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Director Ria Jobs in California (NOW HIRING)

Direct experience selling into or prospecting RIA firms, broker-dealers, or wealth management platforms. * Experience building outbound programs for an early-stage company where the ICP and messaging ...

SMB Account Executive

San Francisco, CA ยท Remote

$50K - $70K/hr

... direct access to the Head of Sales and CEO. Founded 2017 ยท 11-50 people (Series A) ยท Industry: FinTech The Role Own the full sales cycle for smaller RIA and wealth-management firms (roughly 10-49 ...

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Director Ria information

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.

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 cities in California are hiring for Director Ria jobs?

Cities in California with the most Director Ria job openings:

Mid-Market Account Executive

David Joseph & Company

San Francisco, CA โ€ข Remote

$100K - $125K/yr

Full-time

Medical, PTO

Posted 21 days ago


Job description

Remote (US) · Full-time Compensation: $100,000–$125,000 + competitive equity

About the Company

Our client is a Series A fintech building decision-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so advisors can run smarter practices without the manual work. It has real product-market fit — roughly $3M ARR with a clear path to $10M — in a $100B+ addressable market of independent RIAs and wealth-management firms across the US.

Founded 2017 · 11–50 people (Series A) · Industry: FinTech

The Role

A full-cycle, closing-focused individual-contributor seat converting qualified opportunities into closed-won revenue with mid-market RIA and wealth-management firms in the $25K–$100K ACV range, on roughly 60–90 day cycles. Leads come from marketing, a target-account development rep, and the Head of Sales; the AE owns the deal end to end.

Tools: HubSpot CRM (or comparable).

Requirements
  • Full-cycle closing experience in the mid-market ($25K–$100K ACV)
  • Fluency in the wealth-management / RIA domain
  • Disciplined pipeline management and reliable forecasting (HubSpot or comparable)
  • A consultative discovery approach
  • US-based, effective working remotely, with strong written and async communication
Nice to Haves
  • Consistent, predictable quota attainment month over month rather than occasional large wins
  • Speaks the language of wealth management — AUM, custodians, fiduciary, compliance, ADV, RIA structures — naturally rather than from a memorized glossary
  • Keeps CRM hygiene immaculate without being asked and forecasts reliably
  • Reads ambiguous prospect signals well, distinguishes not-now from not-ever, and keeps deals moving with incomplete information
  • Comfortably runs a high volume of concurrent deals with fast proposal and follow-up turnaround
Why Join
  • Uncapped commission — larger ACVs mean larger checks
  • Shape the playbook on a small, low-bureaucracy team, with direct access to the Head of Sales and CEO
  • Sell in the sweet spot — mid-market RIAs that don't yet have a comparable solution, won in 60–90 days
  • Strong PMF and a clear trajectory: ~$3M ARR with a defined path to $10M in a $100B+ market
  • Fully remote, unlimited PTO, and health benefits
Details
  • Location — Remote (US-based)
  • Work policy — Fully remote
  • Compensation — $100,000–$125,000 + competitive equity
  • Visa sponsorship — Not available
  • Employment type — Full-time