ZipRecruiter

Log In

1

Executive Ria Firm Jobs in Houston, TX (NOW HIRING)

Hines

Assistant General Counsel - Employment

Houston, TX · On-site

... firm's global platform. This role will provide practical, business-focused advice on employment ... Strong executive presence with the confidence to advise senior leadership on complex and sensitive ...

New

Deloitte

Tax Manager - Credits & Incentives

Houston, TX

$106K - $138K/yr

Reviewing technical analyses, credit calculations, tax forms, memoranda, executive summaries ... Experience in a Big Four, public accounting, or law firm environment The wage range for this role ...

Deloitte

Tax Senior - Credits & Incentives

Houston, TX · On-site

Experience preparing technical analyses, credit calculations, tax forms, memoranda, executive ... Experience in a Big Four, public accounting, or law firm environment The wage range for this role ...

All JobsRia Firm JobsExecutive Ria Firm JobsExecutive Ria Firm Jobs in Houston, TX

Executive Ria Firm information

See Houston, TX salary details

$25.3K

$89.3K

$175.7K

How much do executive ria firm jobs pay per year?

As of Aug 13, 2026, the average yearly pay for executive ria firm in Houston, TX is $89,340.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,400.00 and $115,100.00 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.

What are the most commonly searched types of Ria Firm jobs in Houston, TX?

The most popular types of Ria Firm jobs in Houston, TX are:

What are popular job titles related to Executive Ria Firm jobs in Houston, TX?

For Executive Ria Firm jobs in Houston, TX, the most frequently searched job titles are:

What job categories do people searching Executive Ria Firm jobs in Houston, TX look for?

The top searched job categories for Executive Ria Firm jobs in Houston, TX are:

Executive Ria Firm jobs near you
Infographic showing various Executive Ria Firm job openings in Houston, TX as of August 2026, with employment types broken down into 1% Internship, 91% Full Time, 5% Part Time, and 3% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $89,340 per year, or $43 per hour.

Trust Operations Coordinator

Mercer Advisors

Houston, TX • Hybrid

Full-time

Posted 26 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

Our Trust Operations Team provides a high level of service and support to our Wealth Management Teams (WMT). The Trust Operations Team also acts as liaison between the WMT and any Corporate Trustee business partner to ensure multi-transactional and money movement requests are completed in an accurate and timely manner. Responsibilities include processing and monitoring WMTs related requests and research for internal and external clients, accurately setting up and processing receipts and disbursements, requesting new unique asset paperwork and maintaining pricing, preparing operational reports and performing quality control reviews and reconciliations.

The Trust Operations Coordinator will provide internal and administrative support for the Trust Operations team. This role requires flexibility, excellent verbal and written communication skills, attention to detail and a willingness to help the team succeed. They will investigate and resolve questions regarding all aspects related to daily operational responsibilities.

Essential Job Functions for the Trust Coordinator will include:

  • Assisting with leading administrative tasks related to Trust Services including maintaining client documents and assisting staff with workflow.
  • Working closely with leadership to ensure timely correspondence with internal teams and clients.
  • Liaison between the WMT and any Corporate Trustee business partner by providing advanced knowledge of best practice operations.
  • Working collaboratively to document key processes.
  • Assisting with client tax reporting working with Corporate Trustee tax reporting vendor with coordinating tracking and delivery of all tax documents
  • Serving as quality control point to ensure that all calls, transactions, maintenance changes, policy and procedures for customer requests have been adhered to in accordance with compliance requirements and Trust Operations Internal Guidelines
  • Reviewing and maintaining unique asset pricing.
  • Establishing and maintaining internal procedures and service standards related to Trust Operations identifying and implementing the most efficient workflow
  • Cross training to serve as back-up to other team members
  • Other duties as assigned by management

Required Knowledge, Skills & Abilities:

  • High school diploma required; bachelor's degree preferred
  • Executive support or administrative experience a plus
  • Experience or willingness to work with dynamic professionals
  • Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time
  • Outstanding communication and organizational skills
  • Proficiency with MS Word, Excel, PowerPoint and Outlook
  • Excellent customer service skills
  • Ability to maintain confidentiality with all matters
  • Have a "can-do" positive attitude and enjoy being part of a team
  • Ability to prioritize and multi-task in a busy environment
  • Eager to become an expert in the position

Work Schedule: Monday through Friday, 8:00AM – 5:00PM.

Working Conditions: Professional hybrid office environment, daytime hours, working inside, standing, and sitting, no heavy lifting over 10 lbs.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$22—$25 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

What Mercer Advisors employees say

Hours and flexibility

Workplace

Get the full story on Breakroom