WSFS Bank

Director of Investment Operations & Administration

WSFS Bank

4 months ago
Berwyn, PA
Hybrid
Full Time
Director
0 applicants
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WSFS Bank
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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.

Skills

Qualifications

Bachelor's Degree in Finance, Accounting, or EconomicsMBA (Preferred)CFA (Preferred)
WSFS Bank

About WSFS Bank

wsfsbank.com

WSFS has been uplifting the people, businesses and Communities it serves for nearly 200 years, creating a world in which everyone can thrive.

About WSFS Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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