Unknown Company

Wealth Management Portfolio Operations Lead

irvine, ca • Posted 2 weeks ago
Onsite Full Time Financial Advice & Private Banking

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 for deploying a new portfolio operations technology suite and ongoing PA operations including reconciliation, pricing, and client reporting.

The position has supervisory responsibilities and requires a strong background in investment management operations, with extensive use

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Wealth Management Portfolio Operations Lead in irvine at Unknown Company

This position is listed as full time and onsite.

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