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Director Ria Jobs in Plano, TX (NOW HIRING)

True North Advisors, LLC

Investment Manager

Dallas, TX · On-site

$120 - $180/hr

True North is a $5+B AUM Independent RIA that manages an endowment style investment platform and ... Morningstar Direct. * Strong analytical mindset with demonstrated investment judgment and a ...

Welltower, Inc.

Corporate Paralegal

Dallas, TX · On-site

$66K - $88K/yr

KEY RESPONSIBILITIES * Assist with administration of the Company's RIA's fund compliance platform ... and director information requests * Assist with organization of Board and Committee materials ...

Welltower

Corporate Paralegal

Dallas, TX

$66K - $88K/yr

KEY RESPONSIBILITIES * Assist with administration of the Company's RIA's fund compliance platform ... and director information requests * Assist with organization of Board and Committee materials ...

True North Advisors

Investment Manager

Dallas, TX · On-site

$110 - $180/hr

True North is a $5+B AUM Independent RIA that manages an endowment style investment platform and ... Morningstar Direct. * Strong analytical mindset with demonstrated investment judgment and a ...

Farther

Advisor Marketing Manager

Irving, TX · On-site

Direct experience marketing to financial advisors or within the RIA / wealth management space * Familiarity with compliance considerations that come with marketing in a regulated industry * Prior ...

Farther

Advisor Marketing Manager

Irving, TX · On-site +1

Direct experience marketing to financial advisors or within the RIA / wealth management space * Familiarity with compliance considerations that come with marketing in a regulated industry * Prior ...

Farther

Advisor Marketing Manager

Dallas, TX · On-site

Direct experience marketing to financial advisors or within the RIA / wealth management space * Familiarity with compliance considerations that come with marketing in a regulated industry * Prior ...

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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 Plano, TX?

The most popular types of Ria jobs in Plano, TX are:

What job categories do people searching Director Ria jobs in Plano, TX look for?

The top searched job categories for Director Ria jobs in Plano, TX are:

What cities near Plano, TX are hiring for Director Ria jobs?

Cities near Plano, TX with the most Director Ria job openings:

Director Ria jobs near you

Internal Wholesaler

GuideStone Financial Resources of the Southern Baptist Convention

Dallas, TX • Hybrid

Full-time

Posted 18 days ago

Job description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

GuideStone Funds Internal Wholesaler works to develop business for the GuideStone Funds through the Advisory and Institutional channels. The Internal Wholesaler builds RIA and private wealth advisor relationships though a consultative sales process. Working in partnership with these advisors, the Sales Consultant strives to position GuideStone Funds' array of mutual funds within clients' investment portfolios. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands. (Psalm 78:72)

What You'll Do:

  • Develop a business plan annually and devise the necessary activities, strategies and tactics to achieve goals and grow the business accordingly.

  • Proactively develop consultative relationships with Independent Financial Advisors, RIA, and Private Wealth advisors in assigned territory by a combination of cold calls, warm calls, and e-marketing.

  • Maintain consistently high calling activity to develop an expansive active prospect pipeline of financial professionals

  • Qualify, follow up and leverage relationships developed through these initiatives to position the GuideStone Funds

  • Maintain and expand existing relationships in assigned regional territory by executing proactive, creative and ongoing contact in territory

  • Document all advisor activity in CRM, update CRM advisor database for assigned territory and keep up to date and accurate Outlook calendar.

  • Partner with the Regional Director to capitalize on qualified advisor leads while providing territory specific information to initiate call campaigns.

  • Represent and serve GuideStone with integrity so as to both support and further its mission and values.

  • Assist the Director of Investment Sales with other department-wide projects as assigned such as marketing strategy design,

  • budget development and tracking, reporting processes and other activities as assigned.

  • Maintain professional development and ongoing personal education/growth.

  • Other duties may be assigned.

  • Work to identify cross sell opportunities of other GuideStone products and services.

  • Work in unison with the Client Services area of GuideStone Capital Management.

What You'll Need:

  • Active FINRA licenses (Series 6, Series 7 preferred, and Series 63)

  • 2 to 5 years of experience in financial services sales or advisory, preferably in inside sales roles

  • Strong alignment with evangelical Christian values and GuideStone's mission

  • Ability to build consultative relationships and communicate effectively with financial advisors

  • High initiative, self-motivation, and ability to work independently

  • Familiarity with CRM platforms

  • Professional maturity and desire for long-term career development

  • Preferred experience with firms like Edward Jones, LPL or Ameriprise, with insight into their sales structure and advisor training programs

  • Participate in occasional travel (up to 25%) for training and events

  • Proficient skills in MS Office and appropriate GuideStone system applications.

  • Must have complete confidentiality regarding GuideStone business matters.

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