Work in partnership with other members of the RIA Team, broader PWS sales group and senior ... Experience from an alternative asset manager or third-party placement firm is a plus * Demonstrated ...
Work in partnership with other members of the RIA Team, broader PWS sales group and senior ... Experience from an alternative asset manager or third-party placement firm is a plus * Demonstrated ...
Client Service Associate
Chicago, IL · On-site
$60K - $90K/yr
Have a minimum of 1 + year's experience at an RIA/Wealth Management firm * Have experience working with major custodians in a professional capacity, such as Fidelity and Charles Schwab * Strong ...
Client Service Associate
Chicago, IL · On-site
$60K - $90K/yr
Have a minimum of 1 + year's experience at an RIA/Wealth Management firm * Have experience working with major custodians in a professional capacity, such as Fidelity and Charles Schwab * Strong ...
Work in partnership with other members of the RIA Team, broader PWS sales group and senior ... Experience from an alternative asset manager or third-party placement firm is a plus * Demonstrated ...
Work in partnership with other members of the RIA Team, broader PWS sales group and senior ... Experience from an alternative asset manager or third-party placement firm is a plus * Demonstrated ...
Channel Marketing Manager - Intermediary and RIA
$120K - $160K/yr
About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide ... Summary of the Role The Intermediary and RIA Channel Marketing Manager will develop and execute ...
Channel Marketing Manager - Intermediary and RIA
$120K - $160K/yr
About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide ... Summary of the Role The Intermediary and RIA Channel Marketing Manager will develop and execute ...
Work in partnership with other members of the RIA Team, broader PWS sales group and senior ... Experience from an alternative asset manager or third-party placement firm is a plus * Demonstrated ...
Work in partnership with other members of the RIA Team, broader PWS sales group and senior ... Experience from an alternative asset manager or third-party placement firm is a plus * Demonstrated ...
Senior Director - RIA Distribution
Chicago, IL · On-site
$225 - $270/hr
Work in partnership with other members of the RIA Team, broader PWS sales group and senior ... Experience from an alternative asset manager or third-party placement firm is a plus * Demonstrated ...
Senior Director - RIA Distribution
Chicago, IL · On-site
$225 - $270/hr
Work in partnership with other members of the RIA Team, broader PWS sales group and senior ... Experience from an alternative asset manager or third-party placement firm is a plus * Demonstrated ...
Associate, RIA Relationship Management (Midwest)
Chicago, IL · On-site +1
$105K - $130K/yr
At the core of this is a genuine effort to understand each firm you work with: their investment ... Relationship Manager seat. WHAT YOU'LL DO Building new partnerships * Identify and engage RIAs ...
Associate, RIA Relationship Management (Midwest)
Chicago, IL · On-site +1
$105K - $130K/yr
At the core of this is a genuine effort to understand each firm you work with: their investment ... Relationship Manager seat. WHAT YOU'LL DO Building new partnerships * Identify and engage RIAs ...
... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
Quick apply
... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
New
Quick apply
... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
New
... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
New
Quick apply
... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
New
Regional Consultant - RIA Central
Chicago, IL · On-site
$150K/yr
The purpose of our asset management business is to help our clients invest for the future whether ... Serve as an ambassador for the Lazard brand, embodying the firm's intellectual capital and ...
Regional Consultant - RIA Central
Chicago, IL · On-site
$150K/yr
The purpose of our asset management business is to help our clients invest for the future whether ... Serve as an ambassador for the Lazard brand, embodying the firm's intellectual capital and ...
Regional Consultant - RIA Central
Chicago, IL · On-site
$150K/yr
Lazard is one of the world's preeminent financial advisory and asset management firms. Our people ... Serve as an ambassador for the Lazard brand, embodying the firm's intellectual capital and ...
Regional Consultant - RIA Central
Chicago, IL · On-site
$150K/yr
Lazard is one of the world's preeminent financial advisory and asset management firms. Our people ... Serve as an ambassador for the Lazard brand, embodying the firm's intellectual capital and ...
