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Director Ria Jobs (NOW HIRING)

White Tiger Connections

Managing Director

Sarasota, FL · Remote

$210K - $250K/yr

When an RIA engages the platform, they gain direct access to dedicated CPA expertise as part of the offering--meaning their clients receive fully integrated tax preparation, planning, and advisory ...

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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.
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Director Ria jobs near you
Infographic showing various Director Ria job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 33% In-person, and 67% Remote job distribution.

Investment Solutions Advocate

NewEdge Capital Group LLC

New Orleans, LA • On-site

Full-time

Posted 7 days ago

Job description

Position Summary

The Investment Solutions Consultant is a client-facing sales and consulting role responsible for driving platform growth, supporting advisor relationships, and serving as the primary investment reference for affiliated and prospective independent RIA teams. This individual must possess deep fluency across the firm’s full investment offering — from managed solutions and alternatives to direct RIA business and annuities — and translate that knowledge into actionable guidance for advisors at every stage of their relationship with the firm.

The role sits at the intersection of sales, investment consulting, and transition support, requiring a confident communicator who can articulate platform value, map complex books of business, and build trust with advisors navigating major business decisions. The right candidate will operate as a trusted advisor to affiliated RIAs — proactively identifying opportunities to deepen engagement, educating advisors on the full scope of the firm’s capabilities, and converting those interactions into measurable platform adoption and AUM capture. This role is “architecture neutral.” The advocate’s job is to match the right solution to the advisor and business, not push volume through a preferred channel.

Location: New Orleans candidates preferred, but remote candidates will be considered as well.

Key Responsibilities

1. Investment Consulting & Advisor Relationships

  • Serve as the primary investment solutions resource for affiliated RIA advisors — answering platform questions, making product recommendations, and providing ongoing education.
  • Develop deep fluency across the full investment offering, including:
  • Unified Managed Account (UMA) solutions
  • SMA / third-party manager platforms
  • Alternatives, annuities, and direct RIA business
  • UHNW Bridge solutions and Partner Referral Programs (PRP)
  • Develop and maintain strong relationships with strategic advocates, internal Portfolio Managers and strategic partners.
  • Help existing advisors identify and adopt solutions aligned with their clients’ needs and their own business economics.

2. Sales & Platform Growth

  • Actively support recruiting efforts by participating in home office visits, virtual meetings, and in-person engagements with prospective advisor teams.
  • Facilitate solution mapping for committed recruits — translating the firm’s platform into a clear business model story.
  • Understand how, when, and where to position specific solutions to drive advisor satisfaction.
  • Maintain current knowledge of competitor offerings, industry trends, and evolving RIA landscape dynamics.

3. RIA Transition Support

  • Own investment solutions onboarding for incoming advisor teams: map existing books of business to platform solutions and lead transition planning discussions for the investment team.
  • Educate incoming teams on cost structures, platform benefits, P&L implications, and enrollment processes.
  • Coordinate enrollment and setup with trading operations and investment ops teams.
  • Act as the primary solutions contact for new teams from commitment through handoff to standard operations.

4. Content, Narrative & Platform Marketing

  • Own the development and ongoing maintenance of platform materials and investment content — ensuring messaging is current, accurate, and positioned to drive advisor adoption.
  • Lead the creation of presentations and supporting materials for advisor meetings, recruiting engagements, and transition discussions — translating complex platform capabilities into a clear and compelling value story.
  • Drive the content strategy for transition mapping deliverables, ensuring incoming teams receive tailored, high-quality materials that accelerate onboarding and reinforce the platform’s value proposition.

Qualifications

Required

  • 5+ years of experience in financial services, preferably within an RIA, broker-dealer, TAMP, or investment platform environment.
  • Demonstrated understanding of RIA custodians (Fidelity, Schwab, Raymond James, Goldman Sachs, LPL Financial) and their workflows.
  • Familiarity with SMA platforms (e.g., SmartX, Vise), TAMPs (e.g., Assetmark, Envestnet, SEI) and OMS platforms (Orion, Black Diamond, Tamarac)
  • Building advisor intelligence database: CRM, activity logs, tracking and identification of adoption/gaps.
  • Strong communication skills — written, verbal, and in-person presentation.
  • Travel while representing the firm, platform, and our AdvisorFirst culture across advisor offices, firm and industry events, and recruitment meetings.

Preferred

  • Series 65 or 66 license (or active willingness to obtain).
  • Preferred advanced designation such as CFA, CIMA, CFP, ChFC or others
  • Proficiency in Excel, PowerPoint/Prezi, AI, and Adobe tools.
  • Experience supporting or leading advisor transitions or onboarding programs.
  • Familiarity with multi-custodial investment platforms and complex book-of-business mapping.

Apply