$85 - $120/hr
A background in financial services and back/middle office operations is preferred. What you'll do ... Institutional/RIA trading experience. * Proficiency with Bloomberg or similar institutional trading ...
$85 - $120/hr
A background in financial services and back/middle office operations is preferred. What you'll do ... Institutional/RIA trading experience. * Proficiency with Bloomberg or similar institutional trading ...
$180 - $240/hr
Collaborate with the Financial Services Tax group on cross-border matters for Asset Management ... Experience with RIA Checkpoint and BNA EisnerAmper is proud to be a merit-based employer. We do not ...
$180 - $240/hr
Collaborate with the Financial Services Tax group on cross-border matters for Asset Management ... Experience with RIA Checkpoint and BNA EisnerAmper is proud to be a merit-based employer. We do not ...
$90 - $110/hr
... financial services firm founded in 1937. Headquartered in Chicago, with offices around the world ... RIA firms. Based at our Chicago Headquarters, the Executive Assistant role provides vital, high ...
$90 - $110/hr
... financial services firm founded in 1937. Headquartered in Chicago, with offices around the world ... RIA firms. Based at our Chicago Headquarters, the Executive Assistant role provides vital, high ...
$60 - $90/hr
... B financing led by Peloton Equity. Our existing investors SV Health, BPEA and SOSV also ... Ria Health. * Provide coaching services during normal business hours and/or as approved * Plan ...
New
$60 - $90/hr
... B financing led by Peloton Equity. Our existing investors SV Health, BPEA and SOSV also ... Ria Health. * Provide coaching services during normal business hours and/or as approved * Plan ...
New
$60 - $65/hr
... and other financial services projects as needed. Reporting to a Content Director, our ideal ... You'll build assignment letters, assign them to freelance and internal writers, edit content to ...
New
$60 - $65/hr
... and other financial services projects as needed. Reporting to a Content Director, our ideal ... You'll build assignment letters, assign them to freelance and internal writers, edit content to ...
New
$115 - $140/hr
Discovery call with a new $8B RIA. Interview their ops director, map how they handle new client ... Background in financial services, wealth management, or fintech. * Experience at a Big 4, ...
$115 - $140/hr
Discovery call with a new $8B RIA. Interview their ops director, map how they handle new client ... Background in financial services, wealth management, or fintech. * Experience at a Big 4, ...
$90 - $130/hr
You understand that strong resourcing is both a human system and a financial lever --and you ... Build and maintain a strong, reliable freelance bench * Oversee onboarding, contracts, and ongoing ...
$90 - $130/hr
You understand that strong resourcing is both a human system and a financial lever --and you ... Build and maintain a strong, reliable freelance bench * Oversee onboarding, contracts, and ongoing ...
$57 - $81/hr
... financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Your Future Team Reporting to the Senior Manager, Client Portal & CRM Services ...
$57 - $81/hr
... financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Your Future Team Reporting to the Senior Manager, Client Portal & CRM Services ...
$85 - $100/hr
S., we operate as a registered investment advisor (RIA). We are looking for a Client Service ... Work experience in Financial Services desired, but not required What We Offer: We care about ...
$85 - $100/hr
S., we operate as a registered investment advisor (RIA). We are looking for a Client Service ... Work experience in Financial Services desired, but not required What We Offer: We care about ...
$108 - $132/hr
Experience working with RIAs, private markets, or financial services. * Existing network within the RIA or alternative investment community is highly desirable. * Experience speaking with senior ...
$108 - $132/hr
Experience working with RIAs, private markets, or financial services. * Existing network within the RIA or alternative investment community is highly desirable. * Experience speaking with senior ...
$100 - $130/hr
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... Bachelor's degree in Business, Finance, or a related field or equivalent industry experience* 5+ ...
$100 - $130/hr
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... Bachelor's degree in Business, Finance, or a related field or equivalent industry experience* 5+ ...
... registered investment advisor (RIA) firms. This role is designed for a high-energy sales ... in financial services, FinTech, insurance, annuities, or asset management. * Experience working ...
