The firm seeks an experienced Operations Manager to oversee all aspects of the firm's internal ... Responsibilities of the Operations Manager (RIA): • Oversee day-to-day office operations and ...
The firm seeks an experienced Operations Manager to oversee all aspects of the firm's internal ... Responsibilities of the Operations Manager (RIA): • Oversee day-to-day office operations and ...
The firm seeks an experienced Operations Manager to oversee all aspects of the firm's internal ... Responsibilities of the Operations Manager (RIA): · Oversee day-to-day office operations and ...
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The firm seeks an experienced Operations Manager to oversee all aspects of the firm's internal ... Responsibilities of the Operations Manager (RIA): · Oversee day-to-day office operations and ...
... Managers, you'll lead sales initiatives in the RIA channel, identifying ... firm and firm representatives' needs and coordinate efforts to serve those needs. Your territory ...
... Managers, you'll lead sales initiatives in the RIA channel, identifying ... firm and firm representatives' needs and coordinate efforts to serve those needs. Your territory ...
Relationship Manager - RIA
Chevy Chase, MD · On-site
$85K - $105K/yr
Serving as liaison to firm professionals and clients services associates in the research, review ... RIA), investment management firm or broker/dealer. * Professional Financial Designation (CFP ® ...
Quick apply
Relationship Manager - RIA
Chevy Chase, MD · On-site
$85K - $105K/yr
Serving as liaison to firm professionals and clients services associates in the research, review ... RIA), investment management firm or broker/dealer. * Professional Financial Designation (CFP ® ...
RIA Enterprise National Account Manager
Baltimore, MD · On-site +1
... RIA segment. This includes the development and collaborative implementation of the business ... firm to carry out the business strategy. Must manage the assigned key client relationships ...
RIA Enterprise National Account Manager
Baltimore, MD · On-site +1
... RIA segment. This includes the development and collaborative implementation of the business ... firm to carry out the business strategy. Must manage the assigned key client relationships ...
Financial Planner - RIA Firm
Columbia, SC · On-site
$70K - $100K/yr
Our firm has a proven marketing and operations system, which has allowed us to steadily increase ... Planning areas include but are not limited to financial statement analysis, risk management ...
Financial Planner - RIA Firm
Columbia, SC · On-site
$70K - $100K/yr
Our firm has a proven marketing and operations system, which has allowed us to steadily increase ... Planning areas include but are not limited to financial statement analysis, risk management ...
VP Client Development
Manhattan, NY · On-site
... 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 ...
VP Client Development
Manhattan, NY · On-site
... 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 ...
VP Client Development
New York, NY · On-site
$300K/yr
... 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 ...
VP Client Development
New York, NY · On-site
$300K/yr
... 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 ...
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Operations Manager - Registered Investment Advisory
Boca Raton, FL · On-site
$110K - $120K/yr
Operations Manager - Boca Raton, FL (Onsite) Our client is a well-established, highly respected Registered Investment Advisory (RIA) firm seeking an experienced Operations Manager to work on-site in ...
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Be Seen First
Operations Manager - Registered Investment Advisory
Boca Raton, FL · On-site
$110K - $120K/yr
Operations Manager - Boca Raton, FL (Onsite) Our client is a well-established, highly respected Registered Investment Advisory (RIA) firm seeking an experienced Operations Manager to work on-site in ...
Client Services Specialist - Registered Investment Adivsor (RIA)
Los Angeles, CA · On-site
$18.25 - $24.25/hr
... firm that has built its business to provide a Family Office investment experience to a broader universe of clientele. As a Registered Investment Adviser (RIA), they provide wealth management and ...
Client Services Specialist - Registered Investment Adivsor (RIA)
Los Angeles, CA · On-site
$18.25 - $24.25/hr
... firm that has built its business to provide a Family Office investment experience to a broader universe of clientele. As a Registered Investment Adviser (RIA), they provide wealth management and ...
Compliance Specialist - RIA
$100K - $135K/yr
About Us Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New ... We're a growing, cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated ...
Compliance Specialist - RIA
$100K - $135K/yr
About Us Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New ... We're a growing, cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated ...
Office Manager - Financial Services - Roswell, GA
Roswell, GA · On-site
$83K - $109K/yr
Office Manager - Financial Services Firm: Park Square Financial Group Location: Roswell, GA ... Experience working with a Registered Investment Advisor (RIA) firm is required * Proficient MS ...
Office Manager - Financial Services - Roswell, GA
Roswell, GA · On-site
$83K - $109K/yr
Office Manager - Financial Services Firm: Park Square Financial Group Location: Roswell, GA ... Experience working with a Registered Investment Advisor (RIA) firm is required * Proficient MS ...
Tax Manager
Parsippany, NJ · On-site
$111K - $146K/yr
As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Tax Manager. Position Overview: We are seeking a Tax Manager for a ...
