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.
VP Client Development
Manhattan, NY · On-site
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
Manhattan, NY · On-site
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
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 ...
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 ...
... 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
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... High emotional intelligence and strong executive presence. Able to build trust and credibility with ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... High emotional intelligence and strong executive presence. Able to build trust and credibility with ...
SME & Enterprise Account Executive
New York, NY · Remote
$100K - $125K/yr
Medical
PTO
... deals with RIA and wealth-management firms with 50+ advisors, spanning mid-market through ... firm wealth management or fintech buyers * Documented quota attainment of 90%+ for at least one ...
Quick apply
SME & Enterprise Account Executive
New York, NY · Remote
$100K - $125K/yr
Medical
PTO
... deals with RIA and wealth-management firms with 50+ advisors, spanning mid-market through ... firm wealth management or fintech buyers * Documented quota attainment of 90%+ for at least one ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... owners, company executives, creators, and those stewarding generational wealth to overcome ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... owners, company executives, creators, and those stewarding generational wealth to overcome ...
Asset & Wealth Management, US Third Party Wealth Northeast Executive Field Director, Vice Presi[...]
Manhattan, NY · On-site
Medical
Retirement
PTO
The Executive Field Director will drive the distribution of Goldman Sachs Asset Management (GSAM ... the RIA prospect and client base. 3. Operational Excellence & Compliance * Lead Focus Firm ...
Asset & Wealth Management, US Third Party Wealth Northeast Executive Field Director, Vice Presi[...]
Manhattan, NY · On-site
Medical
Retirement
PTO
The Executive Field Director will drive the distribution of Goldman Sachs Asset Management (GSAM ... the RIA prospect and client base. 3. Operational Excellence & Compliance * Lead Focus Firm ...
Senior Wealth Advisor, UHNW (New York)
New York, NY · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... owners, company executives, creators, and those stewarding generational wealth to overcome ...
Senior Wealth Advisor, UHNW (New York)
New York, NY · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... owners, company executives, creators, and those stewarding generational wealth to overcome ...
Asset & Wealth Management, US Third Party Wealth Northeast Executive Field Director, Vice Preside...
New York, NY · On-site
The Executive Field Director will drive the distribution of Goldman Sachs Asset Management (GSAM ... RIA prospect and client base. 3. Operational Excellence & Compliance: * Lead Focus Firm ...
Asset & Wealth Management, US Third Party Wealth Northeast Executive Field Director, Vice Preside...
New York, NY · On-site
The Executive Field Director will drive the distribution of Goldman Sachs Asset Management (GSAM ... RIA prospect and client base. 3. Operational Excellence & Compliance: * Lead Focus Firm ...
Asset & Wealth Management, US Third Party Wealth Northeast Executive Field Director, Vice Preside...
New York, NY · On-site
The Executive Field Director will drive the distribution of Goldman Sachs Asset Management (GSAM ... RIA prospect and client base. 3. Operational Excellence & Compliance: * Lead Focus Firm ...
Asset & Wealth Management, US Third Party Wealth Northeast Executive Field Director, Vice Preside...
New York, NY · On-site
The Executive Field Director will drive the distribution of Goldman Sachs Asset Management (GSAM ... RIA prospect and client base. 3. Operational Excellence & Compliance: * Lead Focus Firm ...
Client Services Operations Manager
New York, NY · On-site +1
$70K - $90K/yr
Experience working within an RIA or fiduciary advisory firm * Experience supporting advisors, executives, or firm leadership * Familiarity with compliance processes, recordkeeping, audits, or ...
Quick apply
Client Services Operations Manager
New York, NY · On-site +1
$70K - $90K/yr
Experience working within an RIA or fiduciary advisory firm * Experience supporting advisors, executives, or firm leadership * Familiarity with compliance processes, recordkeeping, audits, or ...
Client Services Operations Manager
New York, NY · On-site +1
$70K - $90K/yr
Experience working within an RIA or fiduciary advisory firm * Experience supporting advisors, executives, or firm leadership * Familiarity with compliance processes, recordkeeping, audits, or ...
Quick apply
Client Services Operations Manager
New York, NY · On-site +1
$70K - $90K/yr
Experience working within an RIA or fiduciary advisory firm * Experience supporting advisors, executives, or firm leadership * Familiarity with compliance processes, recordkeeping, audits, or ...
Account Executive, Wealth Platform
New York, NY · On-site
$80K - $125K/yr
Medical
Dental
Vision
Retirement
PTO
... Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product. As a New York ... Strong understanding of the RIA industry landscape and the problems we are solving for them.
Quick apply
Account Executive, Wealth Platform
New York, NY · On-site
$80K - $125K/yr
Medical
Dental
Vision
Retirement
PTO
... Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product. As a New York ... Strong understanding of the RIA industry landscape and the problems we are solving for them.
