Senior Manager, Operations

Focus Partners Wealth•Chicago, IL

9d•Hybrid

About The Position

Focus Partners Wealth 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.

Requirements

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.
Advanced Excel skills.
Intermediate to advanced experience with Addepar.
Experience with CRM systems; Dynamics 365 or Salesforce preferred.
Proficiency with Microsoft Office Suite.
Strong leadership, coaching, and talent development skills.
Excellent communication and relationship-building abilities.
Strong analytical thinking and problem-solving skills.
Experience leading operational improvements and change initiatives.
Ability to manage multiple priorities in a fast-paced environment.
Strong attention to detail and commitment to quality.

Nice To Haves

Familiarity with Addepar or similar investment reporting and portfolio management platforms.

Responsibilities

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.