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Portfolio Operations Manager Jobs in Arizona (NOW HIRING)

AssetMark, Inc.

Trade Operations Manager

Phoenix, AZ · On-site

$110K - $130K/yr

Strong knowledge of trading workflows, portfolio rebalancing, and operational risk and control practices within advisory or asset management environments * Proven ability to lead cross-functional ...

AssetMark

Trade Operations Manager

Phoenix, AZ · Hybrid

$110K - $130K/yr

Strong knowledge of trading workflows, portfolio rebalancing, and operational risk and control practices within advisory or asset management environments * Proven ability to lead cross-functional ...

Abbott

Operations Manager

Scottsdale, AZ

$129K - $258K/yr

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Liaise with functional or operational area managers (for example in supply and logistics, or sales ...

Abbott

Operations Manager

Scottsdale, AZ · On-site

$129K - $258K/yr

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Liaise with functional or operational area managers (for example in supply and logistics, or sales ...

Abbott

Operations Manager

Scottsdale, AZ · On-site

$129K - $258K/yr

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Liaise with functional or operational area managers (for example in supply and logistics, or sales ...

Marriott

Operations Manager

Scottsdale, AZ · On-site

JOB SUMMARY Supports the successful execution of all operations in the hotel operations departments ... In joining Courtyard, you join a portfolio of brands with Marriott International. Be where you can ...

Deloitte

Deployment & Operations Manager

Tempe, AZ

The Deployment & Operations Leader is a common, LSHC Center-embedded leadership role accountable ... Manage center research portfolio * Maintain a single, integrated portfolio plan and view of all ...

Marriott International

Operations Manager

Scottsdale, AZ · On-site

$25.77 - $29.33/hr

JOB SUMMARY Supports the successful execution of all operations in the hotel operations departments ... In joining Courtyard, you join a portfolio of brands with Marriott International. Be where you can ...

Payabli

As the CX Operations Manager at Payabli, you are the systems, data, and infrastructure engine ... Monitor partner health indicators across the portfolio and flag at-risk accounts to CX leadership ...

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All JobsPortfolio Operations JobsPortfolio Operations Manager JobsPortfolio Operations Manager Jobs in Arizona

Portfolio Operations Manager information

See Arizona salary details

$34.5K

$93.6K

$174.7K

How much do portfolio operations manager jobs pay per year?

As of Aug 12, 2026, the average yearly pay for portfolio operations manager in Arizona is $93,616.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $121,100.00 per year, depending on experience, location, and employer.

What are some typical challenges faced by a portfolio operations manager, and how can they be addressed?

Portfolio Operations Managers often encounter challenges such as aligning processes across multiple portfolio companies, ensuring timely and accurate reporting, and managing cross-functional communication. To address these, it's essential to establish clear operating procedures, leverage standardized reporting tools, and maintain regular check-ins with key stakeholders. Building strong relationships with both internal teams and portfolio company leaders helps facilitate smoother operations and quick resolution of issues.

What is the difference between Portfolio Operations Manager vs Investment Analyst?

AspectPortfolio Operations ManagerInvestment Analyst
Primary FocusOversees portfolio performance, operational efficiency, and process improvementsAnalyzes investment opportunities, market trends, and financial data
Required SkillsProject management, operational expertise, financial analysisFinancial modeling, research, data analysis
Work EnvironmentPortfolio management teams, operations departmentsResearch teams, investment firms, financial institutions
CertificationsCFP, CFA, or similar financial certifications often preferredCFA, CPA, or related certifications common

The main difference is that a Portfolio Operations Manager focuses on managing and optimizing the operational aspects of investment portfolios, ensuring efficiency and compliance. In contrast, an Investment Analyst primarily conducts research and analysis to support investment decisions. Both roles require financial expertise and certifications like CFA, but their day-to-day responsibilities and focus areas differ significantly.

What are the key skills and qualifications needed to thrive as a portfolio operations manager, and why are they important?

To thrive as a Portfolio Operations Manager, you need strong analytical skills, experience in investment operations, and a relevant degree such as finance or business. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations, as well as certifications like CFA or CAIA, are commonly required. Excellent organizational skills, attention to detail, and effective communication help you manage complex processes and collaborate across teams. These skills ensure accurate portfolio administration, regulatory compliance, and smooth operational workflows within investment management firms.

What is a portfolio operations manager?

