Financial Advisory - Operations Manager

About the role

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 community. Christopher 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 values. We 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 mind. We 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 client’s individuality. We collaborate across roles, recognize individual contributions to team success, and continuously improve how we serve clients, colleagues, and community.

Responsibilities

• 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.