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Director Ria Jobs in Washington, DC (NOW HIRING)

TritonPoint Wealth LLC

Be Seen First

Relationship Manager - RIA

Chevy Chase, MD · On-site

$85K - $105K/yr

... direct support to Wealth Advisors in daily aspects of client service, advising, and financial ... RIA), investment management firm or broker/dealer. • Professional Financial Designation (CFP ® ...

Potomac

Sales Desk Manager

Bethesda, MD · On-site

$120K - $300K/yr

... and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ® . Summary The Director of Internal ...

Potomac

Sales Desk Manager (Bethesda)

Bethesda, MD · Remote

... RIA channel Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ® .   Summary The Director of ...

Potomac

Sales Desk Manager

Bethesda, MD · Remote

... RIA channel Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ® .   Summary The Director of ...

Edelman Financial Engines

Regional Manager

Fairfax, VA · On-site

$99K - $132K/yr

Partner with the Regional Director and maintain high-quality standards and client service ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...

Potomac

Talent Acquisition Specialist

Bethesda, MD · On-site

$75K - $90K/yr

... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Support the HR Director in continuously improving recruiting processes, templates, and workflows ...

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

Director of Finance

Texas State Library and Archives Commision

Washington, DC • On-site

Full-time

Posted 11 days ago

Job description

Our client is a rapidly growing independent RIA/wealth management firm with a multinational footprint and over $2 billion in AUM, committed to providing tailored investment and financial planning solutions for high-net-worth clients. The firm is seeking an experienced Finance Director with a background in wealth management or financial services and a broad understanding of the RIA business model and regulatory environment.
This is a high-impact, individual contributor role that not only oversees financial operations but also partners closely with firm leadership to drive long-term growth, enhance operational efficiency, and scale the business for the future.
Key Responsibilities of the Director of Finance:
FP&A and Firm Strategy
• Partner with the executive team on business strategy, cost optimization, profitability analysis, scenario modeling, and long-term planning
• Provide financial insights to support decisions related to growth initiatives, acquisitions, technology investments, and hiring
• Develop and maintain KPIs and dashboards to track financial and operational performance
• Analyze revenue streams, margin trends, and expense drivers to identify risks and opportunities
• Lead annual budgeting and reforecasting processes, including variance analysis and executive-level reporting
• Build financial models to support strategic initiatives, capacity planning, and headcount planning
• Evaluate scalability of current operating model and recommend improvements to support firm-wide growth
• Support pricing strategy, fee structures, and profitability by client segment or service line
• Translate complex financial data into clear, actionable insights for senior leadership
• Partner cross-functionally with operations, compliance, and leadership to align financial planning with business objectives.
Financial Oversight
  • Lead all aspects of the firm's accounting (oversee AP/AR, payroll, budgeting, cash management, tax filings, etc.) and financial reporting functions.
  • Direct month-end closing of the General Ledger; prepare and analyze monthly, quarterly, and annual financial statements.
  • Monitor cash flow, profitability, and expense control.
  • Negotiate fee structures and coordinate with external accounting vendors who perform financial reviews and due diligence analyses.
  • Prepare materials for Board of Directors meetings.

Risk Management & Compliance
  • Collaborate with compliance to ensure financial reporting aligns with SEC/FINRA regulatory requirements.
  • Oversee internal controls, policies, and procedures to safeguard firm assets.
  • Evaluate operational and financial risks and recommend mitigation strategies.

Operations & Efficiency
  • Oversee Human Resources functions, including onboarding of new hires.
  • Oversee vendor management.
  • Assist with the transition to and subsequent enhancement of the ERP system.
  • Oversee and optimize the firm's technology spend.

Qualifications
Qualifications of the Director of Finance:
  • Bachelor's degree in Accounting, Finance, Mathematics, Statistics, or a similar STEM-based major.
  • 10-15 years of progressive experience in accounting and finance, including ideally at least 3 years within an RIA specifically focused on high-net-worth wealth management.
  • Strong understanding of RIA business models, fee structures, and regulatory environment.
  • Experience within a smaller, rapidly growing firm, with demonstrated success scaling operations within approximately $2 billion to $10 billion in AUM.
  • Proficiency with portfolio accounting systems, CRMs, and Microsoft Excel/Power BI.
  • CPA is a plus
  • Expertise in FP&A, financial modeling, budgeting, and KPI development.
  • Proven ability to serve as a trusted strategic partner with the vision to think broadly about the business and its long-term growth.
  • Demonstrated ability to improve processes, implement systems, and scale infrastructure in a growing firm.
  • Familiarity with platforms such as Black Diamond, Addepar, Schwab, Pershing, QuickBooks, Tally, and NAV administration is a plus
  • Excellent leadership, communication, and interpersonal skills.
  • Comfortable operating in a lean environment, building infrastructure and scaling for growth, while serving as a hands-on individual contributor handling day-to-day responsibilities and partnering strategically with leadership.

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