Operations Analyst / Operations Process Leader

Position Summary:

The Operations team at Cerity Partners plays a critical role in ensuring firmwide efficiency, consistency, and scalability. This role is responsible for translating firm-level initiatives—developed by the Change Management Team—into actionable, measurable, and sustainable operational processes. The individual will implement new workflows, establish and monitor quality controls, write and maintain standard operating procedures (SOPs), and lead retraining efforts to promote continuous process optimization across the firm.

Primary Responsibilities:

• Process Implementation:

  • Partner with the Change Management Team to operationalize new workflows, systems, or initiatives across teams and locations.

  • Identify key milestones, dependencies, and rollout plans for each implementation.

• Quantitative & Quality Oversight:

  • Establish and monitor KPIs and other success metrics to assess process effectiveness.

  • Design and maintain quality control checkpoints to ensure compliance and performance standards.

  • Conduct regular audits and report findings to relevant stakeholders.

• Standard Operating Procedures (SOPs):

  • Draft, publish, maintain, and revise SOPs for new and existing operational processes.

  • Ensure documentation is clear, accessible, and consistently applied across all markets.

  • Delineate Front Office (CFC) and Back Office (Shared Services) responsibilities.

• Continuous Improvement:

  • Identify inefficiencies and propose refinements to enhance scalability and effectiveness.

  • Implement feedback loops to collect input from end users and field teams.

  • Lead retraining sessions as processes evolve or tools are updated.

• Cross-Functional Collaboration:

  • Serve as a liaison between Operations, Compliance, Technology, and Practices to ensure alignment and seamless integration of new processes.

  • Participate in cross-departmental working groups to inform and support enterprise-wide initiatives.

Required Qualifications:

• Bachelor's degree in Business, Finance, Operations Management, or a related field.

• 3+ years of experience in operations, process improvement, or project implementation (RIA or financial services experience strongly preferred).

• Proven ability to write clear, structured process documentation and SOPs.

• Strong analytical skills with experience defining and tracking performance metrics.

• Excellent organizational and communication skills with a collaborative mindset.

• Familiarity with CRM platforms (e.g., Salesforce), workflow tools, and project management software.

Preferred Skills:

• Lean Six Sigma, PMP, or process improvement certification a plus.

• Experience working in a multi-office or national organization.

• Proficiency with Excel, process mapping tools (e.g., Asana, Smartsheets, Visio), and data visualization platforms (e.g., Power BI, Tableau).

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.