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Tax Manager
Parsippany, NJ · On-site
$111K - $146K/yr
As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Tax Manager. Position Overview: We are seeking a Tax Manager for a ...
SRG Senior Relationship Manager - RIA
$185K - $210K/yr
Promotes firm services and offerings to assigned clients based on understanding of clients ... Directly manages highly complex client projects and oversees the successful execution of client ...
SRG Senior Relationship Manager - RIA
$185K - $210K/yr
Promotes firm services and offerings to assigned clients based on understanding of clients ... Directly manages highly complex client projects and oversees the successful execution of client ...
Tax Manager
Minneapolis, MN · Remote
$110K - $150K/yr
About the Firm Our client is a $350M registered investment advisory (RIA) firm based in Minnesota ... Manage relationships with outside vendors for complex returns, ensuring coordination and quality ...
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Tax Manager
Minneapolis, MN · Remote
$110K - $150K/yr
About the Firm Our client is a $350M registered investment advisory (RIA) firm based in Minnesota ... Manage relationships with outside vendors for complex returns, ensuring coordination and quality ...
Office Manager - Financial Services - Roswell, GA
Roswell, GA · On-site
$83K - $109K/yr
Office Manager - Financial Services Firm: Park Square Financial Group Location: Roswell, GA ... Experience working with a Registered Investment Advisor (RIA) firm is required * Proficient MS ...
Office Manager - Financial Services - Roswell, GA
Roswell, GA · On-site
$83K - $109K/yr
Office Manager - Financial Services Firm: Park Square Financial Group Location: Roswell, GA ... Experience working with a Registered Investment Advisor (RIA) firm is required * Proficient MS ...
Customer Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
... Investment Advisor (RIA) firm that prides itself on high-touch service and long-term client ... is a plus Comfort with CRM tools, scheduling systems, and common office software A calm ...
Customer Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
... Investment Advisor (RIA) firm that prides itself on high-touch service and long-term client ... is a plus Comfort with CRM tools, scheduling systems, and common office software A calm ...
... Management LLC we are seek a Director of Business Development -- RIA Distribution to join as LCM's primary external-facing capital formation hire, responsible for building and owning the firm's RIA ...
... Management LLC we are seek a Director of Business Development -- RIA Distribution to join as LCM's primary external-facing capital formation hire, responsible for building and owning the firm's RIA ...
... Management LLC we are seek a Director of Business Development -- RIA Distribution to join as LCM's primary external-facing capital formation hire, responsible for building and owning the firm's RIA ...
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... Management LLC we are seek a Director of Business Development -- RIA Distribution to join as LCM's primary external-facing capital formation hire, responsible for building and owning the firm's RIA ...
... Management LLC we are seek a Director of Business Development -- RIA Distribution to join as LCM's primary external-facing capital formation hire, responsible for building and owning the firm's RIA ...
... Management LLC we are seek a Director of Business Development -- RIA Distribution to join as LCM's primary external-facing capital formation hire, responsible for building and owning the firm's RIA ...
Manager Ria Firm information
See salary details
$27.5K - $37.5K
9% of jobs
$37.5K - $47.5K
13% of jobs
$50K is the 25th percentile. Wages below this are outliers.
$47.5K - $57.5K
12% of jobs
$57.5K - $67.5K
9% of jobs
The median wage is $74.7K / yr.
$67.5K - $77.5K
9% of jobs
$77.5K - $87.5K
5% of jobs
$87.5K - $97.5K
4% of jobs
$97.5K - $107.5K
6% of jobs
$110.5K is the 75th percentile. Wages above this are outliers.
$107.5K - $117.5K
22% of jobs
$117.5K - $127.5K
6% of jobs
$127.5K - $137.5K
3% of jobs
$27.5K
$81.7K
$137.5K
How much do manager ria firm jobs pay per year?
What is the difference between Manager Ria Firm vs Financial Advisor?
| Aspect | Manager Ria Firm | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66, or 65 licenses, CFP certification often preferred | Series 7, 66, or 65 licenses, CFP certification common |
| Work Environment | Manages firm operations, oversees advisors, compliance | Provides personalized financial planning and investment advice |
| Employer & Industry | Ria firms, financial services industry | Independent or firm-based financial advisory firms |
While both roles require similar licenses and certifications, a Manager Ria Firm oversees the firm's operations and compliance, whereas a Financial Advisor focuses on client financial planning and investment advice. The Manager Ria Firm role is more managerial and administrative, while the Financial Advisor role is client-facing and advisory-focused.
What cities are hiring for Manager Ria Firm jobs?
Cities with the most Manager 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 Manager Ria Firm jobs?
States with the most job openings for Manager Ria Firm jobs include:
Operations Manager (Wealth Management/RIA)
Fort Worth, TX • On-site
Full-time
Re-posted 23 days ago
Job description
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