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.
PRIMARY FUNCTION:
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.
RESPONSIBILITIES:
AI Adoption and Process Innovation
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Serve as a hands-on champion for AI adoption across the firm, partnering with business teams and IT leadership to identify, prioritize, and implement AI tools and workflows that drive meaningful operational improvements.
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Lead change management and user enablement efforts for AI platform rollouts, including developing training materials, facilitating onboarding sessions, tracking adoption, and gathering feedback to continuously refine the approach.
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Proactively research emerging AI technologies and automation solutions relevant to the wealth management and family office industry, translating findings into structured recommendations for IT leadership.
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Build and maintain a library of practical use cases, helping colleagues across Finance, Wealth Management, Compliance, and Operations get tangible value from tools such as Claude and ChatGPT.
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Identify and document opportunities for internal process automation, working cross-functionally to redesign workflows and reduce manual effort across the firm.
Project Coordination and Business Analysis
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Coordinate IT projects from initiation through go-live, maintaining project plans, status reports, risk logs, and stakeholder communications to keep work on track and teams aligned.
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Elicit, document, and validate business and functional requirements through stakeholder interviews, workshops, and process observation.
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Support the evaluation, onboarding, and implementation of new technologies, including facilitation of vendor demos, training support, and go-live readiness.
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Maintain accurate and up-to-date IT process documentation, procedures, and platform integration records as Pitcairn's technology stack evolves.
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Support the development of IT metrics and reporting to help leadership monitor project health, platform adoption, and operational performance.
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Perform other duties as assigned for the efficient operation of the department.
EDUCATION/EXPERIENCE:
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Bachelor's degree in Information Technology, Business Administration, Finance, or a related field required.
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A minimum of 3 to 5 years of experience in a business analyst, IT project coordinator, or hybrid BA/PM role, ideally within financial services, wealth management, or a professional services environment.
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Demonstrated experience gathering and documenting business requirements, facilitating stakeholder workshops, and supporting technology implementations.
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Familiarity with technology evaluation and onboarding, including change management support.
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Experience working in or supporting Agile/Scrum project delivery frameworks.
PREFERRED QUALIFICATIONS:
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Familiarity with wealth-tech platforms such as Tamarac, Addepar, Orion, BlackDiamond, QuickBooks, MoneyGuide Pro, eMoney, Lumiary, etc.
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Exposure to AI and LLM platforms such as Claude, ChatGPT, or similar enterprise AI tools.
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Professional certifications such as PMI-PBA, CBAP, PMP, or Agile/Scrum certifications (CSM, CSPO).
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Basic understanding of data concepts, system integrations, or API workflows.
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Experience supporting compliance or regulatory-adjacent technology projects.
DESIRABLE ATTRIBUTES:
Successful candidates will possess a broad range of skills including:
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Strong interpersonal skills with excellent written and verbal communication
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Curiosity that lends itself to creative problem-solving
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Self-motivated with a sense of curiosity, urgency, and accountability
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Ability to influence and establish credibility, trust, and confidence with colleagues and stakeholders
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Adaptability and openness to change in a firm that is actively evolving its technology landscape
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Alignment with Pitcairn's values of Excellence, Curiosity, Collaboration, Innovation, and Integrity
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.
