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Director Ria Firm Jobs in Florida (NOW HIRING)

Wertz & Associates

Senior Tax Accountant

Miami, FL · On-site

$90K - $130K/hr

About the Firm: Our client is a top mid‑sized CPA firm in Miami, FL , recognized for its ... Manage client engagements from start to finish, including planning, executing, directing, and ...

Baker Donelson

Legal Research Analyst

Orlando, FL · On-site

... Firm policies and procedures, and reports to the Director of Knowledge Management and Research ... Checkpoint RIA, HeinOnline, Drafting Assistant, Quest, and TLO. Technology fluency, with ...

Baker Donelson

Legal Research Analyst

Tallahassee, FL · On-site

... Firm policies and procedures, and reports to the Director of Knowledge Management and Research ... Checkpoint RIA, HeinOnline, Drafting Assistant, Quest, and TLO. Technology fluency, with ...

Vaco LLC

Lead Salesforce Engineer

Saint Petersburg, FL · On-site

$96K - $127K/yr

... firm seeks a Lead Salesforce Engineer to own the delivery and evolution of its RIA CRM platform ... Direct experience with Practifi, Financial Services Cloud, or a comparable financial services ...

PKF O'Connor Davies

Tax Associate

Hollywood, FL · On-site

$53K - $71K/yr

About PKF O'Connor Davies PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm ... This individual will work closely with Senior Associates, Supervisors, Managers, and Directors to ...

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Director Ria Firm information

What is the difference between Director Ria Firm vs Financial Advisor?

AspectDirector Ria FirmFinancial Advisor
CredentialsSeries 7, 63, 65/66, and possibly CFP or CFASeries 7, 63, 65/66, CFP or similar certifications
Work EnvironmentLeadership role managing RIA firm operationsClient-facing, providing personalized financial advice
Employer & Industry UsageTypically employed by or managing an RIA firmEmployed by firms or independent, serving individual clients

The main difference is that a Director Ria Firm oversees the firm's operations and compliance, while a Financial Advisor focuses on advising clients on investments and financial planning. Both roles often hold similar certifications, but their responsibilities and work environments differ significantly.

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The most popular types of Ria Firm jobs in Florida are:

What are popular job titles related to Director Ria Firm jobs in Florida?

For Director Ria Firm jobs in Florida, the most frequently searched job titles are:

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The top searched job categories for Director Ria Firm jobs in Florida are:

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Cities in Florida with the most Director Ria Firm job openings:

Director Ria Firm jobs near you
Infographic showing various Director Ria Firm job openings in Florida as of September 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, 9% Hybrid, and 17% Remote job distribution.

Relationship Manager

Saint Petersburg, FL • On-site

Dynasty Financial Partners, LLC
Finance and Insurance • 51 - 200 employees
Learn more about Dynasty Financial Partners, LLCexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Key responsibilities

  • Manage and deepen client relationships with Network Partner firms.

  • Coordinate cross-functional initiatives and manage multiple projects to meet milestones and timelines.

  • Act as a primary point of contact and strategic advisor for clients, providing high-quality responses and tailored solutions.

Job description

Description:

Dynasty Financial Partners is seeking a VP, Relationship Management to join our Relationship Management Team. This is one of the most critical roles within the firm — serving as the primary point of contact and strategic advisor for our Network Partner firms. The VP will be responsible for managing and deepening client relationships, driving profitability, and acting as a true business partner to firm leadership. 


Requirements:


Relationship Management

  • Serve as the primary relationship owner for a portfolio of Dynasty Network Partner firms.
  • Ensure clients receive timely, high-quality responses to all inquiries.
  • Act as an outsourced Chief Operating Officer (OCOO), enabling firm principals to stay focused on growth.
  • Apply creative problem-solving to address a wide variety of client situations.

Strategic Advisory

  • Partner with firm principals to design and implement business plans aligned with their growth objectives.
  • Assist in evaluating and optimizing RIA internal team structures.
  • Provide ongoing, candid feedback on business model effectiveness with a specific focus on client development and retention.

Project Management

  • Lead and coordinate cross-functional initiatives involving multiple internal and external stakeholders.
  • Manage multiple concurrent projects to clear milestones and timelines.
  • Synthesize information from various parties and deliver clear, concise communication to clients and Dynasty senior leadership.

Travel

  • Expected travel of 40–60% to visit Network Partners and attend industry events.
Requirements:

Qualifications:


We are looking for candidates with experience in one or more of the following areas:

• Wealth Management — Direct experience as an advisor, manager, or in a support role, with deep knowledge of the operations and client relationships involved in running a wealth management firm.

• Practice Management — Demonstrated ability to work with advisors and firm leaders to drive growth, improve profitability, and enhance operational efficiency.

• Management Consulting — Experience diagnosing business challenges and delivering structured, actionable recommendations.


Additional requirements:

• Self-starter with strong initiative and ability to work independently with minimal supervision.

• Excellent verbal and written communication skills, including public speaking and presentation delivery.

• Highly organized, detail-oriented, and able to manage multiple priorities simultaneously.

• Intellectual curiosity and strong critical thinking skills.

• Collaborative team player with a willingness to contribute beyond defined responsibilities.

• Proficiency in Microsoft PowerPoint and Excel.


Benefits:

  • Health Insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan 401(k)
  • 401(k) matching
  • Paid Time Off 
  • FSA/HSA benefits plans
  • Disability benefits
  • Voluntary Life Insurance
  • Basic Life Insurance


EQUAL EMPLOYMENT OPPORTUNITY: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.