Relationship Manager - Financial Services, Chicago
Chicago, IL · On-site
$70 - $100/hr
Own and manage a portfolio Core RIA client relationship. * Maintain a structured engagement cadence based on firm size, complexity, and health score. * Monitor client health indicators including:
Relationship Manager - Financial Services, Chicago
Chicago, IL · On-site
$70 - $100/hr
Own and manage a portfolio Core RIA client relationship. * Maintain a structured engagement cadence based on firm size, complexity, and health score. * Monitor client health indicators including:
Relationship Manager - Financial Services, Chicago
Chicago, IL · On-site
$70K - $100K/yr
Own and manage a portfolio Core RIA client relationship. * Maintain a structured engagement cadence based on firm size, complexity, and health score. * Monitor client health indicators including:
Relationship Manager - Financial Services, Chicago
Chicago, IL · On-site
$70K - $100K/yr
Own and manage a portfolio Core RIA client relationship. * Maintain a structured engagement cadence based on firm size, complexity, and health score. * Monitor client health indicators including:
Own and manage a portfolio Core RIA client relationship. * Maintain a structured engagement cadence based on firm size, complexity, and health score. * Monitor client health indicators including:
Quick apply
Own and manage a portfolio Core RIA client relationship. * Maintain a structured engagement cadence based on firm size, complexity, and health score. * Monitor client health indicators including:
Senior Attorney (Sr Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)
Chicago, IL · Remote
$130K - $150K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Management of a service specialist, as assigned, as related to overseeing day-to-day tasks ...
Quick apply
Senior Attorney (Sr Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)
Chicago, IL · Remote
$130K - $150K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Management of a service specialist, as assigned, as related to overseeing day-to-day tasks ...
Tax Manager - Firm Services
Chicago, IL · On-site
$135K - $165K/yr
Cerity Partners is an entrepreneurial, fast-growing RIA where the Tax Manager has a real ... Public accounting background (Big 4 or national firm) with transition to industry * Demonstrated ...
Tax Manager - Firm Services
Chicago, IL · On-site
$135K - $165K/yr
Cerity Partners is an entrepreneurial, fast-growing RIA where the Tax Manager has a real ... Public accounting background (Big 4 or national firm) with transition to industry * Demonstrated ...
Supervisor BD/RIA (Series 7&24)
Chicago, IL · On-site
$65K - $115K/yr
Manage Firm's Onboarding Training Program for compliance with new hires * Schedule new hire ... FINRA Series 7 and FINRA Series 24 required * 3 - 5 years relevant experience at RIA and BD or ...
Quick apply
Supervisor BD/RIA (Series 7&24)
Chicago, IL · On-site
$65K - $115K/yr
Manage Firm's Onboarding Training Program for compliance with new hires * Schedule new hire ... FINRA Series 7 and FINRA Series 24 required * 3 - 5 years relevant experience at RIA and BD or ...
Attorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)
Chicago, IL · Remote
$90K - $130K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training ...
Quick apply
Attorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)
Chicago, IL · Remote
$90K - $130K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training ...
Tax Manager - Firm Services
Chicago, IL · On-site
$135K - $165K/yr
Cerity Partners is an entrepreneurial, fast-growing RIA where the Tax Manager has a real ... Public accounting background (Big 4 or national firm) with transition to industry * Demonstrated ...
Tax Manager - Firm Services
Chicago, IL · On-site
$135K - $165K/yr
Cerity Partners is an entrepreneurial, fast-growing RIA where the Tax Manager has a real ... Public accounting background (Big 4 or national firm) with transition to industry * Demonstrated ...
Manager Ria Firm information
See Chicago, IL salary details
$28.3K - $38.6K
9% of jobs
$38.6K - $48.9K
13% of jobs
$51.5K is the 25th percentile. Wages below this are outliers.
$48.9K - $59.2K
12% of jobs
$59.2K - $69.5K
9% of jobs
The median wage is $77K / yr.
$69.5K - $79.8K
9% of jobs
$79.8K - $90.1K
5% of jobs
$90.1K - $100.4K
4% of jobs
$100.4K - $110.7K
6% of jobs
$113.8K is the 75th percentile. Wages above this are outliers.
