Job 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 leadershipProvide long-term program growth and planning for operationsAssist the Senior Director daily with comprehensive oversight and management of the operations for all of the operational staffAssist the Senior Director in providing guidance and consultation to employees covering a broad range of policies and proceduresDelivering the day-to-day, hands-on administration of operational proceduresEnsure 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 custodiansAssist Senior Director with long-range forecasting and strategic planningEstablish, manage and maintain entitlement provisions for the departmentCollaborate with senior management and other departments to resolve inconsistencies and rectify processing issues and handle day to day approvalsWork closely with the Director to implement departmental initiatives directed at improving the quality and delivery of operation servicesRequirements:Bachelor's degree5+ years of related work experienceExperience in RIA, custody or brokerage industryPreferred Qualifications:Experience in employee relations principles and practices including conflict resolution techniquesKnowledgeable on applicable operations management principles, practices, methods, and procedures requiredMust be able to function independently and exercise discretion and sound judgmentConfidentiality and discretion are required, as is the demonstrated ability to forge partnershipsAbility to set priorities, handle multiple assignments, and work with resourcefulness and efficiency in a fast-paced and changing environmentExcellent interpersonal, oral, and written communication skills necessaryTeam player with demonstrated initiativeleadership through participation in job relatedAttention to detailSkilled at follow-up and prioritizing business critical tasks