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Director Ria Jobs in Ohio (NOW HIRING)

Golden-Reserve-LL

CPA Tax Director (Dublin)

Canfield, OH · On-site

$125K - $175K/yr

Golden Reserve is a full‑service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve - but for the team of financial ...

Golden Reserve

CPA Tax Director (Dublin)

Canfield, OH · On-site

$125K - $175K/yr

Golden Reserve is a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve - but for the team of financial ...

VIKA TALENT SOLUTIONS

Tax Supervisor

Dayton, OH · Hybrid

$107K - $141K/yr

Dayton, OH (Hybrid remote in Moraine, OH 45439) Job Type: Full time Permanent with Direct client ... Proficiency in research tools (RIA, CCH, etc.) and ProSystem fx Software preferred. * Experience ...

Valmark Financial Group

Compliance Specialist

Akron, OH · On-site

$55K - $65K/yr

Review assigned Direct Business, Brokerage, and Advisory reports * Review RR outside brokerage ... Participate in the review and updates to BD and RIA Written Supervisory Manuals. * Participate in ...

Sequoia Financial Group Llc

Portfolio Strategist

Dublin, OH · On-site

$117K - $151K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... Knowledge base of portfolio management and industry software (Morningstar Direct, Bloomberg ...

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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 Ohio? The most popular types of Ria jobs in Ohio are:
What are popular job titles related to Director Ria jobs in Ohio? For Director Ria jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Director Ria jobs in Ohio look for? The top searched job categories for Director Ria jobs in Ohio are:
What cities in Ohio are hiring for Director Ria jobs? Cities in Ohio with the most Director Ria job openings:
Director Ria jobs near you
Infographic showing various Director Ria job openings in Ohio as of July 2026, with employment types broken down into 100% Full Time. Highlights an 46% In-person, and 54% Remote job distribution.
Global Employer Services Managing Director-Actuarial Services

Global Employer Services Managing Director-Actuarial Services

BDO USA

Cleveland, OH • On-site

Full-time

Posted 21 days ago

Job description


Job Summary:
A Global Employer Services (GES) Managing Director in our group is responsible for working with partners to ensure successful operations and financial growth of the group. This position will work closely with the Compensation and Benefits team. The GES Managing Director is charged with marketing the company's actuarial products and services. This position oversees the delivery of actuarial services and completing annual activities for clients.
Job Duties:
  • Essential Duties/Functions
    • Provides direction and oversight to aspects of actuarial services provided to clients
    • Works collaboratively with the partner to meet company financial goals
    • Prepares white papers and articles to showcase expertise and promote the practice
    • Interviews executives and board directors to provide context for project recommendations
    • Leads marketing and business development initiatives
    • Develops team policies, procedures and service delivery standards
    • Directs technology and systems used by employees in providing services
    • Recruits, manages and trains staff
    • Strives to improve the quality and consistency of product offering
    • Participates in special projects and represents team initiatives
    • Maintains attendance, punctuality standards, and professional appearance
    • Manages relationships and the delivery of actuarial services for key client accounts
    • Reviews client invoices for completeness and accuracy
    • Demonstrates an understanding of specifically assigned clients and their plan(s)
    • Introduces and develops new or improved ideas to improve the Firm or Firm personnel
    • Consistently makes suggestions as to how previous work products or approaches can be improved
    • Experiments and develops promising new strategies and ideas
    • Presents complex strategies to clients and prospective clients
  • Other Duties as required

Supervisory Responsibilities:
  • Supervises the day-to-day workload of tax GES Managers and staff on assigned engagements, and reviews work product
  • Ensures tax GES Managers and staff are trained on all relevant tax software
  • Evaluates the performance of tax GES Managers and staff, and assists in the development of goals and objectives to enhance professional development
  • Delivers periodic performance feedback and completes performance evaluations for tax GES Managers and staff
  • Acts as a Career Advisor to tax GES Managers and staff, as appropriate

Qualifications, Knowledge, Skills and Abilities:
Education:
  • Bachelor's degree in Accounting, Business Administration, required
  • Master's degree in Accounting, Business Administration, or other relevant field, preferred

Experience:
  • Ten (10) or more years of prior experience in Actuarial services, required

License/Certifications:
  • Enrolled Actuary preferred

Software:
  • Proficient in the use of Microsoft Office Suite, specifically Access, Excel and Word, required
  • Exposure to industry standard tax applications and research tools such as RIA, CCH, BNA and Lexis-Nexis, required

Language:
  • High proficiency in English, both verbal and written (including technical writing skills)

Other Knowledge, Skills & Abilities:
  • Excellent verbal and written communication skills, specifically tax technical writing skills
  • Solid organizational skills and ability to meet project deadlines with a focus on details
  • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
  • Capable of building and maintaining strong relationships with client personnel
  • Ability to successfully interact with professionals at all levels
  • Capable of effectively completing interpretations of legal documents
  • Advanced skills in Excel including macros, pivot tables, database and time value functions
  • Intermediate to advanced skills in Access

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $157,500 - $420,000
Maryland Range: $157,500 - $420,000
NYC/Long Island/Westchester Range: $157,500 - $420,000
Washington DC Range: $157,500 - $420,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
  • Welcoming diverse perspectives and understanding the experience of our professionals and clients
  • Empowering team members to explore their full potential
  • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
  • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
  • Focus on resilience and sustainability to positively impact our people, clients, and communities
  • BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more!

*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!

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