Job Information
WSFS Bank Director of Investment Operations and Administration in Berwyn, Pennsylvania
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, To view the full job description please use the link below. https://www.aplitrak.com/?adid=YmJnZW5lcmljLjgwNzc0LjEwODY1QHdzZnNiYW5rY29tcC5hcGxpdHJhay5jb20