Unknown Company

Wealth Management Portfolio Operations Lead

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

Sunflower Bank, N.A. seeks an energetic, highly motivated Wealth Management Portfolio Operations Manager for our Irvine, CA location.

This full-time role leads the Portfolio Accounting team and drives implementation of new portfolio ops tech, including reconciliation, reporting, and vendor coordination. The position requires strong project management and leadership skills and a deep understanding of investment management operations.

#J-18808-Ljbffr

Wealth Management Portfolio Operations Lead in irvine at Unknown Company

This position is listed as full time and onsite.

Back to Job Search