Senior Portfolio Operations Manager, Wealth Management

First Foundation Advisors is seeking an energetic, highly motivated individual to fill the full-time Wealth Management Portfolio Operations Manager position at our Irvine, CA location. The role focuses on project management to implement a new portfolio operations tech suite and ongoing PA operations leadership.

Requirements include 7–10 years in investment management operations, proficiency with Advent/Orion/Bloomberg, strong MS Office and data skills, and the ability to supervise a PA team.