Financial Advisory - Operations Manager

We need to output HTML fragment with sections: About the role? Actually we need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections where posting has real specific content. We must not repeat job title as heading. We must not put Job ID etc. Must preserve all substantive info, remove boilerplate (EEO, legal, application instructions, etc). Must not include sections with filler like "commensurate with experience". Must include Pay and Benefits if present. The posting includes compensation and benefits details. Also schedule: hybrid work schedule details. So we can have sections: About the role (maybe from "Who We Are"? Actually that's about company, not role. Could be "About the role" maybe from "What You'll Do"? That's responsibilities. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content accordingly. We have: - Who We Are: company description. Could be placed under "About the role"? Not exactly. Maybe we can treat "About the role" as overview of role and company? But we must not invent. However we can include a short paragraph summarizing role overview from "What You'll Do" intro? The posting includes "What You'll Do:" with bullet-like paragraphs. That's responsibilities. We also have "What You Bring:" which includes qualifications, requirements, skills. We have "Compensation and Benefits:" with salary range, bonus, benefits list, schedule. We have "What Comes Next:" etc which is application instructions - must remove. We have boilerplate EEO etc - remove. Thus we need sections: - About the role: maybe a brief summary of role purpose? Could combine from first paragraph of "What You'll Do": "Operational Leadership and Service Model Lead day-to-day operational execution..." but that's more responsibilities. However we could still put that under About the role as overview. But risk of duplication. Perhaps better to have sections: Responsibilities (from What You'll Do), Requirements (from What You Bring: education, experience), Qualifications (maybe certifications/licenses), Skills (specific abilities), Benefits, Pay, Schedule. We must not create empty sections. Ensure each heading has substantive content. Let's extract: Responsibilities: list of duties from "What You'll Do:" paragraphs. We'll turn each sentence into

maybe. Requirements: Bachelor’s degree preferred, or equivalent; Minimum 5–7 years of progressively responsible operations experience; Wealth-management or financial-services experience preferred; Ability to manage firm operations, supervise support workflows, resolve complex service issues, maintain documentation standards; Working knowledge of wealth-management operations preferred; Client-first mindset; Strong verbal and written communication skills; Sound judgment, discretion; Strong organization, prioritization, follow-through, attention to detail; Ability to manage multiple priorities; Collaborative style; Proficiency with Microsoft Outlook, Excel, Word, PowerPoint required; experience with Microsoft Copilot or AI-enabled tools strongly preferred; Experience with CRM systems, particularly Salesforce, as well as financial planning software, custodial platforms, performance reporting systems strongly preferred; Must be able to provide proof of eligibility to work legally in the United States. Qualifications: Certifications, Licenses, and Registrations: FINRA, advisory, insurance, or operations-related licenses preferred; any registration requirements determined based on responsibilities. Skills: maybe overlapping with requirements but we can separate: Ability to manage firm operations, supervise support workflows, resolve complex service issues, maintain documentation standards; Working knowledge of wealth-management operations; Client-first mindset; Strong verbal and written communication skills; Sound judgment, discretion; Ability to manage sensitive information; Strong organization, prioritization, follow-through, attention to detail; Ability to manage multiple priorities; Collaborative style; Proficiency with Microsoft Office; Experience with AI tools; Experience with CRM/Salesforce; etc. But we might combine. Better to follow instruction: Use headings as listed; we can include all that apply. Pay: base salary range $110,000–$140,000; Revenue-Based Bonus Pool up to 20% of base salary. Benefits: list: Hybrid work schedule (Tue-Thu in-office, Mon/Fri optional WFH); Paid Time Off: 23 days; Paid holidays: 10 days based on NYSE holiday calendar; Paid Family Leave; Medical benefits: 4 options, including a 100% employer-funded option; Dental benefits: 3 options, including a 100% employer-funded option; Vision benefits; Health Savings Account, Flexible Spending Account, Dependent Care FSA, pre-tax commuting benefit options; Group life and disability insurance options; 401(k) with up to 3% employer match; Charitable giving match: up to $250 employee-directed; Education assistance for career-aligned training and development; Additional benefits: financial planning assistance, legal guidance, estate guidance, identity theft assistance. Schedule: Hybrid work schedule details (maybe same as benefits). But we can still have Schedule section with hybrid schedule. We must avoid duplication: If we put hybrid schedule in Benefits, we shouldn't repeat in Schedule. But we can keep Schedule separate with same info? Might be duplicate. Better to put schedule details under Schedule section, and benefits exclude schedule. However benefits list includes hybrid work schedule; we could keep it there and not have separate Schedule. But instruction says include Schedule section only if posting actually states them. It does state hybrid work schedule. So we could have Schedule section with that detail, and Benefits section without schedule. Let's extract schedule: "Hybrid work schedule, subject to change: Tuesdays, Wednesdays, and Thursdays in-office; Mondays and Fridays optional work-from-home". That's schedule. Thus Benefits section will exclude that line. Now we need to ensure we don't include boilerplate like EEO, application instructions, etc. Now produce HTML fragment:

