- 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.
- 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
- 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.
- 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.
- 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.
- Bachelor's degree required; Finance, Business, Economics, Accounting, or related field preferred.
- 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.
- Familiarity with Addepar or similar investment reporting and portfolio management platforms.
- Advanced Excel skills.
- Intermediate to advanced experience with Addepar.
- Experience with CRM systems; Dynamics 365 or Salesforce preferred.
- Proficiency with Microsoft Office Suite.
- 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.
This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000 - $150,000 per year base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
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About Focus Financial Partners
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For California Applicants: Information on your California privacy rights can be found here
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Skills Required
- Bachelor's degree in Finance, Business, Economics, Accounting, or related field
- 10+ years of experience in financial services operations, wealth management operations, investment operations, or related field
- 5+ years of people leadership experience developing high-performing teams
- Experience in investment accounting, transaction processing, portfolio record maintenance, and producing client statements
- Advanced Excel skills
- Intermediate to advanced experience with Addepar (familiarity with similar investment reporting platforms acceptable)
- Experience with CRM systems; Dynamics 365 or Salesforce preferred
- Proficiency with Microsoft Office Suite
- Experience leading process improvement and operational excellence initiatives
Focus Partners Wealth Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Partners Wealth and has not been reviewed or approved by Focus Partners Wealth.
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Leave & Time Off Breadth — Hybrid schedules and empowered or unlimited‑style PTO, plus paid holidays, sick time, bereavement, and military leave, are emphasized across postings. These time‑off options are positioned as meaningful parts of the overall package.
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Parental & Family Support — Paid parental leave is called out in company materials and third‑party listings. Family‑support policies are presented as a positive component of the employment offering.
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Healthcare Strength — A comprehensive suite including medical, dental, vision, life insurance, and EAP is cited in job and employer‑provided listings. Core health coverage is described as standard to strong for the industry.
Focus Partners Wealth Insights
What We Do
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.
