Director of Operations

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 Seniority level Director Employment type Employment type Full-time Job function Job function Management and Manufacturing Referrals increase your chances of interviewing at Santori & Peters, Inc. by 2x Sign in to set job alerts for “Director of Operations” roles. Pittsburgh, PA $150,000.00-$200,000.00 5 months ago Wellsburg, WV $130,000.00-$160,000.00 6 days ago Pittsburgh, PA $153,500.00-$170,500.00 1 week ago Regional Director of Operations - Aramark SeniorLIFE+ Director, Global Strategic Sourcing (Hybrid) Director, Leads Operations - US Based Remote Regional Food Service Director of Operations - New Jersey Region DIRECTOR FOOD SERVICE OPERATIONS - University of Pittsburgh- Pennsylvania Pittsburgh, PA $165,000.00-$200,000.00 3 weeks ago Pittsburgh, PA $170,000.00-$270,000.00 1 week ago Director, Entertainment & Community Programming Director of Enterprise Clinical Data Procurement and Strategy - Remote We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Santori & Peters, Inc.