Financial Advisory Operations Manager

Who We Are:Christopher Street Financial (CSF) is a unique growing financial planning and wealth management firm based in New York City with clients nationwide. We offer relationship-based financial planning and investment management. Our purpose is to create opportunities through relationships helping people lead fulfilling lives. We value this for our clients for our colleagues and for our Street Financial was founded in 1981 as the first company committed to providing financial advice and investment services to the LGBTQ community. A lot has changed since our founding but one thing has not: our commitment to provide financial planning and investment services to the LGBTQ community and those who share our now serve over 450 households and manage over $1.1 billion in assets. While we are still experts in the unique financial tax and legal needs of unmarried couples as time has gone by our values and approach to financial planning have resonated with a wider range of people. We provide a welcoming environment where everyone is recognized as an individual with unique needs. By partnering with us as fiduciaries clients are trusting us with their future and with their peace of are an Ensemble Practice operating as a team that puts our clients and the company before personal interests. Client relationships are relationships of the firm and not of any single advisor. We believe in the efficiency of a common approach and the value of a consistent client experience while acknowledging each clients individuality. We collaborate across roles recognize individual contributions to team success and continuously improve how we serve clients colleagues and Youll Do:Operational Leadership and Service ModelLead day-to-day operational execution ensuring workflow adherence service quality responsiveness and team and implement operational policies workflows standard operating procedures and service routines that support accuracy timeliness compliance and scalability. Recommend substantive improvements and translate approved changes into consistent disciplined use of systems documentation standards and shared workflows across the operational performance and partner with firm leadership and advisory teams to identify bottlenecks address recurring issues streamline workflows and strengthen the client and advisor monitor and report operational KPIs using performance data to identify trends address gaps recognize progress and drive continuous approved marketing efforts including website updates social media management client communications and team and client events working with internal colleagues and external partners as CSFs relationships communications and activities with community and charitable partners in collaboration with internal with employee onboarding and offboarding in coordination with human resources and internal stakeholders helping ensure that required access documentation communications and operational steps are Management and DevelopmentLead coach and develop administrative staff reinforcing accountability collaboration documentation discipline and continuous clear expectations and priorities provide timely feedback and create an environment that supports professional growth and reliable administrative staffing training coverage planning and workflow assignments. Lead performance management for administrative staff including formal performance reviews in partnership with human a collaborative client-first culture consistent with CSFs Core Values and team-based operating Reporting and Cross-Functional CoordinationOwn the triage escalation and resolution of advisor- and client-impacting operational sound judgment and discretion when handling confidential information service exceptions and non-routine operational reporting action plans meeting agendas and follow-up items for leadership the design and implementation of the firms future-state operating model including integration process standardization technology adoption vendor coordination and firm-wide change initiatives within the strategic agenda established by operational adherence to defined regulatory standards firm requirements and approved procedures coordinating with compliance and other stakeholders as You Bring:Bachelors degree preferred or an equivalent combination of education training and directly related professional 57 years of progressively responsible operations experience. Wealth-management or financial-services experience is preferred although strong operations leadership experience in another professional-services or similarly regulated industry will be to manage firm operations supervise support workflows resolve complex service issues and maintain documentation knowledge of wealth-management operations preferred with demonstrated ability to learn regulated service workflows documentation standards and issue-resolution -first mindset with a commitment to accuracy responsiveness confidentiality and a high-quality service verbal and written communication skills with the ability to communicate clearly with clients advisors colleagues and external judgment discretion and the ability to manage sensitive information and non-routine service matters organization prioritization follow-through and attention to to manage multiple priorities in a fast-paced team-based environment while maintaining quality style and demonstrated ability to build trust across advisory operations Client Services administration and compliance with Microsoft Outlook Excel Word and PowerPoint required; experience with Microsoft Copilot or demonstrated ability to adopt AI-enabled productivity tools strongly with CRM systems particularly Salesforce as well as financial planning software custodial platforms and performance reporting systems strongly be able to provide proof of eligibility to work legally in the United Licenses and RegistrationsFINRA advisory insurance or operations-related licenses are preferred. Any registration requirements will be determined based on the responsibilities assigned to the and Benefits:Christopher Street Financial offers market-competitive compensation based on professional experience with a base salary range of $110000$140000 for this New York City role. The Operations Manager is also eligible to participate in the Revenue-Based Bonus Pool with an annual incentive opportunity of up to 20% of base salary based on firm and individual Street Financial values learning and growth. We invest in every team members professional and personal development. Our Career Tracks provide opportunities for increasing professional responsibility and offer the following competitive benefits:Hybrid work schedule subject to change: Tuesdays Wednesdays and Thursdays in-office; Mondays and Fridays optional work-from-homePaid Time Off: 23 daysPaid holidays: 10 days based on the NYSE holiday calendarPaid Family LeaveMedical benefits: 4 options including a 100% employer-funded optionDental benefits: 3 options including a 100% employer-funded optionVision benefitsHealth Savings Account Flexible Spending Account Dependent Care Flexible Spending Account and pre-tax commuting benefit optionsGroup life and disability insurance options401(k) with up to 3% employer matchCharitable giving match: up to $250 employee-directedEducation assistance for career-aligned training and developmentAdditional benefits including financial planning assistance legal guidance estate guidance and identity theft assistanceWhat Comes Next:If interested in pursuing this opportunity please apply through this is an equal opportunity employer. We are committed to creating a diverse and inclusive company culture and we do not discriminate against candidates and employees because of disability sex race gender identity sexual orientation religion national origin age veteran status or any other protected status under the us on LinkedInhttps:// Our Websitehttp:// Experience:

Manager