About RightCapital

RightCapital is a fast-growing fintech company that builds financial planning software for financial advisors. We help thousands of advisory firms deliver better outcomes to their clients through intuitive, powerful planning tools.

Position Summary

The Vice President of Operations is a senior leader responsible for overseeing the business infrastructure that enables RightCapital to operate efficiently and scale. Reporting directly to the CEO, this role provides leadership across office and business operations, finance operations and vendor management, billing, compliance, legal, and revenue operations. The VP of Operations partners closely with the executive team and leaders across Sales, Customer Experience, Product, Engineering, and HR to establish scalable processes, strengthen operational accountability, manage business risk, and ensure teams, systems, and workflows support the company’s continued growth.

Key Responsibilities

Leadership & Business Operations

· Partner with the CEO and executive leadership team on operational priorities, company initiatives, organizational needs, and long-term planning.

· Establish operating rhythms, KPIs, and accountability across the functions reporting into the role.

· Identify operational gaps, risks, and opportunities and develop scalable solutions as the company grows.

· Lead cross-functional initiatives and ensure clear ownership, timelines, and execution.

· Evaluate organizational structure, processes, technology, and staffing needs across operational functions.

· Develop and mentor leaders and team members across the functions reporting into the role.

Office Operations

· Lead and develop the Office Operations team and oversee day-to-day management of the Shelton office, including facilities, vendors, supplies, and employee services.

· Oversee company events and social/culture programming in partnership with HR and leadership.

· Coordinate operational IT needs across departments and ensure systems, access, equipment, and tools support business requirements.

Finance & Vendor Management

· Oversee treasury and cash-management activities, including fund transfers and management of company cash accounts and money market funds.

· Oversee corporate spend management, including Ramp administration, expense controls, approval workflows, and purchasing policies.

· Provide oversight of sales and income tax compliance, including IRS and multi-state registration, nexus, and related operational requirements.

· Oversee sales commission calculation processes and ensure appropriate review and controls.

· Establish and maintain vendor-management processes, including due diligence, contract review coordination, renewals, pricing, performance, and risk.

· Partner with accounting resources, and external advisors as needed to strengthen financial controls and operating processes.

Billing

· Lead and develop the Billing team; drive process improvement, automation, and scalability across invoicing, collections, account changes, and related billing workflows.

· Establish appropriate controls and escalation procedures for billing exceptions, credits, discounts, and non-standard arrangements.

· Monitor billing performance and identify opportunities to improve accuracy, efficiency, and customer experience.

· Partner with Sales, Customer Experience, and Revenue Operations on issues affecting customer contracts and billing.

Compliance & Security

· Lead and develop the Compliance team.

· Provide oversight of the SOC 2 audit program, coordinating internal stakeholders and external auditors through completion.

· Oversee responses to security, privacy, compliance, and due diligence questionnaires from customers, IBDs, partners, and other third parties.

· Serve as a senior compliance liaison with IBDs and other external partners.

· Oversee internal technology governance policies, such as approval of AI and third-party tools.

· Partner with Engineering, Product, and other internal stakeholders to identify and address operational compliance and security risks.

Legal & Contracts

· Lead and develop the Legal team and manage relationships with outside counsel.

· Oversee negotiation and management of Master Service Agreements (MSAs), enterprise customer contracts, and other commercial agreements.

· Oversee review of new and renewal vendor and third-party contracts to manage risk and ensure commercially appropriate terms.

· Ensure the company’s Terms of Service, Privacy Policy, and related legal documents remain current.

· Establish scalable contract-management processes.

· Partner with customers, IBDs, vendors, and internal stakeholders on legal and contractual matters as needed.

Revenue Operations

· Lead Revenue Operations initiatives focused on systems, processes, reporting, automation, and data quality.

· Serve as a bridge between business teams and technical resources to translate business needs into scalable system and process solutions.

· Establish governance and accountability for core business systems, including Salesforce and other operational platforms.

· Partner with Sales, Customer Experience, Marketing, and other teams to improve workflows and eliminate operational friction.

· Oversee system implementations, enhancements, integrations, access-management processes, and operational change management.

· Establish clear ownership, documentation, and escalation processes for business-critical systems.

· Develop reporting and operational insights that enable leadership to make informed business decisions.

Qualifications

Required

· 10+ years of progressive experience in operations, business operations, finance operations, revenue operations, or related functions, including significant leadership experience.

· Experience leading multiple operational functions or teams within a growing organization, ideally in B2B SaaS, fintech, financial services, or a technology company.

· Strong understanding of financial and business operations, including treasury, expense management, vendor management, billing, and financial controls.

· Experience overseeing or partnering closely on compliance, security, SOC 2, privacy, or customer due diligence programs.

· Experience overseeing or participating in commercial contract negotiations, including customer and vendor agreements.

· Proven track record of building teams, improving processes, implementing systems, and scaling operational functions.

· Strong analytical skills and comfort working with business systems (Salesforce, billing platforms, Ramp, QuickBooks).

· Demonstrated ability to lead cross-functional initiatives and drive accountability across departments.

· Excellent communication and relationship-management skills with the ability to work effectively with executives, technical teams, employees, customers, vendors, and external partners.

· Bachelor’s degree in Business, Finance, Accounting, Operations, or a related field, or equivalent professional experience.

Preferred

· Experience in the wealth management or financial advisor technology industry, including work with broker-dealers or RIAs.

· Experience operating within a high-growth company with distributed teams.

· Experience helping an organization scale business systems, operational processes, and organizational structure.

What We Offer

· Exciting, welcoming, and challenging work environment

· Eligible for an annual bonus

· Group medical health insurance – multiple options with generous subsidies

· Vision, Dental, Long-term and Short-term group insurance

· Company provided Life Insurance, with the ability to purchase additional coverage

· 401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%

· $1,200 annual wellness fund that allows employees to improve all aspects of their wellbeing

· Free onsite gym membership

· Free weekly team breakfast and lunch

· Flexible vacation time

· Fun and social outings, including happy hours and team building events

· Casual dress code

· Pet friendly office

Equal Opportunity Employer

Application Question(s):

What is your target salary for this position?

Location:

Shelton, CT 06484 (Preferred)

Ability to Commute:

Shelton, CT 06484 (Preferred)

Work Location: Hybrid remote in Shelton, CT 06484

RightCapital Jobs

Vice President of Operations