ZipRecruiter

Log In

1

Manager Ria Firm Jobs in Massachusetts (NOW HIRING)

Modera Wealth Management

Client Service Specialist

Boston, MA · On-site

$18.50 - $24.50/hr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Minimum of 3+ years of experience in an RIA firm or financial services field * Intermediate finance ...

Berkshire Bank

Operations Specialist

Boston, MA · On-site

$21.55 - $36.63/hr

... Firm (RIA). The role is primarily responsible for managing client onboarding, account maintenance and other custodial requests through our designated custodian, Charles Schwab. The ideal candidate ...

TA Realty LLC

Compliance Analyst

Boston, MA · On-site

$75K - $85K/yr

... RIA") with the Securities and Exchange Commission ("SEC")), internal policy and procedures ... Compliance Platform Management: * * Support administration of the Firm's compliance software ...

previous pagenext page

Showing results 21-40

All JobsRia Firm JobsManager Ria Firm JobsManager Ria Firm Jobs in Massachusetts

Manager Ria Firm information

What is the difference between Manager Ria Firm vs Financial Advisor?

AspectManager Ria FirmFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses, CFP certification often preferredSeries 7, 66, or 65 licenses, CFP certification common
Work EnvironmentManages firm operations, oversees advisors, complianceProvides personalized financial planning and investment advice
Employer & IndustryRia firms, financial services industryIndependent 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 are the most commonly searched types of Ria Firm jobs in Massachusetts? The most popular types of Ria Firm jobs in Massachusetts are:
What cities in Massachusetts are hiring for Manager Ria Firm jobs? Cities in Massachusetts with the most Manager Ria Firm job openings:
Manager Ria Firm jobs near you

Client Service Specialist

Modera Wealth Management

Boston, MA • On-site

$18.50 - $24.50/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Job description

Why work at Modera Wealth?
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.
Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.
Job Overview:
We are looking for a Client Service Specialist in Boston, MA to support the office's advisors and their clients, while also performing general administrative tasks as needed.
Responsibilities:
  • Provide comprehensive client service for the firm's clients and support for advisors. This includes corresponding with clients (electronically and verbally), opening accounts), facilitating asset transfers, processing money movements, drafting letters of instruction, liaising with custodians, accountants, and other professionals, etc.
  • Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information
  • Initiate workflow processes and ensure that checklists are generated and completed for meetings. This includes onboardings, comprehensive reviews, discovery meetings, terminations, etc.
  • Prepare for client meetings. This includes generating reports and any other documents advisors may need for their meeting. May attend client meetings in a technical, supporting or learning role
  • Monitor client account activity, research and resolve issues, and follow-through to ensure client's needs are met
  • Update and maintain Service Team training guides as necessary
  • Organize, scan, and maintain all client paperwork
  • Assist in greeting clients and visitors, screening and transferring calls, and scheduling meetings
  • Multi-task, organize, and complete all other projects as assigned by management, prioritize projects, client needs, and office procedures
  • Consistently maintain a high standard of customer service
  • Preserve client confidentiality
What are we looking for?
We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues
Qualifications:
  • Associate's Degree, at a minimum
  • Minimum of 3+ years of experience in an RIA firm or financial services field
  • Intermediate finance and custodian knowledge
  • Strong sense of professionalism and discretion required
Skills and Competencies:
  • Proven analytical and problem-solving skills
  • Working knowledge of planning strategies and solutions
  • Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Actively engages as a team member
  • Adaptability and flexibility
  • Client first attitude
Benefits:
  • Competitive based salary
  • Performance based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, and more
  • Generous PTO and leave policies
  • Opportunities for professional growth and continuing education
  • Partial remote work

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

Apply