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.
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.
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.
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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.
RIA Enterprise National Account Manager
Baltimore, MD · On-site +1
... firm to carry out the business strategy. Must manage the assigned key client relationships ... Conduct effective prep and follow-up meetings with investment and executive leaders when meeting ...
RIA Enterprise National Account Manager
Baltimore, MD · On-site +1
... firm to carry out the business strategy. Must manage the assigned key client relationships ... Conduct effective prep and follow-up meetings with investment and executive leaders when meeting ...
Description: The Executive Assistant serves as a strategic partner to the CEO of a registered investment advisor (RIA) firm, supporting leadership across corporate initiatives, advisor team ...
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Description: The Executive Assistant serves as a strategic partner to the CEO of a registered investment advisor (RIA) firm, supporting leadership across corporate initiatives, advisor team ...
Client Services Specialist - Registered Investment Adivsor (RIA)
Los Angeles, CA · On-site
$18.25 - $24.25/hr
... RIA) firm environment ... Our client is a full service, boutique investment advisory firm that has built its business to ...
Client Services Specialist - Registered Investment Adivsor (RIA)
Los Angeles, CA · On-site
$18.25 - $24.25/hr
... RIA) firm environment ... Our client is a full service, boutique investment advisory firm that has built its business to ...
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Operations Manager - Registered Investment Advisory
Boca Raton, FL · On-site
$110K - $120K/yr
... Advisory (RIA) firm seeking an experienced Operations Manager to work on-site in Boca Raton ... career path into executive leadership. The ideal candidate is an experienced RIA operations ...
New
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Operations Manager - Registered Investment Advisory
Boca Raton, FL · On-site
$110K - $120K/yr
... Advisory (RIA) firm seeking an experienced Operations Manager to work on-site in Boca Raton ... career path into executive leadership. The ideal candidate is an experienced RIA operations ...
New
VP Client Development
New York, NY · On-site
$300K/yr
This is a multi-faceted, high exposure role, working directly with the firm's founders, executives ... management/RIA firm with exposure to high net worth clients and large, complex portfolios.
VP Client Development
New York, NY · On-site
$300K/yr
This is a multi-faceted, high exposure role, working directly with the firm's founders, executives ... management/RIA firm with exposure to high net worth clients and large, complex portfolios.
Financial Controller
Manhattan, NY · On-site
... RIA firm, or Registered Investment Advisor firm,with nearly $2 billion in AUM, committed to ... Strategic Leadership • Partner with the executive team on business strategy, costs optimization ...
Financial Controller
Manhattan, NY · On-site
... RIA firm, or Registered Investment Advisor firm,with nearly $2 billion in AUM, committed to ... Strategic Leadership • Partner with the executive team on business strategy, costs optimization ...
Financial Controller
New York, NY · On-site
... RIA firm, or Registered Investment Advisor firm,with nearly $2 billion in AUM, committed to ... Strategic Leadership Partner with the executive team on business strategy, costs optimization ...
Quick apply
Financial Controller
New York, NY · On-site
... RIA firm, or Registered Investment Advisor firm,with nearly $2 billion in AUM, committed to ... Strategic Leadership Partner with the executive team on business strategy, costs optimization ...
Executive-level composure and communication, with experience being the face of high-stakes ... firm in real time, with real anxiety about client continuity and disruption * High emotional ...
Executive-level composure and communication, with experience being the face of high-stakes ... firm in real time, with real anxiety about client continuity and disruption * High emotional ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Executive Reporting & Program Office Leadership * Own recurring business reviews, executive ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Executive Reporting & Program Office Leadership * Own recurring business reviews, executive ...
Executive-level composure and communication, with experience being the face of high-stakes ... firm in real time, with real anxiety about client continuity and disruption * High emotional ...
Executive-level composure and communication, with experience being the face of high-stakes ... firm in real time, with real anxiety about client continuity and disruption * High emotional ...
Executive-level composure and communication, with experience being the face of high-stakes ... firm in real time, with real anxiety about client continuity and disruption * High emotional ...
Executive-level composure and communication, with experience being the face of high-stakes ... firm in real time, with real anxiety about client continuity and disruption * High emotional ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... This role requires strong communication, leadership, and executive presence when representing the ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... This role requires strong communication, leadership, and executive presence when representing the ...
Aspen Standard Wealth empowers RIA leaders and their businesses to achieve enduring value and ... We are hiring a Growth Executive to take full ownership of one of our partner firms -- a founder ...
Aspen Standard Wealth empowers RIA leaders and their businesses to achieve enduring value and ... We are hiring a Growth Executive to take full ownership of one of our partner firms -- a founder ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Executive Reporting & Program Office Leadership * Own recurring business reviews, executive ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Executive Reporting & Program Office Leadership * Own recurring business reviews, executive ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... This role requires strong communication, leadership, and executive presence when representing the ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... This role requires strong communication, leadership, and executive presence when representing the ...
... RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net ... Alan Goldstein-CEO Avior Executive Search alan@aviorsearch.com
... RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net ... Alan Goldstein-CEO Avior Executive Search alan@aviorsearch.com
Senior UHNW Relationship Manager
Manhattan, NY · On-site +1
... RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net ... Alan Goldstein-CEO Avior Executive Search alan@aviorsearch.com
Quick apply
Senior UHNW Relationship Manager
Manhattan, NY · On-site +1
... RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net ... Alan Goldstein-CEO Avior Executive Search alan@aviorsearch.com
Executive Director of Operations About the Firm OnePoint BFG Wealth Partners growing, client-centric Registered Investment Advisor (RIA) firm based in Parsippany, NJ, serving high-net-worth ...
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Executive Director of Operations About the Firm OnePoint BFG Wealth Partners growing, client-centric Registered Investment Advisor (RIA) firm based in Parsippany, NJ, serving high-net-worth ...
Executive Ria Firm information
See salary details
$26.5K - $40.8K
11% of jobs
$40.8K - $55.1K
12% of jobs
$56.8K is the 25th percentile. Wages below this are outliers.
$55.1K - $69.5K
22% of jobs
The median wage is $77.4K / yr.
$69.5K - $83.8K
10% of jobs
$83.8K - $98.1K
9% of jobs
$98.1K - $112.4K
11% of jobs
$114.6K is the 75th percentile. Wages above this are outliers.
$112.4K - $126.7K
11% of jobs
$126.7K - $141K
4% of jobs
$141K - $155.4K
11% of jobs
$155.4K - $169.7K
0% of jobs
$169.7K - $184K
1% of jobs
$26.5K
$93.6K
$184K
How much do executive ria firm jobs pay per year?
As of Aug 2, 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?
| Aspect | Executive Ria Firm | Registered Investment Advisor |
|---|---|---|
| Credentials | Typically holds SEC registration, CFP, or CFA certifications | Requires SEC registration, CFP, CFA, or similar certifications |
| Work Environment | Financial advisory firms, often with a team of advisors | Independent or firm-based financial advisory setting |
| Industry Usage | Commonly used for firms providing investment advice | Used 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:
Operations Manager (Wealth Management/RIA)
Fort Worth, TX • On-site
Full-time
Re-posted 9 hours 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:
• Leadershiprole 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
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:
• Leadershiprole 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