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Director Ria Jobs in Santa Clara, CA (NOW HIRING)

RIA Recruiting

Client Service Associate

Los Gatos, CA · On-site +1

$80K - $100K/yr

This position will have direct client contact in our goal to provide excellent client service. This position is Hybrid from our office in Los Gatos, CA . Benefits: * Starting salary of $80,000 - $100 ...

RIA Recruiting

Client Service Associate

Los Gatos, CA · On-site

$80K - $100K/yr

This position will have direct client contact in our goal to provide excellent client service. This position is Hybrid from our office in Los Gatos, CA. Benefits: * Starting salary of $80,000 - $100 ...

RIA Recruiting

Client Service Associate

Los Gatos, CA · On-site +1

$65K - $80K/yr

This position will have direct client contact in our goal to provide excellent client service. This position is permanently remote. This position is open to candidates in Pacific or Mountain time ...

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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 Santa Clara, CA?

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

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

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

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

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

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

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

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

Senior Director/ Director, RIA Relationship Management (West Coast)

Palo Alto, CA • On-site

Allocate
See more jobs at Allocateexternal

$150K - $200K/yr

Full-time

Re-posted 16 days ago

Job description

The Role
We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on [West Coast, Midwest, East Coast] RIAs.
This role focuses exclusively on RIAs and wealth advisory firms, partnering with their CIOs, investment teams, and core operating partners, to help them build programmatic private markets portfolios using Allocate's platform.
You will operate at the intersection of investment expertise, consultative sales, and strategic relationship building, helping build the future of private markets.
What You'll Do
  • Build trusted relationships with CIOs, investment committees, and senior leadership at leading RIAs to help scale their private markets programs
  • Drive adoption of Allocate's platform across curated investment opportunities (from venture and growth to private equity and private credit), white label fund solutions, and Allocate Insights, focusing on driving adoption and revenue growth
  • Lead the full relationship lifecycle from initial introduction to long-term partnership
  • Partner closely with the investment, product, and operations teams to deliver exceptional client outcomes, creating a consistent feedback loop between clients and product innovation
  • Be a leader out in the field for Allocate, representing Allocate at industry events and key client gatherings
What We're Looking For
Qualifications
  • 7-10+ years of experience in relationship management, focused on RIAs and wealth advisory firms
  • Exceptional relationship-building ability with senior decision makers
  • Ability to explain complex investment strategies clearly
  • Background specifically in alternatives, technology sales, or a combination of both (Preference for strong technology background and interest)
  • Experience, knowledge and interest in sophisticated alternatives offerings, from venture growth, and private equity to co-investments and secondaries opportunities
  • Track record of sourcing and closing complex deals
  • Strategic account development mindset
  • High degree of self-direction and ownership
  • Comfort operating in a fast-moving, entrepreneurial environment

Why Join Allocate
  • Work directly with some of the most sophisticated platforms in wealth management
  • Help build the infrastructure powering private markets in the RIA channel
  • Join a team of builders focused on client experience, operational rigor, and problem solving
  • Shape how the next generation of wealth platforms invest in private markets

Apply