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Executive Ria Firm Jobs (NOW HIRING)

Mercer Advisors

Executive Assistant

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... The Executive Assistant is a strategic, highly organized, and proactive professional who provides ...

Mercer Advisors

Executive Assistant

Denver, CO

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... The Executive Assistant is a strategic, highly organized, and proactive professional who provides ...

Cetera

Community Leader - RIA Network

Dallas, TX · Hybrid

$124.60K - $167.20K/yr

... firm retention. Build and manage the RIA Network community team as growth warrants. Own revenue ... Executive-level communicator with the ability to influence senior stakeholders. Proficiency in CRM ...

Cetera

Community Leader - RIA Network

Dallas, TX · Hybrid

$124.60K - $167.20K/yr

... firm retention. Build and manage the RIA Network community team as growth warrants. Own revenue ... Executive-level communicator with the ability to influence senior stakeholders. Proficiency in CRM ...

W3Global Inc.

Financial Planner

Alpharetta, GA

$100K - $150K/yr

Independent registered investment advisory (RIA) firm managing over $400 million in assets for high ... Serves high-net-worth business owners, executives, professionals, and individuals with $1M+ in ...

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Executive Ria Firm information

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$26.5K

$93.6K

$184K

How much do executive ria firm jobs pay per year?

As of May 31, 2026, the average yearly pay for executive ria firm in the United States is $93,552.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $120,500.00 per year, depending on experience, location, and employer.

What is the difference between Executive Ria Firm vs Registered Investment Advisor?

AspectExecutive Ria FirmRegistered Investment Advisor
CredentialsTypically holds SEC registration, CFP, or CFA certificationsRequires SEC registration, CFP, CFA, or similar certifications
Work EnvironmentFinancial advisory firms, often with a team of advisorsIndependent or firm-based financial advisory setting
Industry UsageCommonly used for firms providing investment adviceUsed for individuals or firms offering personalized investment management

Both Executive Ria Firms and Registered Investment Advisors are regulated entities providing investment advice. The main difference lies in the context of usage; 'Executive Ria Firm' emphasizes the firm's leadership and operational structure, while 'Registered Investment Advisor' is a regulatory designation. Understanding these distinctions helps clients identify qualified financial advisory services.

More about Executive Ria Firm jobs
What cities are hiring for Executive Ria Firm jobs? Cities with the most Executive Ria Firm job openings:
What are the most commonly searched types of Ria Firm jobs? The most popular types of Ria Firm jobs are:
What states have the most Executive Ria Firm jobs? States with the most job openings for Executive Ria Firm jobs include:
What job categories do people searching Executive Ria Firm jobs look for? The top searched job categories for Executive Ria Firm jobs are:
Executive Ria Firm jobs near you
Infographic showing various Executive Ria Firm job openings in the United States as of May 2026, with employment types broken down into 7% Full Time, 21% Part Time, and 72% Contract. Highlights an 3% Physical, 38% Hybrid, and 59% Remote job distribution, with an average salary of $93,552 per year, or $45 per hour.

Operations Manager (Wealth Management/RIA)

Trinity Technology Solutions

Fort Worth, TX • On-site

Full-time

Posted 4 days ago

Job description

Our client is a rapidly growing Wealth Management/RIA firm ($3 billion plus AUM) that serves the financial planning and investment needs of high-net-worth (HNW) individuals and corporate executives. The firm seeks an experienced Operations Manager to oversee all aspects of the firm’s internal operations, ensuring this high-volume office runs efficiently and client cases are processed accurately and on time. This individual will manage the operations staff, monitor case flow, and coordinate with advisors to help them achieve performance goals. The ideal candidate will have deep industry knowledge, strong leadership skills, and hands-on experience with key financial technology platforms.

Responsibilities of the Operations Manager (RIA):

·         Oversee day-to-day office operations and ensure smooth workflow across departments.

·         Manage and supervise the operations and case processing team, ensuring all client accounts, paperwork, and transactions are completed accurately and timely.

·         Meet regularly with advisors to track progress toward business goals and support them in achieving productivity benchmarks.

·         Oversee new business processing from submission through completion, ensuring compliance and exceptional client service.

·         Maintain deep working knowledge of key platforms, including Wealthscape, eMoney, Envestnet, and various annuity carrier systems.

·         Troubleshoot operational and technical issues across systems and ensure the team is trained and supported.

·         Develop and implement process improvements to enhance efficiency, accuracy, and client experience.

·         Collaborate with leadership to drive new business development and operational strategy.

·         Support recruiting, onboarding, and training of new staff as the firm grows.

·         Ensure compliance with all regulatory and firm-level requirements.

 Qualifications of the Operations Manager (RIA):

·         5+ years of experience in financial services operations, specifically within an RIA, broker-dealer, or wealth management environment.

·         Strong understanding of brokerage and financial advisory operations, new account setup, trading, transfers, and compliance procedures.

·         Proficiency with Wealthscape, eMoney, and preferably Envestnet platforms.

·         Experience with annuity business processing strongly preferred.

·         Proven leadership and team management abilities.

·         Excellent organizational, problem-solving, and communication skills.

·         Ability to manage multiple priorities and meet deadlines in a fast-paced, high-volume environment.

·         Bachelor’s degree in Finance, Business, or related field preferred.

 What the Position Offers:

·         Leadership role with significant impact on firm’s growth and success

·         Competitive salary, generous annual bonus, monthly health insurance stipend (medical benefits not offered at this time), and 401(k) with 3.5% match