Account Executive, Wealth Platform
New York, NY · Hybrid
$80K - $125K/yr
Medical
Dental
Vision
Retirement
PTO
... Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product. As a New York ... Strong understanding of the RIA industry landscape and the problems we are solving for them.
Account Executive, Wealth Platform
New York, NY · Hybrid
$80K - $125K/yr
Medical
Dental
Vision
Retirement
PTO
... Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product. As a New York ... Strong understanding of the RIA industry landscape and the problems we are solving for them.
Account Executive, Wealth Platform
New York, NY · On-site
$80K - $125K/yr
Medical
Dental
Vision
Retirement
PTO
... Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product. As a New York ... Strong understanding of the RIA industry landscape and the problems we are solving for them.
Account Executive, Wealth Platform
New York, NY · On-site
$80K - $125K/yr
Medical
Dental
Vision
Retirement
PTO
... Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product. As a New York ... Strong understanding of the RIA industry landscape and the problems we are solving for them.
Mid-Market Account Executive
New York, NY · On-site
$185K - $225K/yr
Pontera is used by financial advisors across the nation- from SMB to Fortune 500 RIA firms ... Navigate risk, InfoSec, and compliance reviews of firm's vetting Pontera (SEC, ERISA, SOC 2, ...
New
Quick apply
Mid-Market Account Executive
New York, NY · On-site
$185K - $225K/yr
Pontera is used by financial advisors across the nation- from SMB to Fortune 500 RIA firms ... Navigate risk, InfoSec, and compliance reviews of firm's vetting Pontera (SEC, ERISA, SOC 2, ...
New
Mid-Market Account Executive
New York, NY · On-site
$185K - $225K/yr
Medical
Retirement
Pontera is used by financial advisors across the nation- from SMB to Fortune 500 RIA firms ... Navigate risk, InfoSec, and compliance reviews of firm's vetting Pontera (SEC, ERISA, SOC 2, ...
New
Mid-Market Account Executive
New York, NY · On-site
$185K - $225K/yr
Medical
Retirement
Pontera is used by financial advisors across the nation- from SMB to Fortune 500 RIA firms ... Navigate risk, InfoSec, and compliance reviews of firm's vetting Pontera (SEC, ERISA, SOC 2, ...
New
Executive Ria Firm information
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.
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The most popular types of Ria Firm jobs in New York are:
What are popular job titles related to Executive Ria Firm jobs in New York?
For Executive Ria Firm jobs in New York, the most frequently searched job titles are:
What job categories do people searching Executive Ria Firm jobs in New York look for?
The top searched job categories for Executive Ria Firm jobs in New York are:
What cities in New York are hiring for Executive Ria Firm jobs?
Cities in New York with the most Executive Ria Firm job openings:
Job description
Prominent Investment Management frim in Manhattan seeks a VP to take on a leadership role within their client development function. This role would be responsible for leading the effort to grow the firm's client base and drive revenue growth.
This is a multi-faceted, high exposure role, working directly with the firm's founders, executives, and clients.
This role could be based in either midtown Manhattan or San Francisco, 4 days per week in office.
Responsibilities include
-New client and strategic partnership lead generation, development, engagement, and on-boarding in collaboration with other internal teams.
-Prospect statement review in collaboration with associates and analysts (including balance sheets, estate maps, and performance reports)
-Analytics on ROI of current sales initiatives
-Industry event monitoring (M&A, IPO, liquidity events) with a focus on fundraising
-Enhancement of existing business development tools and sources
-Firm representation at industry events
Qualified candidates should have 10+ years of experience at a major private wealth management/RIA firm with exposure to high net worth clients and large, complex portfolios.
Background in investment banking/investment management analytics and top school educational background preferred
Base salary up to 300k with very competitive incentive/bonus structure.
This is a multi-faceted, high exposure role, working directly with the firm's founders, executives, and clients.
This role could be based in either midtown Manhattan or San Francisco, 4 days per week in office.
Responsibilities include
-New client and strategic partnership lead generation, development, engagement, and on-boarding in collaboration with other internal teams.
-Prospect statement review in collaboration with associates and analysts (including balance sheets, estate maps, and performance reports)
-Analytics on ROI of current sales initiatives
-Industry event monitoring (M&A, IPO, liquidity events) with a focus on fundraising
-Enhancement of existing business development tools and sources
-Firm representation at industry events
Qualified candidates should have 10+ years of experience at a major private wealth management/RIA firm with exposure to high net worth clients and large, complex portfolios.
Background in investment banking/investment management analytics and top school educational background preferred
Base salary up to 300k with very competitive incentive/bonus structure.
About Phyton Talent Advisors
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
NY, US
Year founded
2011