Build an RIA operation that scales with Skyline's planning-led front office Ideal Background * Active Series 65 or equivalent registration * Experience managing HNW advisory relationships ($1M-$25M ...
Quick apply
Build an RIA operation that scales with Skyline's planning-led front office Ideal Background * Active Series 65 or equivalent registration * Experience managing HNW advisory relationships ($1M-$25M ...
RIA Operator/Senior Wealth Advisor
Austin, TX · On-site
$120 - $190/hr
Build an RIA operation that scales with Skyline's planning-led front office Ideal Background * Active Series 65 or equivalent registration * Experience managing HNW advisory relationships ($1M-$25M ...
RIA Operator/Senior Wealth Advisor
Austin, TX · On-site
$120 - $190/hr
Build an RIA operation that scales with Skyline's planning-led front office Ideal Background * Active Series 65 or equivalent registration * Experience managing HNW advisory relationships ($1M-$25M ...
... executives. The firm seeks an experienced Operations Manager to oversee all aspects of the firm ... Responsibilities of the Operations Manager (RIA): • Oversee day-to-day office operations and ...
... executives. The firm seeks an experienced Operations Manager to oversee all aspects of the firm ... Responsibilities of the Operations Manager (RIA): • Oversee day-to-day office operations and ...
... executives. The firm seeks an experienced Operations Manager to oversee all aspects of the firm ... Responsibilities of the Operations Manager (RIA): · Oversee day-to-day office operations and ...
Quick apply
... executives. The firm seeks an experienced Operations Manager to oversee all aspects of the firm ... Responsibilities of the Operations Manager (RIA): · Oversee day-to-day office operations and ...
Senior RIA Operations Consultant
$90K - $110K/yr
The Senior RIA Operations Consultant serves as a trusted operational partner to advisors and ... Responsibilities Advisor Enablement and Relationship Management * Serve as a trusted operational ...
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Senior RIA Operations Consultant
$90K - $110K/yr
The Senior RIA Operations Consultant serves as a trusted operational partner to advisors and ... Responsibilities Advisor Enablement and Relationship Management * Serve as a trusted operational ...
Executive Assistant
Cypress, TX · On-site
$50K - $70K/yr
Executive Assistant At Centric, we're looking for an experienced Executive Assistant to support ... services, wealth management, or insurance preferred) * Strong understanding of RIA operations ...
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Executive Assistant
Cypress, TX · On-site
$50K - $70K/yr
Executive Assistant At Centric, we're looking for an experienced Executive Assistant to support ... services, wealth management, or insurance preferred) * Strong understanding of RIA operations ...
Partner with Compliance and Operations on segment-specific onboarding requirements (supervision, U4 ... Executive-level composure and communication, with experience being the face of high-stakes ...
Partner with Compliance and Operations on segment-specific onboarding requirements (supervision, U4 ... Executive-level composure and communication, with experience being the face of high-stakes ...
Maintain accurate CRM records of advisor interactions, opportunities, meeting notes, follow-up ... operations, or senior leadership to advance opportunities or resolve issues. * Support systematic ...
Maintain accurate CRM records of advisor interactions, opportunities, meeting notes, follow-up ... operations, or senior leadership to advance opportunities or resolve issues. * Support systematic ...
We're looking for a senior operator to step in as Executive in Residence - CX & Operations on a ... Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial ...
We're looking for a senior operator to step in as Executive in Residence - CX & Operations on a ... Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial ...
Maintain accurate CRM records of advisor interactions, opportunities, meeting notes, follow-up ... operations, or senior leadership to advance opportunities or resolve issues. * Support systematic ...
Maintain accurate CRM records of advisor interactions, opportunities, meeting notes, follow-up ... operations, or senior leadership to advance opportunities or resolve issues. * Support systematic ...
Maintain accurate CRM records of advisor interactions, opportunities, meeting notes, follow-up ... operations, or senior leadership to advance opportunities or resolve issues. * Support systematic ...
Maintain accurate CRM records of advisor interactions, opportunities, meeting notes, follow-up ... operations, or senior leadership to advance opportunities or resolve issues. * Support systematic ...
We're looking for a senior operator to step in as Executive in Residence - CX & Operations on a ... Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial ...
We're looking for a senior operator to step in as Executive in Residence - CX & Operations on a ... Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial ...
We're looking for a senior operator to step in as Executive in Residence - CX & Operations on a ... Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial ...
We're looking for a senior operator to step in as Executive in Residence - CX & Operations on a ... Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial ...
About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by ... Executive-level composure and communication, with experience being the face of high-stakes ...
About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by ... Executive-level composure and communication, with experience being the face of high-stakes ...
Provide clear, executive-level updates to customer and leadership * Support governance meetings like MBR/QBR 5. Customer Management * Act as primary interface with customer for day-to-day operations
Provide clear, executive-level updates to customer and leadership * Support governance meetings like MBR/QBR 5. Customer Management * Act as primary interface with customer for day-to-day operations
Operations / Client Service Associate
Austin, TX · On-site +1
$70K - $90K/yr
Guiding Financial is a boutique RIA based in Austin, TX operating as a quasi-family office for ... Project management and execution, reporting directly to CEO * Various administrative tasks
Operations / Client Service Associate
Austin, TX · On-site +1
$70K - $90K/yr
Guiding Financial is a boutique RIA based in Austin, TX operating as a quasi-family office for ... Project management and execution, reporting directly to CEO * Various administrative tasks
We're looking for a senior operator to step in as Executive in Residence - CX & Operations on a ... Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial ...
