Director of Business Operations

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