Operations Leader - Financial Advisory (Hybrid)

Bluespring Wealth; New York (NY); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Hybrid work schedule

Paid Time Off 23 days

Paid holidays 10 days

Medical benefits

Dental benefits

Vision benefits

401(k) with employer match

Education assistance

Job summary

Christopher Street Financial in New York City seeks an Operations Manager to lead daily operations, optimize workflows, and drive client-focused service. You will supervise administrative staff, coordinate cross-functional projects, and ensure compliance with firm standards.

The role requires 5–7 years in operations leadership, a bachelor’s degree (preferred), and strong communication skills. The company offers hybrid work, generous PTO, and a broad benefits package.

Qualifications

• Bachelor’s degree preferred.
• Minimum 5–7 years of progressively responsible operations experience.
• Strong process orientation with documented collaboration across teams.
• Client-first mindset with accuracy and confidentiality.
• Proven ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Lead day-to-day operational execution with focus on quality and productivity.
• Document and implement standard operating procedures and workflows.
• Monitor KPIs and drive continuous improvement in operations.
• Coordinate marketing efforts and client communications with internal and external partners.
• Oversee onboarding/offboarding coordination with HR and stakeholders.

Skills

Operational leadership

Team management

Communication skills

Attention to detail

Discretion & judgment

Organizational skills

AI productivity tools

Education

Bachelor’s degree preferred

Tools

Salesforce CRM

Microsoft Outlook

Excel

Word

PowerPoint

Financial planning software

Custodial platforms

Job description

Christopher Street Financial in New York City seeks an Operations Manager to lead daily operations, optimize workflows, and drive client-focused service. You will supervise administrative staff, coordinate cross-functional projects, and ensure compliance with firm standards.

The role requires 5–7 years in operations leadership, a bachelor’s degree (preferred), and strong communication skills. The company offers hybrid work, generous PTO, and a broad benefits package.