Investment Management & Trust Operations Senior Manager

Responsibilities: Lead client engagements to transform investment management and trust operations across onboarding, processing, accounting, reconciliation, and reporting Advise senior stakeholders on operating models, governance, risk and control frameworks, issue management, escalation, and reporting Design and assess process maps, control inventories, KRIs, SLAs/OLAs, vendor oversight artifacts, and procedures Evaluate automation, AI/ML, data platforms, and digital experiences for effects on controls, data quality, and regulatory obligations Lead multidisciplinary teams, oversee concurrent workstreams, mentor staff, and support business development via proposals and client presentations

Key requirements: 10+ years of experience in financial services or consulting supporting investment managers, wealth managers, trust entities, or related firms 3+ years of experience leading project workstreams delivering operating models, processes, risk, controls, governance, or regulatory remediation for investment management or trust operations Commutable distance to assigned office with ability to co-locate 1–2 times per week Ability to travel up to 50% on average Legally authorized to work in the United States without employer sponsorship independent and collaborative work style strong written and verbal communication attention to detail and quality experience with CRM systems portfolio or trust investment accounting platforms client portals