Description

Position Summary
The Director of Operations leads all corporate operations of CSG Advisors, overseeing Finance, Human Resources, Technology, Compliance, Administration, and Corporate Services. This executive leadership role is responsible for translating the firm's strategic objectives into scalable systems, documented processes, and measurable operational performance.

Working in close partnership with the Co-CEOs and CFO, the Director of Operations ensures the firm's corporate functions operate as an integrated organization enabling firm leadership to focus on clients, strategic growth, and business development while maintaining operational excellence and regulatory compliance.

The Director of Operations is accountable for the performance, effectiveness, and continuous improvement of all corporate operations, ensuring the firm has the infrastructure, processes, and support necessary to achieve its strategic objectives.

Key Responsibilities
Operational Leadership

    Execute the firm's operational strategy while leading all corporate operations and support functions

    Build scalable processes, systems, and organizational infrastructure

    Establish KPIs and operational dashboards and lead continuous improvement initiatives and cross-functional projects

    Drive accountability across all corporate departments

Firm Administration & Corporate Governance

    Oversee corporate records, governance documents, annual filings, registrations, and WBE certifications

    Define clear role expectations for all corporate staff and hold each direct report accountable to them

    Resolve operational issues at the Director level; escalate to Co-CEOs only on strategic matters

    Oversee all administrative staff and functions; set and hold standards for execution quality

Compliance & Risk Management

    Partner with compliance consultant to support SEC/MSRB compliance 

    Oversee operational compliance activities and regulatory reporting

    Manage insurance renewals and procurement

    Monitor operational risk and ensure firm-wide policy compliance

    Own record retention policy and ensure firm-wide adherence

Financial Oversight

    Provide oversight of the firm's financial operations while partnering with the Director of Finance, who is responsible for accounting operations, financial reporting, payroll, and treasury functions

    Own the annual budget process — timeline, coordination, and delivery — with Director of Finance leading analysis

    Oversee monthly invoicing operations, accounts receivable processes, vendor administration, and operational spending

    Review departmental budgets and operational investments

Human Resources

    Provide leadership for the firm's Human Resources function while the HR Manager oversees day-to-day administration

    Oversee hiring, onboarding, benefits administration, performance management, employee relations, compensation administration, and organizational planning

    Enforce firm-wide HR policies; escalate complex or sensitive issues to Co-CEOs

    Partner with HR Manager to build out formal HR systems as the firm scales toward 45+ staff

Technology & Systems

    Serve as the primary relationship manager for the firm's managed IT service provider

    Oversee software licensing, access management, computer inventory, documentation, and technology governance

    Maintain internal systems documentation; oversee system upgrades and integrations

    Collaborate with Director of Finance on financial system decisions (QuickBooks Online, Payroll, etc.)

Policy Implementation & Enforcement

    Translate Co-CEO and firm-level policy decisions into documented procedures

    Enforce firm-wide policies consistently across all functions and staff; provide direct feedback when practices deviate

    Build, publish, and maintain a firm policy and procedures manual covering all support functions

Business Operations Support

    Provide oversight of business operations that support client delivery, including contract administration and project budgets in coordination with Finance

    Oversee proposal (RFP) execution process in coordination with Business Development 

    Maintain visibility into Business Development pipeline as client engagements flow to corporate operations

Requirements

Qualifications
Required

    7+ years in operations management, COO, or senior admin leadership roles — ideally in professional services or consulting

    Demonstrated experience managing multi-functional teams (Finance, HR, IT, Compliance, Admin)

    Strong organizational and process-building skills; comfortable creating structure where little exists

    Ability to hold staff accountable with directness and consistency — including pushing back on Co-CEOs when policies or decisions are not being followed

    Strong written communication skills; able to draft policies, procedures, and documentation independently

Preferred

    Background in regulated environments (government contracting, municipal finance, or similar)

    Experience at a small- to mid-size professional services firm ($10–30M revenue range)

    Familiarity with: QuickBooks Online, Productive (PSA), or comparable financial/project management tools

    SHRM-CP or equivalent HR credential, or meaningful HR operations experience