Director of Investment Operations & Administration
WSFS Bank(2 months ago)
About this role
The Director of Investment Operations and Administration leads the firm’s investment operations and the operational systems supporting the Chief Investment Office, acting as the central liaison between investment leadership and advisors. The role emphasizes strategic oversight, governance, and enhancing the client experience within a wealth management business.
Required Skills
- Trade Implementation
- Account Management
- Portfolio Accounting
- Performance Reporting
- Vendor Management
- Operational Controls
- Risk Management
- Data Management
- Automation
- Digital Transformation
+5 more
Qualifications
- Bachelor's Degree in Finance, Accounting, or Economics
- MBA (Preferred)
- CFA (Preferred)
About WSFS Bank
wsfsbank.comWSFS has been uplifting the people, businesses and Communities it serves for nearly 200 years, creating a world in which everyone can thrive.
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