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Focus Partners

Strategic Portfolio Operations Leader - Wealth Management

chicago, IL

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About this opportunity

Focus Partners lists this Strategic Portfolio Operations Leader - Wealth Management opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Focus Partners is seeking a Senior Manager, Operations to lead a high-performing team delivering wealth management operational support. You will drive process improvements, oversee daily operations, and partner with cross-functional teams to ensure accuracy and client service.

The role offers a hybrid schedule (3 days in office per week, 2 remote), and requires 10+ years in financial services operations with strong leadership and Addepar/Excel CRM experience.

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Worksite address

chicago, IL, 60290, US

Who can apply

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