Director of RIA Operations & Advisor
Listed on 2026-10-18
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Finance & Banking
Regulatory Compliance Specialist, Financial Compliance, Risk Manager/Analyst -
Management
Regulatory Compliance Specialist, Risk Manager/Analyst
Location: Wall Township
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.
The Director of RIA Operations & Advisor Experience role at Csi-Group is now open for applications in Wall Township, NJ, United States.
The Director of RIA Operations & Advisor Experience position in the Finance, Management & Operations field is open for applications.
We have an opening for a Director of RIA Operations & Advisor Experience in Wall Township, NJ, United States within Finance, Management & Operations.
This role, Director of RIA Operations & Advisor Experience at Csi-Group, could be your next move.
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