ZipRecruiter

Log In

1

Director Ria Jobs in Riverside, CA (NOW HIRING)

Ceritypartners

Client Portfolio Manager

Irvine, CA · On-site

$120K - $170K/yr

... multi-team RIA firm. This role combines hands-on portfolio management with leadership ... Perform other duties as deemed necessary or as directed. * Compliance with fiduciary standards and ...

Cerity Partners

Client Portfolio Manager

Irvine, CA · On-site

$120K - $170K/yr

... multi-team RIA firm. This role combines hands-on portfolio management with leadership ... Perform other duties as deemed necessary or as directed. * Compliance with fiduciary standards and ...

American Lending Center, LLC

Executive Assistant

Irvine, CA · On-site

$65 - $85/hr

... RIA). Position Overview We are seeking a highly organized, responsive, and proactive Executive Assistant to provide direct administrative and operational support to a senior executive. This role is ...

New

FieldAI

Lead Functional Safety Engineer-Federal

Irvine, CA · On-site

$110K - $144K/yr

Strong ownership mindset with the ability to operate as a self-directed individual contributor and ... Familiarity with relevant safety standards (e.g., ISO 13849, ISO 3691-4, IEC 61508, or ANSI/RIA R15 ...

FieldAI

Lead Functional Safety Engineer-Federal

Irvine, CA · On-site

$70K - $300K/yr

Strong ownership mindset with the ability to operate as a self-directed individual contributor and ... Familiarity with relevant safety standards (e.g., ISO 13849, ISO 3691-4, IEC 61508, or ANSI/RIA R15 ...

All JobsRia JobsDirector Ria JobsDirector Ria Jobs in Riverside, CA

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 Riverside, CA?

The most popular types of Ria jobs in Riverside, CA are:

What are popular job titles related to Director Ria jobs in Riverside, CA?

For Director Ria jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Director Ria jobs in Riverside, CA look for?

The top searched job categories for Director Ria jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Director Ria jobs?

Cities near Riverside, CA with the most Director Ria job openings:

Director Ria jobs near you
Infographic showing various Director Ria job openings in Riverside, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Managing Director - Wealth Management - Strategy and Operations

CliftonLarsonAllen

Irvine, CA • On-site

$200K - $250K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 9 days ago

Key responsibilities

  • Partner with the Chief Wealth Officer to evaluate opportunities, solve complex business challenges, and drive strategic priorities.

  • Lead complex, cross-functional projects from assessment through implementation to support growth, profitability, and organizational effectiveness.

  • Drive high-impact strategic initiatives that enhance growth, profitability, advisor effectiveness, and organizational performance.

CliftonLarsonAllen rating

7.1

Company rating: 7.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

22nd of 23 rated bookkeepers and accountants

Job description

CLA is currently seeking a Managing Director - Wealth Strategy & Operations
Why This Role Matters
The next era of Wealth Advisory at CLA is being built right now, and this role will help shape what comes next.
The Managing Director serves as a strategic advisor and operations partner to the Chief Wealth Officer, helping shape and advance the strategic priorities of CLA Wealth Advisory. This leader drives high-impact initiatives involving business transformation, growth, profitability, advisor effectiveness, and organizational scalability. Combining strategic thinking, executive influence, and operational discipline, this role turns complex business challenges into actionable solutions and measurable results.
What Makes the CLA Platform Distinctive
Unlike traditional RIAs, CLA's Wealth Advisory practice one of the nation's largest wealth management firms operating inside one of the largest accounting firms in the U.S., creating unique opportunities to collaborate across tax, consulting, outsourcing, valuation, and other advisory services while delivering comprehensive solutions to clients. This role will help shape and execute many of the initiatives that define the future of the business.
How Your Strategic Leadership & Execution is Impactful
  • Partner closely with the Chief Wealth Officer to evaluate opportunities, solve complex business challenges, and drive the strategic priorities of CLA Wealth Advisory.

  • Lead complex, cross-functional projects from assessment and recommendation through implementation and adoption that support growth, profitability, and organizational effectiveness.
  • Develop business cases, financial analyses, and strategic recommendations
  • Serve as a trusted advisor on issues related to business strategy, operating models, organizational design, client experience, advisor productivity, and growth initiatives.

Business Transformation & Growth
  • Evaluate opportunities to improve client segmentation, service models, advisor effectiveness, pricing strategies, and operational scalability.
  • Drive strategic growth, transformation, and acquisition integration efforts across the Wealth business.
  • Identify opportunities to improve profitability, client outcomes, and advisor experience.

Strategic Leadership & Execution
  • Lead high-impact strategic initiatives that drive growth, profitability, advisor effectiveness, organizational performance, and long-term scalability across the Wealth business.
  • Develop business cases, recommendations, and execution plans while influencing and aligning stakeholders across the organization.
  • Drive accountability, decision-making, and successful execution of complex, cross-functional initiatives, communicating progress and outcomes to executive leadership.

Qualifications
  • 10+ years of relevant experience required
  • Bachelor's degree required. Combination of relevant experience, education, and training may be accepted in lieu of a degree (Bachelor's degree in Accounting, Finance, Business, Economics, or a related field highly preferred).
  • Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 65 licenses required (or equivalent). Certified Financial Planner™ (CFP®) designation preferred

Highly Preferred:
  • Leadership experience in Wealth Advisory, wealth management, or financial services, with a demonstrated record of transforming operations, and driving business growth and strategic outcomes highly preferred.
  • Proven success leading complex strategic initiatives involving wealth advisory business transformation, operating model design, growth strategy, organizational effectiveness, or acquisition integration.
  • Strong business, financial, analytical, and problem-solving skills, with the ability to influence senior leaders and drive change across an organization.
  • Experience within an RIA, wealth management firm, broker-dealer, private wealth platform, or wealth advisory consulting firm; experience with client segmentation, pricing strategy, advisor productivity, and business transformation initiatives required.

Compensation & Benefits
  • Competitive executive compensation and incentive opportunities, comprehensive benefits and retirement programs and Professional growth opportunities within a collaborative, client-focused culture.

Compensation Strategy:
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in California is: $200,000 - $250,000. This role is also eligible for discretionary bonuses based on company performance and other factors.
The compensation range for this position in Minneapolis is: $200,000 - $250,000. This role is also eligible for discretionary bonuses based on company performance and other factors.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.

What CliftonLarsonAllen employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

CliftonLarsonAllen logo

About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

View All CliftonLarsonAllen Jobs

Apply