Senior Manager, Wealth Ops & Portfolio Leadership

Focus Financial Partners; Chicago (IL); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Hybrid work schedule

Job summary

Focus Partners is seeking a Senior Manager, Operations to lead a team delivering high-quality operational support within our wealth management business. The role focuses on day-to-day operations, process improvements, and cross-functional collaboration to enhance client service.

The position offers a hybrid work model with up to 3 in-office days per week and 2 remote days. The base pay ranges from $120,000 to $150,000, with potential bonuses and comprehensive benefits.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Accounting, or related field.
• 10+ years of experience in financial services operations or wealth management operations.
• 5+ years of people leadership with proven team development.
• Familiarity with Addepar or similar investment reporting and portfolio management platforms.
• Advanced Excel skills.
• CRM systems such as Dynamics 365 or Salesforce.

Responsibilities

• Lead, coach, and mentor a team of operations professionals.
• Foster a culture of accountability, collaboration, continuous improvement, and service.
• Conduct regular performance discussions and support employee development.
• Manage daily team operations, workforce planning, and employee-related matters.
• Oversee investment accounting activities, transaction processing, and portfolio record maintenance.
• Lead investment performance calculations and reporting.
• Manage production and delivery of monthly client statements.
• Oversee core operational processes to ensure accuracy and efficiency.
• Identify opportunities to improve workflows and scalability.
• Develop and maintain operational procedures and best practices.
• Lead process improvement initiatives with stakeholders.

Skills

Leadership

People management

Strategic thinking

Communication

Education

Bachelor's degree in Finance/Business/Economics/Accounting or related field

Tools

Addepar

Excel

CRM systems (Dynamics 365 or Salesforce)

Microsoft Office Suite

Job description

Focus Partners is seeking a Senior Manager, Operations to lead a team delivering high-quality operational support within our wealth management business. The role focuses on day-to-day operations, process improvements, and cross-functional collaboration to enhance client service.

The position offers a hybrid work model with up to 3 in-office days per week and 2 remote days. The base pay ranges from $120,000 to $150,000, with potential bonuses and comprehensive benefits.