Director of Operations

Santori & Peters, Inc.

Canonsburg (Washington County)

Presencial

USD 150.000 - 200.000

Jornada completa

14 días+

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Ventajas ofrecidas por este puesto de trabajo

Comprehensive healthcare plan including medical, dental, and vision coverage

401(k) with employer contribution

Generous paid time off and holidays

Support for professional development and continuing education

Descripción de la vacante

Santori & Peters, Inc., a boutique Registered Investment Advisor firm, seeks a Director of Operations to enhance internal systems and workflows. The ideal candidate will have extensive experience in RIA operations and a strong grasp of financial services technology, ensuring the firm's high-touch service model is maintained while scaling operations efficiently.

Formación

4+ years of experience in RIA operations or financial services.
Familiarity with RIA tech tools and custodial platforms.
Comfortable working independently and collaboratively.

Responsabilidades

Oversee core systems including CRM and performance reporting.
Manage billing processes ensuring accuracy and transparency.
Lead process improvement efforts and train team members.

Conocimientos

Organizational skills

Attention to detail

Ability to manage multiple responsibilities

Herramientas

CRM (Redtail)

Performance reporting (Orion)

Financial planning (eMoney)

Descripción del empleo

1 day ago Be among the first 25 applicants

We’re a boutique Registered Investment Advisor (RIA) firm serving a select group of high-net-worth households and corporate retirement plans. With a close-knit team of professionals, we pride ourselves on delivering exceptional service, transparent investment management, and a personal approach to wealth and retirement planning.

As we grow, we’re looking for a Director of Operations who can lead our internal systems, improve workflows, and help us scale efficiently while maintaining our high-touch service model.

Key Responsibilities:

Oversee core systems, including CRM (Redtail), performance reporting (Orion), financial planning (eMoney), and billing platforms
Manage billing processes across individual and retirement plan clients — ensuring accuracy, timeliness, and transparency
Lead process improvement efforts — streamline workflows, document SOPs, and introduce scalable solutions
Train and support team members on systems and operations best practices
Coordinate with custodians and third-party partners to support onboarding, maintenance, and reporting
Ensure data accuracy across platforms and maintain compliance with internal standards

What We’re Looking For:

4+ years of experience in RIA operations, financial services, or retirement plan administration
Strong familiarity with RIA tech tools and custodial platforms
Excellent organizational skills and attention to detail
Comfortable working independently and collaboratively within a small, entrepreneurial team
Able to manage multiple responsibilities in a hands-on, dynamic role
Competitive salary and performance-based bonus
Comprehensive healthcare plan, including medical, dental, and vision coverage
401(k) with employer contribution
Generous paid time off and holidays
Support for professional development and continuing education

Seniority level