitoring of special assets for trust platform optimization.
• Serve as the primary operational contact for fiduciary compliance reviews and maintain accurate transaction logs and authorization records.
• Lead or contribute to fiduciary business priorities including growth initiatives, technology optimization, and strategic projects.

Skills

Trust operations

Fiduciary systems

Team leadership

Process improvement

Communication

Tools

SEI platform

Job description

Day Pitney LLP is seeking an experienced Trust Operations Manager to lead daily operational and processing functions in our Fiduciary Services group. The role oversees trust systems and service delivery for personal trust, estate, and agency accounts, and collaborates with attorneys and external partners to ensure accuracy and efficiency.

The ideal candidate has deep fiduciary software experience, 8+ years in trust operations, 3+ years of management, and professional designations such as