AVP, Operations Analyst

Who We Are:

Lenox Advisors provides comprehensive financial planning and wealth management solutions to high net worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships and further build their business. We have an immediate opportunity for an Operations Analyst.

The Role:

The Operations Analyst is responsible for managing, facilitating, and supporting the long-term strategic initiatives and operational evolution of the Lenox Asset Management (LAM) department. These initiatives and developments center around firm-wide priorities and goals, cross-departmental workflow, external vendor relationships, and team member development and training. The Operations Analyst accomplishes these functions through the facilitation and influencing of data management, key department projects, process reviews, process supervision and training programs, while working to mitigate risk to and increase efficiency of the organization.

Essential Job Duties and Responsibilities:

Process Engineering and Improvement

• Manage proprietary data to build and improve process and procedures
• Lead process engineering and rollout for new processes
• Lead process enhancement and reengineering efforts
• Develop department-wide process standards and KPIs to drive efficiency and quality improvements
• Implement and track audit procedures to ensure compliance to processes

Project Management

• Manage project portfolio of department initiatives
• Direct, record, and communicate project progress
• Maintain department project documentation and metrics
• Prioritize and manage tactical initiatives as they arise

Training and Oversight

• Maintaining regular communications, tracking logs (Enhancements and Issues), and oversight on the staff in regards to procedures.
• Champions firm-wide best practices within the department and monitor accountability.
• Ensures that all LAM Team Members meet minimum competency requirements within MOSAIC and various vendor programs.
• Initiates technology, compliance, and process re-education to the LAM team, as changes occur

Vendor Management

• Maintaining regular communications, tracking logs (Enhancements and Issues), and updates with key vendors
• Acting as primary point of contact with key vendors for escalated tactical issues and long-term strategic initiatives
• Liaison with vendors on key development and user-feedback requests

Daily Operational Procedures

• Back-up for Ops Managers for Split Codes and all Regulation Best Interest (Reg BI) procedures
• Ad-hoc presentations and reporting, as directed by senior management

What we’re looking for:

The successful candidate will have a Bachelor’s degree and 2-4 years of experience with project and process management. The successful candidate will also be a power user with Microsoft Excel utilizing pivot tables, V-lookups, conditional formatting, etc. to manage and manipulate large sets of data. The ideal applicant will also be a strong communicator with obsessive attention to detail. Experience with Tamarac, DST or other custodial data management is preferred. Lean Six Sigma Certified a plus.