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Director Ria Jobs in California (NOW HIRING)

Altruist

Director, Partnerships

San Francisco, CA · Hybrid

$300K - $350K/yr

Partnerships are how Hazel reaches the majority of the RIA market that direct sales alone cannot - affiliated firms behind broker-dealers, aggregators, and platforms. One signed deal at this tier ...

Altruist

Director, Partnerships

San Francisco, CA · On-site

Partnerships are how Hazel reaches the majority of the RIA market that direct sales alone cannot - affiliated firms behind broker-dealers, aggregators, and platforms. One signed deal at this tier ...

Altruist

Compliance Director

San Francisco, CA · Hybrid

Third-Party RIA Regulatory Requests - Own the program end-to-end, including responses to regulator ... Program breadth - Direct experience owning at least two of: marketing compliance, third-party RIA ...

Altruist

Compliance Director

Los Angeles, CA · Hybrid

Third-Party RIA Regulatory Requests - Own the program end-to-end, including responses to regulator ... Program breadth - Direct experience owning at least two of: marketing compliance, third-party RIA ...

Altruist

Compliance Director

San Francisco, CA · On-site

Third-Party RIA Regulatory Requests - Own the program end-to-end, including responses to regulator ... Program breadth - Direct experience owning at least two of: marketing compliance, third-party RIA ...

Altruist

Compliance Director

Los Angeles, CA · On-site

Third-Party RIA Regulatory Requests - Own the program end-to-end, including responses to regulator ... Program breadth - Direct experience owning at least two of: marketing compliance, third-party RIA ...

Regal Executive Search

Tax Director

Los Angeles, CA · On-site

Tax Director Essential Functions * Review federal and state income tax returns for individuals ... Proficient in Lacerte, RIA, BNA as well as other accounting software Meet Your Recruiter Tim ...

Altruist

Relationship Manager

Los Angeles, CA · Remote

You'll combine deep RIA industry knowledge, consultative relationship skills, and disciplined ... Marketplace, Direct Indexing, HYC, Tax Loss Harvesting, ALTS, Margin) * Identify atrisk ...

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Director Ria information

Is $100,000 enough to work with a financial advisor?

For a Director Ria or similar financial professionals, a $100,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management or flat fees, so the amount needed varies based on the services required and the advisor's policies.

How many financial advisors make $500,000 a year?

In the financial advisory profession, a small percentage of top-performing financial advisors earn $500,000 or more annually, often due to high client assets, extensive experience, and advanced certifications like the CFP or CFA. Achieving this level typically requires managing a large client portfolio, strong sales skills, and a high level of industry experience.

What is a Director Ria?

A Director Ria is typically a high-level executive responsible for overseeing a specific department, program, or business unit within an organization named Ria, such as Ria Money Transfer. The role involves strategic planning, managing teams, ensuring compliance with regulations, and driving business growth. Directors at this level are also responsible for setting goals, monitoring performance, and collaborating with other senior leaders to achieve organizational objectives. Their work often requires extensive experience in management, leadership, and the industry relevant to their organization.

What are the key skills and qualifications needed to thrive as a Director at Ria, and why are they important?

To thrive as a Director at Ria, you generally need strong leadership abilities, strategic planning experience, and a solid background in financial services or money transfer operations, often supported by a relevant degree. Familiarity with compliance systems, financial reporting tools, and customer relationship management (CRM) platforms is typically required. Exceptional communication, problem-solving, and cross-cultural collaboration skills help a Director stand out in this international setting. These qualifications and skills are vital to drive business growth, ensure regulatory compliance, and effectively lead diverse teams in the fast-paced remittance industry.

What are some common challenges faced by a Director in a Remittance and International Affairs (RIA) role, and how can they be addressed?

A Director in Remittance and International Affairs often faces challenges such as navigating complex regulatory environments across multiple countries, ensuring compliance with anti-money laundering (AML) laws, and adapting to rapidly evolving financial technologies. Building strong relationships with global partners and maintaining up-to-date knowledge of local and international regulations are essential for success. Effective Directors foster a culture of compliance, encourage open communication within their teams, and leverage technology to streamline operations and enhance security.

How much does the average RIA make?

The average Registered Investment Advisor (RIA) earns between $100,000 and $200,000 annually, depending on experience, client base, and firm size. Senior RIAs or those managing larger portfolios can earn significantly more, especially with additional certifications like the CFP or CFA. Compensation often includes base salary, bonuses, and profit sharing, and many RIAs work in a client-facing environment requiring strong financial and interpersonal skills.

Is $200,000 enough to work with a financial advisor?

For a Director Ria or similar financial professionals, a $200,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management or flat fees, so the amount needed varies based on the services required and the advisor's policies.
What are the most commonly searched types of Ria jobs in California? The most popular types of Ria jobs in California are:
What are popular job titles related to Director Ria jobs in California? For Director Ria jobs in California, the most frequently searched job titles are:
What job categories do people searching Director Ria jobs in California look for? The top searched job categories for Director Ria jobs in California are:
What cities in California are hiring for Director Ria jobs? Cities in California with the most Director Ria job openings:
Director Ria jobs near you
Senior Director/ Director, RIA Relationship Management (West Coast)

Senior Director/ Director, RIA Relationship Management (West Coast)

Allocate

Palo Alto, CA • On-site

$150K - $200K/yr

Full-time

Posted 18 days ago

Job description

The Role
We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on [West Coast, Midwest, East Coast] RIAs.
This role focuses exclusively on RIAs and wealth advisory firms, partnering with their CIOs, investment teams, and core operating partners, to help them build programmatic private markets portfolios using Allocate's platform.
You will operate at the intersection of investment expertise, consultative sales, and strategic relationship building, helping build the future of private markets.
What You'll Do
  • Build trusted relationships with CIOs, investment committees, and senior leadership at leading RIAs to help scale their private markets programs
  • Drive adoption of Allocate's platform across curated investment opportunities (from venture and growth to private equity and private credit), white label fund solutions, and Allocate Insights, focusing on driving adoption and revenue growth
  • Lead the full relationship lifecycle from initial introduction to long-term partnership
  • Partner closely with the investment, product, and operations teams to deliver exceptional client outcomes, creating a consistent feedback loop between clients and product innovation
  • Be a leader out in the field for Allocate, representing Allocate at industry events and key client gatherings
What We're Looking For
Qualifications
  • 7-10+ years of experience in relationship management, focused on RIAs and wealth advisory firms
  • Exceptional relationship-building ability with senior decision makers
  • Ability to explain complex investment strategies clearly
  • Background specifically in alternatives, technology sales, or a combination of both (Preference for strong technology background and interest)
  • Experience, knowledge and interest in sophisticated alternatives offerings, from venture growth, and private equity to co-investments and secondaries opportunities
  • Track record of sourcing and closing complex deals
  • Strategic account development mindset
  • High degree of self-direction and ownership
  • Comfort operating in a fast-moving, entrepreneurial environment

Why Join Allocate
  • Work directly with some of the most sophisticated platforms in wealth management
  • Help build the infrastructure powering private markets in the RIA channel
  • Join a team of builders focused on client experience, operational rigor, and problem solving
  • Shape how the next generation of wealth platforms invest in private markets

Apply