Conshohocken, Pennsylvania, United States · On-site
Pitcairn’s innovative Shared Single-Family Office ® model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-…
Skills: Business Analysis, Project Coordination, AI Adoption, Change Management, Requirements Gathering
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The role acts as a bridge between business teams and IT to translate operational needs into technology solutions, with a heavy focus on AI adoption and process innovation. Responsibilities include coordinating IT projects from initiation to go-live and documenting functional requirements across Finance, Wealth Management, and Compliance.
Requires a Bachelor's degree and 3 to 5 years of experience as a Business Analyst or IT Project Coordinator, preferably within financial services. Candidates should have demonstrated experience in requirements gathering, technology implementation, and familiarity with Agile frameworks.
Pitcairn’s innovative Shared Single-Family Office ® model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support.
We look for individuals who reflect our core values, excellence, collaboration, curiosity, innovation, and integrity. By bringing in talent aligned with these principles, we foster a workplace culture that drives continuous improvement and breakthrough solutions, while also supporting a healthy work-life balance.
The IT Project & Business Analyst serves as a key connector between Pitcairn's business teams and its technology organization, translating operational needs into actionable solutions and ensuring technology investments deliver meaningful, lasting value. This individual plays a central role in driving the firm's evolving technology agenda, including the evaluation and rollout of applications/software, the adoption of AI tools and workflows, and the continuous improvement of business processes across the firm.
Reporting to IT leadership and collaborating closely with stakeholders across Finance, Wealth Management, Compliance and Operations, this role is well-suited for a curious, organized, and collaborative professional who thrives at the intersection of technology and business.
Successful candidates will possess a broad range of skills including:
Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.
The Shared Single–Family Office® that can help you protect, grow, and keep more of your wealth.
Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support. At Pitcairn, we look to hire individuals who embody our core values of excellence, collaboration, curiosity, innovation, and integrity. By recruiting talented professionals who exemplify these principles, we maintain a vibrant workplace that ensures our consistent delivery of an exceptional client experience. Pitcairn is headquartered in suburban Philadelphia in Conshohocken, PA, with offices and professionals in New York, Baltimore, San Francisco, Washington, DC, and Palm Beach, Florida.
Offices: 161 Washington St, Suite 801, Conshohocken, Pennsylvania 19428, US · 1270 Avenue of the Americas, Suite 2503, New York, NY 10020, US · 6300 Blair Hill Ln, Suite 302, Baltimore, Maryland 21209, US
The Shared Single–Family Office® that can help you protect, grow, and keep more of your wealth.
Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support. At Pitcairn, we look to hire individuals who embody our core values of excellence, collaboration, curiosity, innovation, and integrity. By recruiting talented professionals who exemplify these principles, we maintain a vibrant workplace that ensures our consistent delivery of an exceptional client experience. Pitcairn is headquartered in suburban Philadelphia in Conshohocken, PA, with offices and professionals in New York, Baltimore, San Francisco, Washington, DC, and Palm Beach, Florida.
Offices: 161 Washington St, Suite 801, Conshohocken, Pennsylvania 19428, US · 1270 Avenue of the Americas, Suite 2503, New York, NY 10020, US · 6300 Blair Hill Ln, Suite 302, Baltimore, Maryland 21209, US
