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Director Ria Jobs in Sandston, VA (NOW HIRING)

WealthCrossing

Associate Advisor

Richmond, VA · On-site

$75K/yr

Begin developing ongoing client relationship management skills through direct interaction with ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

WealthCrossing

Associate Advisor

Richmond, VA

Begin developing ongoing client relationship management skills through direct interaction with ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

WealthCrossing

Associate Advisor

Richmond, VA · On-site

Begin developing ongoing client relationship management skills through direct interaction with ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

All JobsRia JobsDirector Ria JobsDirector Ria Jobs in Sandston, VA

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 cities near Sandston, VA are hiring for Director Ria jobs? Cities near Sandston, VA with the most Director Ria job openings:
Director Ria jobs near you

Director of Wealth Services

Bill Good Marketing

Henrico, VA

$80K - $98K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 hours ago

Job description

Overview

You've probably tried the other side of this industry. The prospecting, the cold calls, the pressure to eat what you kill. And somewhere along the way, you realized that what you actually love is the client relationship itself. The meeting. The follow-through. Making someone feel genuinely cared for.

If that sounds like you, keep reading.

A growing independent wealth management firm in Richmond is looking for a Director of Wealth Services to own the client experience for their individual wealth book. This is a service role, not a sales role. You will not be asked to build a book of business or hunt for new clients. What you will be asked to do is run a tight, high-touch client service operation for about 175 households and free up the lead advisor to focus on what he does best.

The firm manages close to a billion dollars across two divisions. You will be focused entirely on the individual wealth side, roughly $300 million, and you will lead a small pod that includes a paraplanner, a client service manager, and a client service specialist. These are tenured people. They know their jobs. They need someone in the middle who can make sure everything gets done and clients feel taken care of.

The Role

Your responsibilities will include:

  • Leading the weekly planning meeting every Monday, briefing the team on upcoming client cases including agendas, prior meeting recaps, recommended changes, supporting reports, and next steps
  • Opening and closing client meetings Tuesday through Thursday, handling administrative items like beneficiary updates and scheduling, taking notes, and ensuring clients feel genuinely cared for throughout
  • Producing executive summaries after each meeting and delegating action items to the appropriate team members
  • Responding to all client communication within 24 hours and maintaining accurate CRM records
  • Keeping client tier classifications current and proactively flagging anything that needs attention
  • Using Fridays for cleanup, prep, and setting the following week up for success
  • Over time, developing a client appreciation program and adding light referral support to meetings
What Success Looks Like

Success in this role means clients feel like the most important people in the world every time they interact with this firm. It means the lead advisor can walk into a meeting fully prepared without having to worry about the details and walk out knowing everything will be handled. It means the team runs smoothly, action items get done, and nothing falls through the cracks.

The right person will own this role fully. They will come to the lead advisor with options, not problems, and will build the kind of client trust that keeps relationships strong for years.

Requirements

Who You Are

You have worked on the service side of a financial advisory or wealth management firm and you know the rhythms of the work. You understand how to prepare for a client meeting, what happens after one, and how to communicate with clients who expect a high level of professionalism and care.

You will thrive here if you:

  • Bring solutions, not problems, and make decisions with confidence
  • Stay calm and organized when the week gets full
  • Genuinely enjoy the relationship side of this work and make clients feel valued
  • Run independently without needing to be managed

This is not the right role if you are looking to eventually go independent, build your own book, or use this as a stepping stone to partnership.

Qualifications

Required:

  • Financial services experience at a financial advisory, RIA or wealth management firm with real working knowledge of wealth management operations
  • Strong written communication skills; you will produce executive summaries and client correspondence regularly
  • High emotional intelligence; clients at this level expect to feel like the most important person in the room
  • Professionalism and warmth in equal measure
  • Comfortable running independently in a fast-moving environment

Strongly preferred:

  • eMoney experience
  • Experience with SmartOffice, Vanilla, Holistiplan, or YCharts
  • Series 65, Series 7, or other financial services licensing
  • Comfort with AI tools; the firm actively uses AI for meeting notes and summaries

Benefits

What You Get
  • Salary: $80K - $98K plus an annual performance bonus (eligible after your first year).
  • 15 days PTO per year to start, with accrual tied to tenure
  • 12 paid holidays
  • Medical coverage through United Healthcare; dental, vision, and supplemental options also available (employee-paid premiums)
  • Basic life insurance and short-term disability covered by the firm
  • 401(k) with matching
  • Full-time, in-office | Richmond, VA | Monday through Thursday 8 AM to 5 PM, Friday 8 AM to 4 PM
To Apply

Please submit your resume along with a brief letter introducing yourself and your interest in the role.