Wealth Management Portfolio Operations Manager

Sunflower Bank, N.A.•Irvine, CA

1d•Onsite

About The Position

On April 1, 2026, First Foundation Bank merged with and into Sunflower Bank, N.A. Additionally, First Foundation Advisors became a wholly owned subsidiary of FirstSun Capital Bancorp, the parent company of Sunflower Bank, N.A. First Foundation Advisors is an affiliated company of Sunflower Bank, N.A., and both organizations are wholly owned subsidiaries of FirstSun Capital Bancorp. While positions for both companies may be posted through Sunflower Bank's career site, this opportunity is with First Foundation Advisors. First Foundation Advisors provides personalized wealth management, investment advisory, financial planning, and related services to individuals, families, businesses, and institutions. Together with Sunflower Bank, we are committed to helping clients achieve their financial goals through a relationship-focused approach and exceptional service. First Foundation Advisors is looking for an energetic, highly motivated individual to fill the full-time Wealth Management Portfolio Operations Manager position at our Irvine, CA Location. The salary range for this position is $105,500 to $150,000 depending on knowledge, skills, abilities, experience, and location.

Requirements

High School diploma or equivalent required; higher degree preferred
Minimum of 7 to10 years of experience in investment management operations
General knowledge of investment management and finance.
Familiarity with security types in which FFA invests
Well organized – ability to design and implement successful project plans
Ability to work independently and think creatively
Proficiency with Microsoft Office, as well as technology applications used in an investment operations setting (i.e., Advent, Orion, Bloomberg, etc.)
Comfortable using database technology
Excellent verbal/written communication skills with the ability to effectively communicate with all levels of personnel
Self-motivated, detail-oriented team player
Must be bondable.

Responsibilities

Portfolio Accounting (PA) lead on FFA Project Team for any conversion/implementation of new technology, software applications, or upgrades that impact PA
Collaborate with Project Team to identify business requirements, success criteria, available resources, and risks, and complete project deliverables as scheduled.
Coordinate with outside vendors who supply services related to Portfolio Accounting to identify and resolve any issues.
Responsible for the design of new, as well as maintenance of existing, Portfolio Accounting workflows.
Manage the Portfolio Accounting team, including oversight of reconciliation, corporate actions, pricing, account-level performance measurement, quarterly client reporting, and assistance with vendor management.
Daily review and resolution of custodial issues, including those with the FFB Trust Department.
Final review of daily reconciliation files for errors and omissions, and communication of the correction process with Portfolio Accounting team members
Co-ordinate with Trading, Account Services, and Billing with respect to workflows and data handled by these teams that are impacted by/impacts PA
Oversight of development and review of risk control reports
Direct PA team in the resolution of data integrity items, workflow inefficiencies, and enhanced reporting
Disseminate industry and job-related knowledge to team members via on-site and remote training
Responsible for completion of all required and assigned training modules by established due dates
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
Understand and participate in the Bank’s Community Reinvestment Act program.
Perform other duties as assigned.