... registered investment advisor (RIA) firms. This role is designed for a high-energy sales ... in financial services, FinTech, insurance, annuities, or asset management. * Experience working ...
Internal Sales Consultant
Louisville, KY · On-site
... registered investment advisor (RIA) firms. This role is designed for a high-energy sales ... financial services, FinTech, insurance, annuities, or asset management.Experience working with ...
Quick apply
Internal Sales Consultant
Louisville, KY · On-site
... registered investment advisor (RIA) firms. This role is designed for a high-energy sales ... financial services, FinTech, insurance, annuities, or asset management.Experience working with ...
Internal Sales Consultant
Louisville, KY · On-site
... registered investment advisor (RIA) firms. This role is designed for a high-energy sales ... in financial services, FinTech, insurance, annuities, or asset management. * Experience working ...
Internal Sales Consultant
Louisville, KY · On-site
... registered investment advisor (RIA) firms. This role is designed for a high-energy sales ... in financial services, FinTech, insurance, annuities, or asset management. * Experience working ...
$115 - $130/hr
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...
$115 - $130/hr
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...
$160 - $180/hr
By integrating financial planning, investment management, tax, estate, insurance, and more, all ... The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service ...
$160 - $180/hr
By integrating financial planning, investment management, tax, estate, insurance, and more, all ... The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service ...
$85 - $130/hr
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors ... Advisors at Savvy service up to 50% more households and save 19 hours a week. AI runs through ...
$85 - $130/hr
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors ... Advisors at Savvy service up to 50% more households and save 19 hours a week. AI runs through ...
$145 - $175/hr
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in ... 100 RIA firms. The Cloud and Infrastructure team owns and operates the systems that power the ...
$145 - $175/hr
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in ... 100 RIA firms. The Cloud and Infrastructure team owns and operates the systems that power the ...
$85 - $90/hr
... RIA, and Broker‐Dealer). This position requires a presence in the Stamford office five days a ... Bachelor's Degree* 4+ years in asset management, wholesaling, or financial services sales*
$85 - $90/hr
... RIA, and Broker‐Dealer). This position requires a presence in the Stamford office five days a ... Bachelor's Degree* 4+ years in asset management, wholesaling, or financial services sales*
$175 - $250/hr
Existing relationships within the RIA, independent broker-dealer, and/or asset management community ... Reflecting our experience within financial services and financial technology our offices encompass ...
$175 - $250/hr
Existing relationships within the RIA, independent broker-dealer, and/or asset management community ... Reflecting our experience within financial services and financial technology our offices encompass ...
Freelance Ria Financial Services information
What is a freelance RIA financial services provider?
Freelance Ria Financial Services typically refers to independent professionals who provide services related to Ria Financial, such as money transfers, remittance processing, and customer support, without being directly employed by the company. These freelancers may work with businesses or individuals to facilitate secure and compliant international money transfers using Ria's platform. Their responsibilities can include client onboarding, transaction management, and ensuring compliance with financial regulations. This flexibility allows them to offer Ria's services in various locations and cater to a diverse clientele.
What skills and qualifications are needed to thrive as a freelance RIA financial services provider?
To thrive as a Freelance Financial Services Provider for Ria, you need a solid understanding of financial products, money transfer regulations, and compliance procedures, often supported by relevant experience or certifications in finance or money services. Familiarity with Ria’s digital platforms, payment processing systems, and anti-money laundering (AML) tools is typically required. Excellent customer service skills, trustworthiness, and effective communication help build client relationships and ensure regulatory adherence. These skills and qualities are critical for delivering secure, efficient services and maintaining compliance in a competitive financial environment.
What challenges do freelance RIA financial services providers face, and how can they navigate them?
Freelance professionals working with Ria Financial Services often encounter challenges such as adapting to strict compliance requirements, managing multiple client transactions efficiently, and keeping up with evolving financial regulations. It's important to stay organized, maintain clear communication with Ria's support teams, and regularly update oneself on the latest anti-money laundering (AML) and KYC guidelines. Building strong relationships with both clients and Ria’s internal teams can help freelancers resolve issues quickly and ensure smooth operations.
