Senior Manager, Operations

Position Summary 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. The successful candidate 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. Primary Responsibilities Team Leadership & Development 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. Investment Accounting & Reporting 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. Operational Excellence 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. Cross‑Functional Collaboration 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. Data Integrity & Risk Management 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. Qualifications Education Bachelor’s degree required; Finance, Business, Economics, Accounting, or related field preferred. Experience 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. Preferred Qualifications Familiarity with Addepar or similar investment reporting and portfolio management platforms. Technical Skills Advanced Excel skills. Intermediate to advanced experience with Addepar. Experience with CRM systems; Dynamics 365 or Salesforce preferred. Proficiency with Microsoft Office Suite. Skills & Competencies 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. Compensation & Benefits This is an exempt position. The annualized base pay range for this role is $150,000 – $175,000 per year. Additional compensation may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k). Equal Employment Opportunity Statement Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate’s skill set, without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state, and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. For more information on your privacy rights, please visit the company website. #J-18808-Ljbffr