... firm. Your Impact * Own the advisor marketing strategy, partnering directly with advisors to ... Direct experience marketing to financial advisors or within the RIA / wealth management space
... firm. Your Impact * Own the advisor marketing strategy, partnering directly with advisors to ... Direct experience marketing to financial advisors or within the RIA / wealth management space
Advisor Marketing Manager
Irving, TX · On-site +1
... firm. Your Impact * Own the advisor marketing strategy, partnering directly with advisors to ... Direct experience marketing to financial advisors or within the RIA / wealth management space
Advisor Marketing Manager
Irving, TX · On-site +1
... firm. Your Impact * Own the advisor marketing strategy, partnering directly with advisors to ... Direct experience marketing to financial advisors or within the RIA / wealth management space
... firm. Your Impact * Own the advisor marketing strategy, partnering directly with advisors to ... Direct experience marketing to financial advisors or within the RIA / wealth management space
... firm. Your Impact * Own the advisor marketing strategy, partnering directly with advisors to ... Direct experience marketing to financial advisors or within the RIA / wealth management space
Relationship Manager
Dallas, TX · On-site
Build trusted relationships by understanding Firm goals, operational needs, and growth ... Ability to influence without direct authority and coordinate outcomes across multiple stakeholders ...
New
Relationship Manager
Dallas, TX · On-site
Build trusted relationships by understanding Firm goals, operational needs, and growth ... Ability to influence without direct authority and coordinate outcomes across multiple stakeholders ...
New
Relationship Manager
Dallas, TX · Hybrid
Build trusted relationships by understanding Firm goals, operational needs, and growth ... Ability to influence without direct authority and coordinate outcomes across multiple stakeholders ...
New
Relationship Manager
Dallas, TX · Hybrid
Build trusted relationships by understanding Firm goals, operational needs, and growth ... Ability to influence without direct authority and coordinate outcomes across multiple stakeholders ...
New
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Client Service Associate
Houston, TX · On-site
$13.75 - $19/hr
As part of a close-knit eight-person firm, the Client Service Associate will also provide front ... The ideal candidate has 5-10 years of client service experience within an RIA, deep operational ...
Client Service Associate
Houston, TX · On-site
$13.75 - $19/hr
As part of a close-knit eight-person firm, the Client Service Associate will also provide front ... The ideal candidate has 5-10 years of client service experience within an RIA, deep operational ...
Senior Manager, Fixed Income Trading
Dallas, TX · On-site
$107K - $146K/yr
This is a high-visibility hybrid role-senior individual contributor and people leader-with direct ... Experience supporting enterprise RIA firms, wirehouse breakaways, or large institutional clients.
Senior Manager, Fixed Income Trading
Dallas, TX · On-site
$107K - $146K/yr
This is a high-visibility hybrid role-senior individual contributor and people leader-with direct ... Experience supporting enterprise RIA firms, wirehouse breakaways, or large institutional clients.
Senior Trust Officer
Houston, TX · Hybrid
$140K - $150K/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... S., we operate as a registered investment advisor (RIA). Your Future Team Hightower Trust Company ...
Senior Trust Officer
Houston, TX · Hybrid
$140K - $150K/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... S., we operate as a registered investment advisor (RIA). Your Future Team Hightower Trust Company ...
This is a high-visibility hybrid role-senior individual contributor and people leader-with direct ... RIA firms and compete at the highest level of the independent advisor market. The ideal candidate ...
This is a high-visibility hybrid role-senior individual contributor and people leader-with direct ... RIA firms and compete at the highest level of the independent advisor market. The ideal candidate ...
Client Operations Analyst
Dallas, TX · On-site
... firm's CRM and custodian systems; serve as a point of contact for clients and the advisory team ... Excellent work references required, preferably from former direct supervisors. * Must consent to ...
Client Operations Analyst
Dallas, TX · On-site
... firm's CRM and custodian systems; serve as a point of contact for clients and the advisory team ... Excellent work references required, preferably from former direct supervisors. * Must consent to ...
