Director of RIA Operations & Advisor Experience
csi groupWall Twp (NJ)
Director of RIA Operations & Advisor Experience
Posted 4 days ago
csi groupWall Twp (NJ)
SENIORITY
Manager
About the role
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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.