Director of Investment Operations & Administration
Bryn Mawr Trust
•
Berwyn, PA
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0
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Not Applicable
Posted April 3, 2026
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Responsibilities
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.
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Requirements
- 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.
Education
- (Not required) – Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
Job Description
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
The Director of Investment Operations and Administration plays a pivotal role in managing the firm’s investment operations from trade implementation and centralized account management to the operational systems that power the Chief Investment Office. As the central link between the CIO team and advisors, this leader ensures that investment processes run effectively, efficiently, and in compliance with firm-wide policies and procedures. The incumbent will work collaboratively with senior executives, portfolio managers, and service partners. In addition, the Director combines strategic oversight with operational discipline to advance the firm’s governance and elevate the client experience.
Job 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.
Minimum Qualifications:
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.
Salary Range:
$156,562.00 - $257,207.50
Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
The Director of Investment Operations and Administration plays a pivotal role in managing the firm’s investment operations from trade implementation and centralized account management to the operational systems that power the Chief Investment Office. As the central link between the CIO team and advisors, this leader ensures that investment processes run effectively, efficiently, and in compliance with firm-wide policies and procedures. The incumbent will work collaboratively with senior executives, portfolio managers, and service partners. In addition, the Director combines strategic oversight with operational discipline to advance the firm’s governance and elevate the client experience.
Job 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.
Minimum Qualifications:
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.
Salary Range:
$156,562.00 - $257,207.50
Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.