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Parsippany

    Operations Manager - Parsippany-Troy Hills, United States - Summit Financial

    Summit Financial
    Summit Financial Parsippany-Troy Hills, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Summary:

    Ranked one of the top 100 top RIAs by Barron's & Forbes and headquartered in Parsippany, New Jersey with several regional offices across the country, Summit Financial LLC is a ~$10 billion independent advisory firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. We are looking for an Operations Manager to join our growing team.

    Responsibilities:

    • Be a strategic partner to the company's leadership
    • Provide long-term program growth and planning for operations
    • Assist the Senior Director daily with comprehensive oversight and management of the operations for all of the operational staff
    • Assist the Senior Director in providing guidance and consultation to employees covering a broad range of policies and procedures
    • Delivering the day-to-day, hands-on administration of operational procedures
    • Ensure the success of efforts spanning the entire workday lifecycle including planning, testing, implementation, enhancement updates, and procedure releases which includes all normal production activities such as:

    -Business process administration

    -Security administration

    -Reporting

    -Testing

    -Quality assurance

    -New solutions built on the existing platform to meet future business needs

    -Implementation of new operational systems and custodians

    • Assist Senior Director with long-range forecasting and strategic planning
    • Establish, manage and maintain entitlement provisions for the department
    • Collaborate with senior management and other departments to resolve inconsistencies and rectify processing issues and handle day to day approvals
    • Work closely with the Director to implement departmental initiatives directed at improving the quality and delivery of operation services

    Requirements:

    • Bachelor's degree
    • 5+ years of related work experience
    • Experience in RIA, custody or brokerage industry

    Preferred Qualifications:

    • Experience in employee relations principles and practices including conflict resolution techniques
    • Knowledgeable on applicable operations management principles, practices, methods, and procedures required
    • Must be able to function independently and exercise discretion and sound judgment
    • Confidentiality and discretion are required, as is the demonstrated ability to forge partnerships
    • Ability to set priorities, handle multiple assignments, and work with resourcefulness and efficiency in a fast-paced and changing environment
    • Excellent interpersonal, oral, and written communication skills necessary
    • Team player with demonstrated initiative/leadership through participation in job related
    • Attention to detail
    • Skilled at follow-up and prioritizing business critical tasks
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