About the role

maybe a short paragraph summarizing role: Could be from first sentence of "What You'll Do:"? Actually "What You'll Do:" is responsibilities. But we can still give overview: "The Operations Manager will lead day-to-day operational execution, ensuring workflow adherence, service quality, responsiveness, and team productivity." That's from responsibilities. Might be okay. But we must not invent. That sentence is directly from posting. So we can use that as About the role. Then Responsibilities: list items. Then Requirements: list items. Then Qualifications: list items (certifications/licenses). Then Skills: list items (maybe overlapping but we can keep distinct: ability to manage firm operations, supervise support workflows, resolve complex service issues, maintain documentation standards; working knowledge of wealth-management operations; client-first mindset; strong verbal/written communication; sound judgment/discretion; ability to manage sensitive information; strong organization, prioritization, follow-through, attention to detail; ability to manage multiple priorities; collaborative style; proficiency with Microsoft Office; experience with AI tools; experience with CRM/Salesforce, financial planning software, custodial platforms, performance reporting systems). Then Pay: paragraph with salary range and bonus. Then Benefits: list items (excluding schedule). Then Schedule: paragraph with hybrid schedule. Make sure not to include any fluff like "commensurate with experience". All content is specific. Now produce HTML. We need to wrap each section in

heading then content: for lists use

• . For prose use

  . Let's craft. About the role:

  The Operations Manager will lead day-to-day operational execution, ensuring workflow adherence, service quality, responsiveness, and team productivity.

  Responsibilities: list items from the paragraphs under "What You'll Do:". Let's extract each bullet-like sentence: - Lead day-to-day operational execution, ensuring workflow adherence, service quality, responsiveness, and team productivity. - Document 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 practice. - Promote disciplined use of systems, documentation standards, and shared workflows across the firm. - Monitor operational performance and partner with firm leadership and advisory teams to identify bottlenecks, address recurring issues, streamline workflows, and strengthen the client and advisor experience. - Establish, monitor, and report operational KPIs using performance data to identify trends, address gaps, recognize progress, and drive continuous improvement. - Implement approved marketing efforts, including website updates, social media management, client communications, and team and client events, working with internal colleagues and external partners as appropriate. - Coordinate CSF’s relationships, communications, and activities with community and charitable partners in collaboration with internal colleagues. - Assist with employee onboarding and offboarding in coordination with human resources and internal stakeholders, helping ensure that required access, documentation, communications, and operational steps are completed. - Lead, coach, and develop administrative staff, reinforcing accountability, collaboration, documentation discipline, and continuous improvement. - Set clear expectations and priorities, provide timely feedback, and create an environment that supports professional growth and reliable execution. - Coordinate administrative staffing, training, coverage planning, and workflow assignments. - Lead performance management for administrative staff, including formal performance reviews, in partnership with human resources. - Promote a collaborative, client-first culture consistent with CSF’s Core Values and team-based operating model. - Own the triage, escalation, and resolution of advisor- and client-impacting operational matters. - Exercise sound judgment and discretion when handling confidential information, service exceptions, and non-routine issues. - Prepare operational reporting, action plans, meeting agendas, and follow-up items for leadership review. - Support the design and implementation of the firm’s future-state operating model, including integration, process standardization, technology adoption, vendor coordination, and firm-wide change initiatives, within the strategic agenda established by leadership. - Oversee operational adherence to defined regulatory standards, firm requirements, and approved procedures, coordinating with compliance and other stakeholders as appropriate. That's a lot but okay. Requirements: list items: - Bachelor’s degree preferred, or an equivalent combination of education, training, and directly related professional experience. - Minimum 5–7 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 considered. - Ability to manage firm operations, supervise support workflows, resolve complex service issues, and maintain documentation standards. - Working knowledge of wealth-management operations preferred, with demonstrated ability to learn regulated service workflows, documentation standards, and issue-resolution practices. - Client-first mindset with a commitment to accuracy, responsiveness, confidentiality, and a high-quality service experience. - Strong verbal and written communication skills, with the ability to communicate clearly with clients, advisors, colleagues, and external partners. - Sound judgment, discretion, and the ability to manage sensitive information and non-routine service matters appropriately. - Strong organization, prioritization, follow-through, and attention to detail. - Ability to manage multiple priorities in a fast-paced, team-based environment while maintaining quality standards. - Collaborative style and demonstrated ability to build trust across advisory, operations, Client Services, administration, and compliance functions. - Proficiency with Microsoft Outlook, Excel, Word, and PowerPoint required; experience with Microsoft Copilot or demonstrated ability to adopt AI-enabled productivity tools strongly preferred. - Experience with CRM systems, particularly Salesforce, as well as financial planning software, custodial platforms, and performance reporting systems strongly preferred. - Must be able to provide proof of eligibility to work legally in the United States. Qualifications: Certifications, Licenses, and Registrations: - FINRA, advisory, insurance, or operations-related licenses are preferred. - Any registration requirements will be determined based on the responsibilities assigned to the role. Skills: we could list distinct skills not already in Requirements. But many overlap. To avoid duplication, we could list skills like: - Ability to manage firm operations, supervise support workflows, resolve complex service issues, maintain documentation standards. - Working knowledge of wealth-management operations. - Client-first mindset. - Strong verbal and written communication skills. - Sound judgment and discretion. - Ability to manage sensitive information. - Strong organization, prioritization, follow-through, attention to detail. - Ability to manage