We're looking for a senior operator to step in as Executive in Residence - CX & Operations on a ... Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial ...
RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management
$110K - $207K/yr
This role is responsible for partnering with executive teams of the largest and fastest-growing RIA ... Maintain the highest standards of compliance and risk management while demonstrating a commitment ...
New
RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management
$110K - $207K/yr
This role is responsible for partnering with executive teams of the largest and fastest-growing RIA ... Maintain the highest standards of compliance and risk management while demonstrating a commitment ...
New
$57K - $94K/yr
Executive Operations Manager Requisition Number: R-000002999 Department Name: Champions Blue Work Location: Joe Craft Center Grade Level: 47 Salary Range: $57,158.00 - $94,286.00 Type of Position:
$57K - $94K/yr
Executive Operations Manager Requisition Number: R-000002999 Department Name: Champions Blue Work Location: Joe Craft Center Grade Level: 47 Salary Range: $57,158.00 - $94,286.00 Type of Position:
Executive Operations Manager
Fort Worth, TX · On-site +1
Executive Operations * * Independently manage and triage the President's and Vice President's email inboxes, ensuring timely responses, exercising judgment to flag strategic priorities ...
Quick apply
Executive Operations Manager
Fort Worth, TX · On-site +1
Executive Operations * * Independently manage and triage the President's and Vice President's email inboxes, ensuring timely responses, exercising judgment to flag strategic priorities ...
Executive Ria Operation Manager information
What is the difference between Executive Ria Operation Manager vs Ria Compliance Officer?
| Aspect | Executive Ria Operation Manager | Ria Compliance Officer |
|---|---|---|
| Credentials | Relevant certifications in money transfer and management | Compliance certifications like CAMS or CRCM |
| Work Environment | Oversees daily operations of Ria money transfer services | Focuses on regulatory compliance and risk management |
| Employer & Industry Usage | Used in financial services and remittance companies | Common in financial institutions and money transfer firms |
| Search & Comparison Intent | Understanding operational roles in Ria | Understanding compliance responsibilities in Ria |
The Executive Ria Operation Manager primarily oversees daily operations and ensures efficient service delivery within Ria, while the Ria Compliance Officer focuses on regulatory adherence and risk mitigation. Both roles require financial certifications but differ in their core responsibilities and focus areas within the money transfer industry.
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Full-time
Re-posted 22 days ago
Job description
Opportunity
RIA Operator/Senior Wealth Advisor
Location
On-site Austin, TX (hybrid may be considered)
Who We Are
Skyline Wealth Strategies (SWS), a growing family office platform serving 200+ high-net-worth families (HNWFs) with $5–$50M balance sheets, is seeking a licensed RIA Operator / Senior Wealth Advisor to install, operate, and serve as the responsible person for the firm’s new Registered Investment Advisor entity. This is a key leadership hire with long-term ownership potential who will integrate the RIA offering into Skyline’s overall wealth platform and serve our families with fiduciary excellence.
What We're Building
SWS is positioning itself as the go-to wealth partner for HNWFs focused on tax-efficient legacy planning, retirement distribution strategies, and institutional-grade alternative investments. Our model integrates wealth planning, insurance, annuities, private credit, and real estate offerings via Noble Capital. This next phase will install a fully licensed RIA entity — separate, properly governed, and operated under its own regulatory structure — with Fidelity and Schwab as custodians. We will leverage a third-party institutional platform to power all asset management recommendations using subadvised and separately managed strategies. There will be no internal investment products or self-managed assets.
Role Summary
You will:
- Hold or qualify to hold the RIA license and serve as the responsible person / operator
- Serve as the lead advisor for new and existing managed account clients
- Partner with Skyline on family onboarding, planning, and managed allocations
- Oversee fiduciary compliance and collaborate with fractional or outsourced CCO partner
- Build an RIA operation that scales with Skyline’s planning-led front office
Ideal Background
- Active Series 65 or equivalent registration
- Experience managing HNW advisory relationships ($1M–$25M accounts)
- Comfortable working with turnkey platforms, outsourced CIOs, and third-party SMAs
- Previous RIA or IAR experience preferred (including startup or tuck-in experience)
- Strong communicator who thrives in a collaborative planning-first environment
Compensation
- Competitive base salary
- Incentive comp tied to AUM growth and client satisfaction
- Long-term equity participation in the new RIA entity
- Why This Role
- This is a rare opportunity to:
- Build an RIA from scratch, with full compliance and platform support
- Join a family office platform backed by a full accelerator (LevelUp)
- Work alongside elite advisors and planning professionals
- Serve as the responsible advisor for a meaningful book of business
- Help set the tone and fiduciary standard for a next-gen family office