2 senior director jobs found in Berwyn

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 Manager Research Analyst reports to the Director of Alternative Investments and Manager Research and may functionally report to Director of Advisory Services. The Analyst will be responsible for conducting comprehensive portfolio due diligence, evaluating investment opportunities, and monitoring market trends. This role requires attention to details and analytical independent judgement and decision. The incumbent will have communication with senior investment personnel internally and third-party investment managers. In addition, the incumbent will work with the Director of Alternative Investment and Manager Research and...

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...