Director of RIA Operations & Advisor
Listed on 2026-11-07
-
Finance & Banking
Financial Compliance, Regulatory Compliance Specialist
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.
This role, Director of RIA Operations & Advisor Experience at Csi-Group, could be your next career step.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Wall Township, NJ, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 150..
We aim to respond to suitable candidates as soon as possible.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).