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Manager Ria Firm Jobs in Oregon (NOW HIRING)

The Motley Fool

OR · On-site

... scaling asset manager with the strength of a trusted financial brand. We're passionate about ... firm's marketing strategy across retail investor and professional advisor/RIA audiences ...

Wealth Enhancement Group

Financial Advisor

Clackamas, OR · On-site

$90K - $110K/yr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an ... Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management ...

Aprio

Wealth Advisor

Portland, OR · On-site +1

$150K - $250K/yr

CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm. * The series 65 license is required for the position; however ...

Wealth Enhancement Group

Financial Advisor

Lake Oswego, OR · On-site

$90K - $130K/yr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an ... Series 65 (RIA Only) * 4+ years of experience within the wealth management industry * Ability to ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... under management, we offer the strength and stability of an established firm along with the ...

Aldrich Wealth LP

Financial Planner

Lake Oswego, OR · Hybrid

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... under management, we offer the strength and stability of an established firm along with the ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... under management, we offer the strength and stability of an established firm along with the ...

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All JobsRia Firm JobsManager Ria Firm JobsManager Ria Firm Jobs in Oregon

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 Oregon? The most popular types of Ria Firm jobs in Oregon are:
What cities in Oregon are hiring for Manager Ria Firm jobs? Cities in Oregon with the most Manager Ria Firm job openings:
Manager Ria Firm jobs near you
Vice President, Structured Product Sales

Vice President, Structured Product Sales

Advisors Asset Management

Remote

$250K - $300K/yr

Full-time

Posted 14 days ago

Job description

Vice President, Structured Product Sales
The Advisors Asset Management Structured Products Specialist will work within our Distribution Division which will be a team environment focusing on new and existing client relationships to increase sales among our growing product lines across all asset classes. This sales specialist position will require strong collaboration with our internal and external wholesalers and will also provide exceptional customer service and financial services advice to client firms and its advisors.
Territory Available (must reside in territory): Southern California
Compensation: Base + Commission; estimated total compensation range $250,000-$300,000 annually
ESSENTIAL RESPONSIBILITIES:
  • Provides focused sales services to client firm representatives (financial advisors) in Structured Products (Market Linked Products)
  • Profile financial advisors to obtain information that will assist the client in reaching stated objectives
  • Wholesale and Distribute Structured Products to Broker Dealers amp; RIA’s across the United States
  • Maintain current knowledge of all markets and AAM analytics and market commentaries
  • Work with Structured Products Trading amp; Origination to create new products and custom transactions for advisors
  • Securities research, economic reports, and trend forecasting
  • Create presentations to educate financial advisors on Market Linked CDs amp; Market Linked Notes
  • Using AAM provided tools, complete and present portfolio analytics to assist clients
  • Position client portfolios to capitalize on current and upcoming market cycle conditions
  • Provide exceptional customer service and financial services advice consistent with the client objectives
  • Meet stated production goals as determined by the Sales Manager; Phone, Email, Meeting amp; Conference Metrics
  • Travel Required 50-75%
  • Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM
  • Perform other job-related duties as assigned
QUALIFICATIONS:
  • Driven and goal-oriented, focused on success
  • Demonstrated abilities in time management; including, managing multiple projects and meeting strict deadlines
  • Excellent communication and group presentation skills
  • Mathematical aptitude and skills
  • Strong interpersonal skills, ability to communicate at all levels of the organization and with individuals at remote locations
  • Proven experience working collaboratively, improving productivity, and implementing ideas
  • Experience with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Power BI, Bloomberg
  • Internet, Salesforce amp; CRM application systems
EDUCATION and/or EXPERIENCE:
  • 5 yrs+ experience in the Financial Services Industry, Wholesale Distribution, or Relationship Management
  • Required Education: Bachelor’s Degree or equivalent experience
  • Required Certifications: FINRA Series 7 amp; 66
  • In depth knowledge of Structured Products and Fixed Income Sales
  • Strong Financial Markets acumen
With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.
As of March 31, 2026, the brokerage and advised business at AAM represents approximately $12.7 billion in assets. (Assets under supervision represent $6.6 billion in UIT assets. The firm has $3.9 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.2 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.
AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.

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