Operations Manager

Cornerstone Private Asset Trust Company, LLC – Sioux Falls, SD

Who We Are

Cornerstone Private Asset Trust Company, LLC is a boutique trust company dedicated to helping individuals and business owners achieve their estate planning goals and seamlessly transfer wealth across generations. We take a highly personalized, relationship-driven approach—delivering tailored solutions that go beyond the capabilities of traditional trust companies and align with each client’s long-term vision.

As part of the BGM Group of companies, Cornerstone clients benefit from an integrated suite of services, including tax planning through our CPA firm, specialized cannabis accounting, private wealth management, and M&A advisory support. This collaborative model allows us to provide comprehensive, strategic guidance to both individuals and businesses at every stage of their financial journey.

With offices in Sioux Falls, SD and Bloomington, MN, we leverage South Dakota’s favorable trust laws to offer meaningful tax advantages alongside a full range of specialized trust services, including trusts under wills, dynasty trusts, charitable trusts, and revocable living trusts.

Primary Purpose

We are seeking a hands-on Operations Manager to oversee and elevate our day-to-day operations. This role is ideal for someone who enjoys wearing multiple hats, thrives in a collaborative environment, and takes pride in building efficient, client-centered processes.

You will play a key role in ensuring smooth trust administration, supporting a high-touch client experience, and helping the firm scale thoughtfully.

Responsibilities Include But Are Not Limited To

• Oversee daily trust operations, including account transactions, money movement, and recordkeeping
• Process and review deposits, transfers, and wires with a high level of accuracy
• Manage new account setup, including CIP and OFAC compliance
• Coordinate monthly billing and accounts receivable
• Prepare and review client statements and reporting
• Maintain and improve operational workflows, policies, and procedures
• Serve as the primary point of contact for internal systems (CRM, portfolio accounting, document management)
• Assist with pricing updates and administration of unique trust assets (e.g., ILITs, closely held assets)
• Partner with other BGM business lines (tax, wealth management, advisory) to support a seamless client experience
• Identify opportunities to streamline processes and improve efficiency
  
  

Leadership & Team Support

• Help recruit, onboard, and train new team members as the firm grows
• Provide day-to-day guidance and support to administrative/operations staff
• Contribute to a positive, team-oriented culture
• Support performance feedback and development conversations
  
  

Preferred Qualifications And Skills

• 4–8 years in trust operations, wealth management, banking, or financial services
• Experience in a small firm or entrepreneurial environment
• Familiarity with trust structures and fiduciary responsibilities
• Experience with systems such as CRM tools, portfolio accounting, or document management platforms
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities independently
• Excellent communication and client service skills
• Problem-solving mindset with a proactive approach
• Comfort working in a smaller, less structured environment
• Proficiency in Microsoft Office and financial systems
• Bachelor’s degree preferred (Finance, Accounting, Business, or related field)
• Relevant industry experience may be substituted
  
  

Who Should Apply

• If you like the idea of working in a small team environment
• If you have a passion for operations and leadership
• If you are driven, detail oriented, and have fresh ideas and enthusiasm at work
• If you enjoy a challenge and are open to building a department, process and procedures
  
  

What You'll Love About Us

• Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation. 18 days paid time off, 8 paid holidays,
• Health Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
• Give back. Get paid to give your time to the community: ask us about this!
• Educational Benefits. Whether you are studying for your industry certifications, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.
  
  

Not sure if you qualify? Think about applying anyway:

We understand that not everyone brings 100% of the skills and experience for the role. At Cornerstone we are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds. Whether you are looking to grow your skills, returning to work after a gap in employment or looking to take the next step in your career, we are excited to learn more about you and encourage you to apply!

BGM/Cornerstone is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.