Wealth Management Portfolio Operations Manager

About the role

On April 1, 2026, First Foundation Bank merged with and into Sunflower Bank, N.A., and First Foundation Advisors became a wholly owned subsidiary of FirstSun Capital Bancorp, the parent company of Sunflower Bank, N.A. First Foundation Advisors provides personalized wealth management, investment advisory, financial planning, and related services to individuals, families, businesses, and institutions. This full-time Wealth Management Portfolio Operations Manager position is located in Irvine, CA and reports to First Foundation Advisors.

Pay

The salary range for this position is $105,500 to $150,000 depending on knowledge, skills, abilities, experience, and location.

Responsibilities

• Portfolio Accounting (PA) lead on FFA Project Team for any conversion/implementation of new technology, software applications, or upgrades that impact PA
• Collaborate with Project Team to identify business requirements, success criteria, available resources, and risks, and complete project deliverables as scheduled.
• Coordinate with outside vendors who supply services related to Portfolio Accounting to identify and resolve any issues.
• Responsible for the design of new, as well as maintenance of existing, Portfolio Accounting workflows.
• Manage the Portfolio Accounting team, including oversight of reconciliation, corporate actions, pricing, account-level performance measurement, quarterly client reporting, and assistance with vendor management.
• Daily review and resolution of custodial issues, including those with the FFB Trust Department.
• Final review of daily reconciliation files for errors and omissions, and communication of the correction process with Portfolio Accounting team members
• Co-ordinate with Trading, Account Services, and Billing with respect to workflows and data handled by these teams that are impacted by/impacts PA
• Oversight of development and review of risk control reports
• Direct PA team in the resolution of data integrity items, workflow inefficiencies, and enhanced reporting
• Disseminate industry and job-related knowledge to team members via on-site and remote training
• Responsible for completion of all required and assigned training modules by established due dates
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
• Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
• Understand and participate in the Bank’s Community Reinvestment Act program.
• Perform other duties as assigned.

Requirements

• High School diploma or equivalent required; higher degree preferred
• Minimum of 7 to10 years of experience in investment management operations
• General knowledge of investment management and finance.
• Familiarity with security types in which FFA invests
• Well organized – ability to design and implement successful project plans
• Ability to work independently and think creatively
• Proficiency with Microsoft Office, as well as technology applications used in an investment operations setting (i.e., Advent, Orion, Bloomberg, etc.)
• Comfortable using database technology
• Excellent verbal/written communication skills with the ability to effectively communicate with all levels of personnel
• Self-motivated, detail-oriented team player
• Must be bondable.

Benefits

• 401(k) Plan with 6% Match
• Health/Dental/Vision Insurance
• Company-paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid Holidays
• Plus many more associate perks & incentives!