CSI Group's CSI Advisors division seeks a Director to oversee the full operational infrastructure, ensuring compliant, efficient experiences for members and Servicing Financial Advisors. The role requires building scalable workflows and partnering with Schwab as custodian.
You will lead back-office operations, onboarding, trading, billing, reconciliation, and cross-platform integrations, driving growth while maintaining risk controls and regulatory readiness.
#J-18808-LjbffrDirector of RIA Operations & Advisor Experience in wall township at Unknown Company
This position is listed as full time and onsite.