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Director Ria Jobs in Chicago, IL (NOW HIRING)

Advyzon

Senior Director, Head of Investments

Lisle, IL · On-site

Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior ... Strong understanding of RIA, TAMP, and custodial operational platforms and workflows. * Experience ...

Advyzon

Senior Director, Head of Investments

Lisle, IL · On-site

Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior ... Strong understanding of RIA, TAMP, and custodial operational platforms and workflows. * Experience ...

Curi Capital

Senior Director of People

Chicago, IL · On-site

... RIA) based in Chicago. We are committed to building meaningful relationships and making a ... Build and Scale Our People Function We're seeking a strategic, hands-on Senior Director of People ...

Corps Team

Client Service Associate

Chicago, IL · On-site

$26.27 - $28.27/hr

... RIA) firms, Financial Advisors, and institutional stakeholders, rather than direct end-investor clients. This position plays a key role in delivering a seamless client experience across onboarding ...

hightower

Director, Salesforce Development

Chicago, IL · Hybrid

$175K - $195K/yr

S., we operate as a registered investment advisor (RIA). Your Future Team The Director of Salesforce Development reporting to the Executive Director, Head of Software Engineering owns the operations ...

Cresset Capital

DIRECTOR, INTEGRATIONS

Chicago, IL · On-site

$160K - $180K/yr

Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... Director, Integrations The Director of Integrations plays a critical role in partnering with the ...

Cresset Capital

DIRECTOR, INTEGRATIONS

Chicago, IL

Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... Director, Integrations The Director of Integrations plays a critical role in partnering with the ...

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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 Chicago, IL? The most popular types of Ria jobs in Chicago, IL are:
What are popular job titles related to Director Ria jobs in Chicago, IL? For Director Ria jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Director Ria jobs in Chicago, IL look for? The top searched job categories for Director Ria jobs in Chicago, IL are:
Director Ria jobs near you

Regional Director, External Wholesaler, Midwest / Southwest - eFinancialCareers

eFinancialCareers

Chicago, IL • On-site

Full-time

Posted 21 days ago

Job description

Regional Director, External Wholesaler, Midwest / Southwest

A multi-billion dollar investment management firm specializing in fixed income portfolios on behalf of high-net-worth, ultra-high-net-worth, and institutional investors is looking to hire a Regional Director, External Wholesaler, Midwest / Southwest. The firm's goal is to be a top provider of fixed income investment solutions to its clients by offering world class portfolio management, superior value-added thought leadership and preeminent client service for advisors and investors.

Summary

The Regional Director, External Wholesaler role includes calling on Financial Advisors and selling municipal bond separately managed accounts. The role is dedicated to increasing the sale of the firm’s products through regular telephone presentations and meetings. The ideal candidate should have extensive business development/wholesaling experience within the Morgan Stanley, Merrill Lynch, UBS, and Wells Fargo and RIA distribution channels, in particular. The External Wholesaler will be responsible for making proactive calls to clients and prospects while managing an assigned territory within the US - these conversations should increase the financial advisor’s knowledge and awareness of the firm's products. Primary client interaction is by telephone as well as travel to client sites.

Responsibilities

  1. Conduct proactive telephone and in-person sales presentations to top tier advisors highlighting firm products and value proposition.
  2. Partner with CEO, fellow sales professionals, and support team to drive asset growth and build relationships with advisors through execution of a defined territory plan and sales process.
  3. Effectively profile advisors to understand their practice, clients and investment process to identify needs and to position investment solutions and services to meet those needs.
  4. Provide portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their business.
  5. Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships.
  6. Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis.

Requirements

  1. 5 - 10+ years of internal / external wholesaling experience within the asset management industry.
  2. Established relationships with independent RIA and bulge bracket financial services distribution channels in the Midwest and Southwest preferred.
  3. Knowledge of fixed income and separately managed accounts is preferred.
  4. Series 65/66 registrations

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