A Portfolio Operations Manager is responsible for overseeing and optimizing the day-to-day operations of investment portfolios within an organization, such as a private equity firm or asset management company. Their duties include monitoring portfolio performance, coordinating with investment teams, improving processes, and ensuring compliance with regulatory standards. They often act as a bridge between investment professionals and operational teams, helping to implement best practices and drive operational efficiency. This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects simultaneously.
What are the most commonly searched types of Portfolio Operations jobs in Arizona? The most popular types of Portfolio Operations jobs in Arizona are:
What are popular job titles related to Portfolio Operations Manager jobs in Arizona? For Portfolio Operations Manager jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Portfolio Operations Manager jobs in Arizona look for? The top searched job categories for Portfolio Operations Manager jobs in Arizona are:
What cities in Arizona are hiring for Portfolio Operations Manager jobs? Cities in Arizona with the most Portfolio Operations Manager job openings:
Portfolio Operations Manager jobs near you
Infographic showing various Portfolio Operations Manager job openings in Arizona as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $93,616 per year, or $45 per hour.

Trade Operations Manager

AssetMark, Inc.

Phoenix, AZ • On-site

$110K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

Job Description:
The Job/What You'll Do:
The Manager, Trade Operations is responsible for timely and accurate Trading for a growing $160B+ wealth platform delivering asset management excellence. This role is accountable for executing the trading strategy, strengthening operational controls, and reducing risk while coaching, developing, and empowering a team of traders.
The Trade Operations Manager will drive process improvements, support cross-functional initiatives, and enhance advisor and client outcomes through strong leadership, collaboration, and performance management.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to either our Phoenix, AZ or Charlotte, NC office.
Responsibilities:
  • Oversee team to trade client accounts timely, accurately, and with the highest quality.
  • Drive scale , improve cycle time, reduce operational risk, deliver consistent trading results, and improve the advisor and client experience
  • Owner and operator of trading processes, systems, and controls
  • Own operational performance by managing key risk and performance metrics and ensuring procedures and documentation are clear, current, and executable
  • Lead, coach, and develop a team of traders , fostering accountability, engagement, and accelerated professional growth
  • Set clear expectations, provide regular feedback, and ensure consistent follow-through on commitments and outcomes
  • Inspire a high-performance, client-centric mindset by reinforcing ownership, purpose, and continuous improvement
  • Actively integrate firm values into team culture through leadership behaviors, recognition, coaching conversations, and accountability practices
  • Facilitate daily operational stand-ups to identify high-risk items, assess volume and capacity constraints, prioritize work, and escalate issues as needed
  • Proactively review procedures, workflows, and controls to identify pain points, inefficiencies, and opportunities aligned with evolving business needs
  • Write clear business and functional requirements that preserve trading intent, risk considerations, and client impact while enabling effective technical solutions
  • Review and interpret test plans, test results, and defect summaries to assess operational readiness and summarize actionable recommendations
  • Support change management efforts by ensuring teams are prepared to adopt new workflows, systems, and controls
  • Anticipate downstream operational impacts of new products, volume changes, and strategic initiatives and proactively adjust processes and controls
  • Other duties as assigned

Knowledge, Skills, Abilities:
  • Demonstrated experience leading, coaching, or supervising operational, trading, or analytical teams
  • Strong knowledge of trading workflows, portfolio rebalancing, and operational risk and control practices within advisory or asset management environments
  • Proven ability to lead cross-functional initiatives and drive process improvements across operations, technology, and business teams
  • Experience managing operational performance through metrics, KPIs, and risk monitoring frameworks
  • Strong analytical and problem-solving skills with the ability to interpret data and translate insights into actionable business improvements
  • Effective written and verbal communication skills, including experience documenting procedures, business requirements, or operational controls
  • Experience working within outsourced managed account platforms, wealth technology providers, or firms supporting independent financial advisors
  • Experience using data visualization and reporting tools such as Tableau, Power BI, or similar business intelligence platforms
  • Advanced proficiency in Excel
  • Familiarity with model-based trading, UMA/SMAs, or large-scale portfolio rebalancing environments

Education & Experience:
  • 8+ years of experience in financial services, securities, or wealth management, including direct experience in trade operations, portfolio trading, or managed account platforms
  • Bachelor's degree in Finance or equivalent combination of education and relevant industry experience
  • Additional industry licensing or professional certifications such as Series 7, Series 24, Lean Six Sigma, IOC, or similar operational focused credentials are preferred

Compensation: The Base Salary range for this position is between $110,000-$130,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
#LI-hybrid
#LI-JM1
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
  • Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
  • Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
  • Unyielding Integrity, doing what's right, always. Even when it's hard.
  • Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
  • Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.
  • Flex Time or Paid Time Off and Sick Time Off
  • 401K - 6% Employer Match
  • Medical, Dental, Vision - HDHP or PPO
  • HSA - Employer contribution (HDHP only)
  • Volunteer Time Off
  • Career Development / Recognition
  • Fitness Reimbursement
  • Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

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