Focus Partners Wealth
Senior Manager, Operations
Chicago, IL · Senior
Sponsorship not specified$100k-$150kDetected 7 days ago
SalesforceCRMAccountingExcelProcess ImprovementResearchLeadershipCommunicationCollaborationProblem SolvingMentoringMicrosoft Office
About the role
- Focus provides team members the flexibility to work a hybrid schedule.
Responsibilities
- 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.
- Conduct regular performance discussions, provide coaching and feedback, and support employee development.
- Manage daily team operations, workforce planning, and employee-related matters.
- Manage the production and delivery of monthly client statements.
- 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.
- Support organizational projects and strategic initiatives that enhance business effectiveness.
- Promote operational controls and quality assurance practices that support data accuracy and consistency.
Requirements
- 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.
- Education
- Bachelor's degree required
- Finance, Business, Economics, Accounting, or related field preferred.
- Experience
Nice to have
- Familiarity with Addepar or similar investment reporting and portfolio management platforms.
- Foster a culture of accountability, collaboration, continuous improvement, and exceptional service.
- Oversee investment accounting activities, transaction processing, and portfolio record maintenance within Addepar.
- 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.
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.
- Strong attention to detail and commitment to quality.
- About Focus Financial Partners
Compensation
- The annualized base pay range for this role is expected to be between $100,000 - $150,000 per year base salary compensation range.
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This listing is sourced directly from Focus Partners Wealth's careers page and normalized into a canonical job model.