$110.7K - $121K
22% of jobs
$121K - $131.3K
6% of jobs
$131.3K - $141.6K
3% of jobs
$28.3K
$84.1K
$141.6K
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 are the most commonly searched types of Ria Firm jobs in Chicago, IL?
The most popular types of Ria Firm jobs in Chicago, IL are:
Hines rating
8.6
Based on 25 frontline employees who took The Breakroom Quiz
26th of 205 rated real estate companies
Job description
When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company's esteemed annual list of the World's Most Innovative Companies, as well as recognition as one of U.S. News & World Report's Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.
Responsibilities
Hines Private Wealth Solutions is searching for an ambitious professional with strong leadership skills and a passion for client service. This individual will report to senior leadership and help strategically build the Hines Private Wealth platform across RIA and RIA aggregator channels in the Central Region (Midwest). The successful candidate will partner with their private wealth and institutional counterparts, as well as product strategy teams to drive business, expanding Hines' distribution capabilities across the defined client segments. Responsibilities include, but are not limited to:
- Establish consultative relationships and grow market share with key centers of influence across RIAs, RIA aggregators, and high-net-worth investors in the Central Region (Midwest)
- Work in partnership with other members of the RIA Team, broader PWS sales group and senior management to drive sales and AUM growth across direct deals, SMAs, flagship offerings, and evergreen solutions
- As a member of the team, foster a collaborative and high-performance culture, promoting teamwork and knowledge sharing
- Effectively articulate the firm's investment philosophy and suite of investment solutions across our real asset product suite
- Lead investor meetings and presentations on strategy, investment philosophy and financial performance
- Generate and maintain continuous touchpoints by email, phone, Zoom and in-person with clients to build rapport, trust, and connectivity; assist with client service/PWS team inquiries and requests
- Develop and maintain in-depth knowledge of financial markets, Hines product suite, capabilities and competitive landscape
- Ensure oversight and maintenance of CRM system (Salesforce) capturing client interactions and meeting notes
- Systematic participation at regional and national RIA/Aggregator conferences
- Assist with sales reporting and data for overall business updates and planning
- Execute on KPIs and OKRs, and assist with establishing metrics for RIAs, as needed
- Contribute to thought-leadership and content-generation initiatives
Qualifications
Minimum Requirements Include:
- Bachelor's degree from an accredited institution required; Master's level education preferred
- FINRA Series 7 and 63 licensing
- 8 or more years of experience working with RIAs/RIA Aggregators focused on private assets or other alternative investment strategies. Experience from an alternative asset manager or third-party placement firm is a plus
- Demonstrated track record of consistently meeting and/or exceeding performance expectations
- Experience working within and developing high-performing teams
- Excellent sales, communication, organizational and leadership skills, including strong aptitude for interfacing with sophisticated investors
- Deep understanding of the Private Wealth market, including knowledge of RIAs/RIA Aggregators and other private wealth sub-segments, with the ability to drive a coordinated sales process and collaborate with various internal business groups to achieve capital raising objectives
- Successful track record in developing and managing relationships within the RIA/RIA Aggregator segment
- Proficiency in financial services sales, alternative investments, relationship management, product and industry knowledge
- Strong working knowledge of macroeconomics, asset allocation, fixed income, equity, and alternatives markets
- Demonstrate strong initiative and ability to work independently with minimal oversight
- Strong organizational skills; ability to prioritize targets and handle a busy calendar of meetings
- Possesses a bias for action and avoids workplace distractions
- Travel is required as necessary
- Compensation: $225,000 - $270,000 + Bonus/Incentives
Closing
At Hines, we strive for excellence as a leading global real estate investment manager, driven by our by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion¹ of assets across such property types as living, office, retail, mixed-use, logistics and life science projects - all designed to enhance value, connection and inspiration. Our strategic approach integrates local expertise with global knowledge, taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients' needs.
While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people, offering comprehensive training, competitive compensation, robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team, we cultivate an inclusive environment where everyone, including our clients, can thrive.
Hines is proud to be named to Fast Company's prestigious annual list of the World's Most Innovative Companies for 2024. ¹Includes both the global Hines organization and RIA AUM as of December 31, 2023.
We are an equal opportunity employer and support workforce diversity.
No calls or emails from third parties at this time please.