Senior Manager, Portfolio Operations

job description summary

focus partners is seeking a collaborative and strategic senior manager, operations to lead a team responsible for delivering high-quality operational support within our wealth management business. This individual will oversee day-to-day operations, drive process improvements, support cross-functional initiatives, and develop a high-performing team dedicated to operational excellence and client service.

focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week.

• lead, coach, and mentor a team of operations professionals.
• foster a culture of accountability, collaboration, continuous improvement, and exceptional service.
• conduct regular performance discussions, provide coaching and feedback, and support employee development.
• manage daily team operations, workforce planning, and employee-related matters.
• oversee investment accounting activities, transaction processing, and portfolio record maintenance within addepar.
• lead investment performance calculations and reporting.
• manage the production and delivery of monthly client statements.
• supervise daily operational workflows, data loads, and service requests
• oversee core operational processes and ensure work is completed accurately, efficiently, and within established service levels.
• identify opportunities to improve workflows, increase scalability, and enhance the overall client and employee experience.
• develop and maintain operational procedures and best practices.
• lead process improvement initiatives and partner with stakeholders to implement solutions.
• partner closely with client service, trading, advisory teams, technology, and other business partners to support operational initiatives and resolve escalated issues.
• serve as a key resource for addressing complex operational challenges and identifying long-term solutions.
• support organizational projects and strategic initiatives that enhance business effectiveness.
• promote operational controls and quality assurance practices that support data accuracy and consistency.
• oversee operational reviews and audits to ensure adherence to internal standards and regulatory requirements.
• help maintain a strong culture of accuracy, compliance, and operational excellence.

• bachelor's degree required; finance, business, economics, accounting, or related field preferred.
• 10+ years of experience in financial services operations, wealth management operations, investment operations, or a related field.
• 5+ years of people leadership experience with demonstrated success developing high-performing teams.
• familiarity with addepar or similar investment reporting and portfolio management platforms.
• advanced excel skills.
• experience with crm systems; dynamics 365 or salesforce preferred.
• proficiency with microsoft office suite.

this position is an exempt position. The annualized base pay range for this role is expected to be between $120,000 - $150,000 per year base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package.

Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

focus partners is an organization of wealth, asset, and business management resources…