What is the difference between Freelance Ria Financial Services vs Ria Money Transfer Agent?
| Aspect | Freelance Ria Financial Services | Ria Money Transfer Agent |
|---|---|---|
| Credentials | Typically no formal credentials required, but knowledge of financial regulations helps | Requires registration with Ria, adherence to company policies |
| Work Environment | Independent, flexible, often remote or home-based | Physical location at authorized agent outlets or stores |
| Employer & Industry Usage | Independent contractor offering financial services | Part of Ria's network of authorized agents for money transfer |
| Common Search & Comparison | Often searched by individuals seeking freelance financial services | Compared for those wanting to become official Ria agents |
Freelance Ria Financial Services typically involve independent work providing financial services without formal employment, while Ria Money Transfer Agents are authorized locations that facilitate money transfers as part of Ria's network. The main difference lies in the work setup and official registration requirements.
What cities in Kentucky are hiring for Freelance Ria Financial Services jobs?
Cities in Kentucky with the most Freelance Ria Financial Services job openings:
$85 - $120/hr
Other
This job post has expired today. Applications are no longer accepted.
Job description
The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions.
Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services.
About the role
We are seeking a skilled Leverage Trading Associate responsible for the implementation and management of various leveraged Exchange-Traded Funds (ETF). This role requires a deep understanding of financial markets, strong analytical skills, and an ability to manage portfolios within a fast-paced environment. The ETF Portfolio Management team provides portfolio management and execution services for ETF issuers. This position will closely be involved with day-to-day portfolio management functions of leveraged ETFs.
The ideal candidate will have a strong understanding of equities, options, and other derivatives. This role requires using Bloomberg and other institutional trading platforms. A background in financial services and back/middle office operations is preferred.
What you'll do
- Execute and manage trades across equities, options, and swaps.
- Execute day-to-day duties in the operations of the Trading Team, including but not limited to trade allocation, position settlement, and reconciliation of all trading.
- Utilize Bloomberg or other institutional trading platforms for efficient trade execution.
- Working closely with Prime Brokers and Market Makers to ensure trading best execution and fund efficiencies.
- Stay updated with market trends, economic developments, and trading strategies.
- Accountable for performance and adherence to fund objectives and delivering superior returns against direct competitors.
- Strong familiarity with Microsoft Excel and other Office applications.
- Partner with Investment/Portfolio Management team to continually improve and enhance the trading process and procedures.
- Work closely with our Operations Team to understand their needs and to build solutions that enable them to execute transactions and other operational processes effectively.
- A relentless focus on quality and ability to produce accurate information independently without extensive support/QA from others.
- Continually analyzing, reviewing and improving our operations and service as the trading business evolves.
- The individual will be expected to interact and build strong relationships with stakeholders.
Qualifications
- Bachelor’s degree, preferably business or quantitative discipline related, or relevant experience.
- Minimum 3+ years of experience (or more) in trading equities, options, and fixed income, with a strong emphasis on option trading.
- Institutional/RIA trading experience.
- Proficiency with Bloomberg or similar institutional trading platforms.
- Strong understanding of financial markets and trading strategies.
- Excellent communication and customer service skills.
- Ability to work in a fast-paced and dynamic environment.
- Demonstrated history of solving complex problems.
- Proficient with MS Office Suite.
- Very high level of competency in Excel.
Preferred Qualifications
- Experience with trading platforms, order management systems (OMS), and post-trade processing.
- Proximity to Chicago and New York preferred
- Experience working for a firm that manages 40 Act products.
- Familiarity with regulatory requirements related to trading activities.
- Experience working in a fast-paced, deadline-driven environment.
We are prioritizing candidates who are located within proximity to Chicago, IL; New York, NY, Milwaukee, WI, and Omaha, NE.
The pay range for this role is:
85,000 - 110,000 USD per year (Oak Brook, IL)
85,000 - 120,000 USD per year (New York, NY)
#J-18808-Ljbffr
About Tidal Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Massapequa, NY, US
Year founded
2015