Senior Manager, Portfolio Operations

Focus Financial Partners•Chicago, IL

57d•$120,000 - $150,000•Hybrid

About The Position

Focus Partners is seeking a collaborative and strategic Senior Manager, Operations to lead a team responsible for operational support within its wealth management business. The role oversees day-to-day operations, drives process improvements, supports cross-functional initiatives, and develops a high-performing team focused on operational excellence and client service. The position provides operational leadership across investment accounting, transaction processing, portfolio record maintenance in Addepar, investment performance calculations and reporting, and monthly client statement production. The Senior Manager also supervises workflows, data loads, and service requests; maintains operational procedures and controls; and partners with business teams to address complex issues and implement improvements. The position follows a hybrid schedule: three days per week in the office and the option to work remotely two days per week. It is exempt. The expected annual base salary range is $120,000–$150,000. Actual pay may vary based on experience, expertise, work location, and skills. Additional compensation may include an annual cash bonus and benefits such as medical, dental, vision, life insurance, and a 401(k). The job title may change based on the selected candidate’s experience and education.

Requirements

Bachelor’s degree required.
10 or more years of experience in financial services operations, wealth management operations, investment operations, or a related field.
5 or more 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.
Proficiency with Microsoft Office Suite.

Nice To Haves

A degree in Finance, Business, Economics, Accounting, or a related field is preferred.
Experience with Dynamics 365 or Salesforce is preferred.

Responsibilities

Lead, coach, and mentor a team of operations professionals.
Foster accountability, collaboration, continuous improvement, and exceptional service.
Conduct performance discussions, provide coaching and feedback, and support employee development.
Manage daily team operations, workforce planning, and employee-related matters.
Oversee investment accounting, 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 accurate, efficient, and completed within service levels.
Identify opportunities to improve workflows, scalability, and client and employee experience.
Develop and maintain operational procedures and best practices.
Lead process improvement initiatives and work with stakeholders to implement solutions.
Partner with Client Service, Trading, Advisory, Technology, and other business partners on operational initiatives and escalated issues.
Address complex operational challenges and identify 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 culture of accuracy, compliance, and operational excellence.