Tax Manager
Dallas, TX · On-site
$109K - $143K/yr
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Tax Manager
Dallas, TX · On-site
$109K - $143K/yr
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Tax Manager
Dallas, TX · On-site
$109K - $143K/yr
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Tax Manager
Dallas, TX · On-site
$109K - $143K/yr
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Tax Manager Dallas, Texas, United States
Addison, TX · On-site
$110 - $170/hr
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Tax Manager Dallas, Texas, United States
Addison, TX · On-site
$110 - $170/hr
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
You will report to the Director of Growth and Client Engagement. What You'll Do This role is phone ... S., the firm operates as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER:
You will report to the Director of Growth and Client Engagement. What You'll Do This role is phone ... S., the firm operates as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER:
Corporate Development Analyst
Dallas, TX · On-site
$10K - $110K/mo
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Corporate Development Analyst
Dallas, TX · On-site
$10K - $110K/mo
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
... firm. Your Impact * Own the advisor marketing strategy, partnering directly with advisors to ... Direct experience marketing to financial advisors or within the RIA / wealth management space
... firm. Your Impact * Own the advisor marketing strategy, partnering directly with advisors to ... Direct experience marketing to financial advisors or within the RIA / wealth management space
Financial Advisor
Houston, TX · On-site
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Financial Advisor
Houston, TX · On-site
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Sr. Data Engineer
Dallas, TX · On-site
$113K - $136K/yr
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Sr. Data Engineer
Dallas, TX · On-site
$113K - $136K/yr
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Wealth Management Associate
Dallas, TX · On-site
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Wealth Management Associate
Dallas, TX · On-site
... a direct approach to financial planning. Allworth Financial delivers long- and short-term ... The business is a multi-billion dollar firm and is on track for continued growth through both ...
Director Ria Firm information
What is the difference between Director Ria Firm vs Financial Advisor?
| Aspect | Director Ria Firm | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 63, 65/66, and possibly CFP or CFA | Series 7, 63, 65/66, CFP or similar certifications |
| Work Environment | Leadership role managing RIA firm operations | Client-facing, providing personalized financial advice |
| Employer & Industry Usage | Typically employed by or managing an RIA firm | Employed 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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What are popular job titles related to Director Ria Firm jobs in Texas? For Director Ria Firm jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Director Ria Firm jobs in Texas look for? The top searched job categories for Director Ria Firm jobs in Texas are:
What cities in Texas are hiring for Director Ria Firm jobs? Cities in Texas with the most Director Ria Firm job openings:
Job description
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
Farther's advisors are growing fast, and marketing is one of the biggest levers we have to help them grow faster. As an Advisor Marketing Manager, you'll take ownership of the strategy behind how our advisors build their brands and their books — moving beyond executing requests to setting the direction for how we market at scale.
This is a senior individual-contributor role today with a clear path to building and leading a team as we grow. You'll partner directly with advisors and leadership, shape our playbooks, and raise the bar for what "good" marketing looks like across the firm.
Your Impact
- Own the advisor marketing strategy, partnering directly with advisors to sharpen their personal brand and business development efforts
- Build repeatable marketing programs and playbooks (social calendars, campaign templates, event frameworks) that scale across a growing advisor base
- Set the editorial and content strategy across digital channels, ensuring every piece of copy sounds like Farther and lands with our audience
- Lead planning and execution of flagship events, from strategy through logistics through follow-up
- Track and report on the effectiveness of marketing initiatives, using data to double down on what works
- Manage relationships with agency and freelance partners, plus our marketing tech stack (HubSpot, Webflow, and beyond)
- Mentor and guide junior marketing team members today, with the opportunity to formally build and lead a team as the function scales
- Partner cross-functionally with Sales, Compliance, and Design to bring integrated campaigns to life
The Ideal Match
- 5-7+ years of marketing experience, ideally including time in financial services, wealth management, or a marketing agency
- A track record of building marketing programs from scratch, not just executing against an existing playbook
- Experience mentoring or informally leading others, with genuine interest in growing into a people manager
- Sharp copywriter who can turn complex financial concepts into clear, compelling content
- Comfortable measuring and reporting on marketing performance and using it to inform strategy
- Strong project management skills; you can juggle multiple advisor stakeholders and priorities without dropping the ball
- Excellent written and verbal communication skills, with an eye for design and a meticulous attention to detail
- Proficiency with Slack, Google Workspace, Word, Excel, CRMs, and PowerPoint required; HubSpot and Webflow experience strongly preferred
Bonus Points
- Direct experience marketing to financial advisors or within the RIA / wealth management space
- Familiarity with compliance considerations that come with marketing in a regulated industry
- Prior formal people management experience
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Ready to disrupt wealth management? Let's talk!
About Farther
Sourced by ZipRecruiter
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2019