Director of Operations

Salary: $120,000-$150,000

Who We are:
Cornerstone Private Asset Trust Company, LLC, is a boutique trust company that helps businesses and individuals
implement estate planning goals and transition wealth from one generation to the next. We provide services
above and beyond those of a traditional trust company by focusing on the individual nature of each client and
their long-term goals. With offices in Sioux Falls, SD and Bloomington, MN, Cornerstone provides unique tax
advantages to its clients as well as a wide variety of specialized trust services, including trusts under wills as well
as dynasty, charitable, revocable living wills.

Primary Purpose:
This role will act as Compliance Officer for Cornerstone as well as oversee all aspects of Trust Operations
function. This includes designing and implementing operations systems to streamline business operations and
maximize revenue. This role requires ability to manage process and people as well as efficiently translate
strategic vision into actionable tasks. This person is the AML/BSA expert internally and creates actionable and
proactive compliance policy and procedure to mitigate risk. This position is hybrid with some in office
expectation as well as opportunity to work remotely. Candidate must live in, or be open to relocating to Sioux Falls, SD.

Responsibilities Include but are not Limited to:
Oversees all aspects of Trust Operations function
Responsible for the leadership of all Trust Operations and Administrative staff
Manages, implements and owns all technology solutions including updates and employee training;
research and recommend changes when necessary
Manage new initiatives and efficiency projects
Responsible for compliance and due diligence including monthly, quarterly and annual process and
creating internal audit program
AML/BSA Compliance Officer
Quarterly and annual reporting for SDDB
Prepare and participate in annual audits
Responsible for continuous improvement including constantly analyzing existing processes and
optimizing for accuracy and efficiency
Independently identify priorities and opportunities for interdepartmental improvements
Ability to analyze data to help drive decision making
With direction from President, implement business strategy

Preferred Qualifications and Skills:
AML/BSA Expertise Required
Expertise in trust operations required
Demonstrated ability to provide quality and proactive solutions to clients
Ability and desire to help grow the organization while maintaining exemplary client service
Desire to proactively ask for and take feedback on performance and ability to implement changes as
necessary
Willingness to promote to a small office environment which can, at times, include contributing in ways
that may not directly corelate to the candidates skill set or job description
Excellent organizational and interpersonal skills
Creative problem-solving ability
Ability to exercise professional and technical discretion on matters of significance
Demonstrated ability to manage multiple tasks simultaneously and problem solve
Strong written and communication skills
Meticulous follow-up skills
Excellent verbal and written communication skills.
Excellent customer service skills
Exceptional attention to detail
Time management skills with a proven ability to meet deadlines
Analytical and problem-solving skills
Strong supervisory and leadership skills
Ability to prioritize tasks and to delegate them when appropriate
Ability to function well in a high-paced and at times stressful environment
Proficient with Microsoft Office Suite or related software

Who Should Apply:
If you like the idea of working in a small team environment
If you have a passion for compliance 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 Benefits. 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 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