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Director Ria Jobs in Tennessee (NOW HIRING)

SageSpring Wealth Partners

Head of Sales

Franklin, TN · On-site

Advisor event participation and effectiveness REQUIRED QUALIFICATIONS: * 10+ years of leadership experience within wealth management, an independent RIA, or advisor development environment. * Proven ...

Hines

Leasing Professional - The Rowley

Murfreesboro, TN · On-site

$20 - $21/hr

Ensure the achievement of the property's revenue and occupancy goals by directing the marketing ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...

Hines

Leasing Professional - The Rowley

Murfreesboro, TN · On-site

$20 - $21/hr

Ensure the achievement of the property's revenue and occupancy goals by directing the marketing ... Includes both the global Hines organization and RIA AUM as of December 31, 2023. We are an equal ...

Hines

Leasing Professional - The Rowley

Murfreesboro, TN · On-site

$20 - $21/hr

Ensure the achievement of the property's revenue and occupancy goals by directing the marketing ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...

Aprio

Senior Market Strategist

Nashville, TN · On-site

$200K - $225K/yr

... RIA) with responsibility for market views and portfolio communication. * Deep fluency in ... Direct involvement in private investment diligence, evaluation, or ongoing monitoring, including ...

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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.
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What cities in Tennessee are hiring for Director Ria jobs? Cities in Tennessee with the most Director Ria job openings:
Director Ria jobs near you
Portfolio & Trading Analyst

Portfolio & Trading Analyst

THE PACIFIC FINANCIAL GROUP INC

Nashville, TN • On-site

$70K - $75K/yr

Full-time

Retirement

Posted 21 days ago

Job description

Company Summary

The Pacific Financial Group (TPFG) is a turnkey asset management platform (TAMP) provider and pioneer in Self-Directed Brokerage Account Management for 401(k), 403(b), and 457 participants through their advisors, providing innovative strategies for portfolio management, including model portfolios consisting of proprietary mutual funds managed by an affiliate. In addition, TPFG provides comprehensive support, including SDBA navigation, asset management integration, and digital onboarding.

Position Summary

The Portfolio & Trading Analyst plays a critical role in supporting daily trading operations and portfolio management activities by ensuring accurate trade execution, maintaining portfolio integrity, performing analysis, and supporting key investment processes.

Working collaboratively with Portfolio Management, Trading Operations, and Client Service teams, this role contributes to efficient investment operations, including trade execution, accurate account management, and timely reporting within a dynamic and fast-paced environment.

Remote candidates are encouraged to apply; however, candidates must be able to work market-aligned hours, including a 6:00 AM PST start time.

Key Responsibilities

Trading & Operations

  • Executes trades for new accounts, rebalances, cash movements, and investment changes
  • Ensures accuracy and timeliness for all trade activities
  • Monitors and processes trade instructions from Portfolio Managers and strategists
  • Performs account, cash, and position reconciliations
  • Reviews daily reports and resolves discrepancies


Portfolio Management Support

  • Assists with daily, monthly, and quarterly portfolio reporting activities
  • Maintains and updates portfolio and account data
  • Analyzes portfolio and client performance
  • Validates financial and market data used in reporting
  • Supports rebalancing, asset allocation, and portfolio reviews


Collaboration & Reporting

  • Partners with internal teams to ensure seamless operations
  • Communicates trade and portfolio updates to stakeholders
  • Contributes to process improvements and operational efficiencies


Position Requirements

  • 2+ years of trading operations, portfolio analytics, or related experience
  • Strong understanding of securities and financial markets
  • Advanced proficiency in Microsoft Excel and the Microsoft Office Suite
  • Strong analytical, organizational, critical thinking, and problem-solving skills
  • Excellent communication, time management, and ability to manage multiple priorities in a fast-paced environment


Preferred Experience

  • Experience within RIA, broker/dealer, or investment advisory environments
  • Experience with portfolio management, trading, and related technology platforms (Morningstar, Salesforce, Orion)


Education

  • Bachelors degree preferred
  • Equivalent industry experience will be considered