Director of Business Operations

W3Global; Pittsburgh (Allegheny County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) and 401(k) matching

Health insurance

Dental insurance

Vision insurance

Health Savings Account

Paid time off

Retirement plan

Professional development assistance

Job summary

W3Global in Pittsburgh, PA seeks a Director of Business Operations to lead non-investment operations, build teams, streamline processes, and align people, systems and day-to-day activities with firm strategy.

You will oversee HR, recruiting, technology, vendor management, facilities, and licensing compliance while partnering with leadership to drive efficiency, growth, and excellent client service. This onsite role requires strong collaboration.

Qualifications

• 3+ years in business operations, office management, or similar leadership role.
• Experience overseeing HR, recruiting, technology, vendor management, facilities, and administration.
• Demonstrated management with exposure to financial oversight and business development.
• Excellent Excel skills and data-driven decision making.

Responsibilities

• Oversee HR functions including onboarding, employee relations, performance management, and benefits administration.
• Lead recruiting for non-advisory roles and support advisor hiring when needed.
• Serve as operational liaison for technology and software initiatives.
• Evaluate and implement CRM, fintech, financial planning platforms and drive adoption.
• Manage relationships with vendors and monitor performance and contracts.
• Oversee facilities and day-to-day office operations.
• Coordinate licensing and compliance requirements (Series 65/66, CFP®, etc.).

Skills

Excel

Organizational skills

Project management

Communication

Relationship-building

Process improvement

Leadership

Team-oriented

Education

Bachelor's degree in Business Administration or related field

Tools

Salesforce

Wealthbox

Fintech platforms

Financial planning software

Job description

Director of Business Operations - Pittsburgh, PA

The Opportunity

We are seeking a Director of Business Operations to lead and oversee the firm's non-investment operational functions. This is a hands‑on leadership opportunity for an organized, collaborative professional who enjoys building teams, improving processes, managing technology, and creating operational structure.

The Director will work closely with firm leadership and play a key role in strengthening people, processes, systems, and day‑to‑day operations.

Key Responsibilities

Human Resources & Staff Development

• Oversee HR functions including onboarding, employee relations, performance management, and benefits administration.
• Develop staff training and professional development programs.
• Support a positive, collaborative, and high‑performance workplace culture.

Recruiting

• Lead recruiting efforts for non‑advisory positions and support advisor hiring as needed.
• Build talent pipelines and manage relationships with staffing and search partners.
• Help strengthen the employer brand and candidate experience.

Technology & Innovation

• Serve as the primary operational liaison for technology and software initiatives.
• Evaluate and implement CRM, fintech, financial planning, and operational platforms.
• Partner with staff to drive technology adoption and process improvements.
• Identify opportunities to improve efficiency through technology and automation.

Vendor & Partner Management

• Manage relationships with third‑party vendors, service providers, and strategic partners.
• Negotiate contracts and monitor vendor performance, service quality, and accountability.

Facilities & Office Operations

• Oversee day‑to‑day office operations and facilities management.
• Ensure the office environment is professional, efficient, and well maintained.
• Manage facilities, equipment, and office‑service vendors.

Licensing & Compliance Support

• Coordinate and track employee licensing and professional designation requirements, including Series 65, Series 66, CFP®, and other applicable credentials.
• Monitor renewals, deadlines, and continuing education requirements.
• Partner with compliance leadership on operational policies and procedures.

What We're Looking For

Required Qualifications

• 3+ years of experience in business operations, office management, or a similar leadership role.
• Experience managing multiple operational functions such as HR, recruiting, technology, vendor management, facilities, and administration.
• Demonstrated management experience with exposure to operational management, financial oversight, and business development.
• Strong Excel skills, including the ability to analyze data and use insights to support business decisions.
• Experience with process improvement, sales growth initiatives, and customer service.
• Strong organizational and project management skills with the ability to manage multiple priorities.
• Excellent communication and relationship‑building skills.
• Comfortable learning and implementing new technology platforms and tools.
• Collaborative, team‑oriented leadership style.

Preferred Qualifications

• Experience within wealth management, financial services, an RIA, or professional services.
• Familiarity with FINRA, state RIA regulations, and industry licensing requirements.
• Experience with Salesforce, Wealthbox, fintech platforms, or financial planning software.
• Bachelor's degree in Business Administration, Operations, or a related field.

Benefits Include

• 401(k) and 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Health Savings Account
• Paid time off
• Retirement plan
• Professional development assistance

Work Location:

In person - Pittsburgh, PA