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Manager Ria Firm Jobs (NOW HIRING)

Mercer Advisors

Senior Research Manager

... 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 ...

Cetera

Community Leader - RIA Network

Dallas, TX · Hybrid

$124K - $167K/yr

Newly recruited revenue and assets, Same Store Sales growth, advisory AUM growth and advisor and firm retention. Build and manage the RIA Network community team as growth warrants. Own revenue ...

Mercer Advisors

Senior Research Manager

Denver, CO · On-site +1

... 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 ...

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All JobsManager Ria Firm Jobs

Manager Ria Firm information

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$27.5K

$81.7K

$137.5K

How much do manager ria firm jobs pay per year?

As of Jun 23, 2026, the average yearly pay for manager ria firm in the United States is $81,677.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $116,500.00 per year, depending on experience, location, and employer.

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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialization in high-net-worth individuals. Achieving this level often requires advanced certifications like the CFP or CFA, a robust network, and effective sales skills. Income varies widely based on location, firm size, and individual performance.

What jobs make $1,000,000 a year?

In the context of a Manager at Ria Firm, high-earning roles often include executive positions such as CEOs, CFOs, and other C-suite leaders, as well as successful entrepreneurs and certain investment professionals. These roles typically require extensive experience, advanced skills, and often involve leadership in finance, technology, or business development. Achieving a $1 million annual income usually involves a combination of salary, bonuses, and equity or profit sharing.

Is $200,000 enough to work with a financial advisor?

For a Manager at Ria Firm, $200,000 can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the level of services required. Many financial advisors charge a percentage of assets under management or flat fees, which can vary widely, so it's important to discuss costs upfront. The salary may also influence the scope of financial planning or investment management services you can afford.

What is an RIA manager?

An RIA manager oversees registered investment advisor firms, managing client portfolios, ensuring compliance with regulations, and leading financial advisory teams. They typically hold certifications such as the Series 65 or 66 and have strong knowledge of investment strategies and regulatory requirements.
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:
Manager Ria Firm jobs near you
Executive Assistant to the CEO

Executive Assistant to the CEO

Destination Wealth Management

Walnut Creek, CA • On-site

Full-time

Posted 2 days ago

Job description

Description:

The Executive Assistant serves as a strategic partner to the CEO of a registered investment advisor (RIA) firm, supporting leadership across corporate initiatives, advisor team management, investment committee activities, and firm-wide projects. This role functions as an operational integrator—driving execution, coordinating cross-departmental work, and ensuring strategic priorities move forward.


The position requires strong project management capability, organizational leadership, sound judgment, and the ability to manage complex workflows in a fast-paced environment.


Requirements:

Key Responsibilities:


Executive Operations

  • Coordinate executive priorities, timelines, and cross-functional workflows.
  • Prepare executive materials including agendas, summaries, and project updates.
  • Serve as a central communication hub between the CEO and internal/external stakeholders.
  • Maintain alignment across initiatives, ensuring follow-through and accountability.

Advisor Team Coordination

  • Support CEO oversight of the advisor team through structured communication, meeting coordination, and initiative tracking.
  • Organize advisor-related projects, training efforts, and strategic priorities.
  • Facilitate coordination between advisors and operations, compliance, research, and marketing.

Investment Policy Committee Support

  • Manage IPC meeting logistics, materials, agendas, and follow-up actions.
  • Track investment-related initiatives, approvals, and implementation timelines.
  • Coordinate communication between leadership, research, compliance, and portfolio teams.

Project Management & Strategic Initiatives

  • Drive execution of firm-wide projects and strategic initiatives.
  • Build and maintain project plans, timelines, deliverables, and accountability structures.
  • Monitor progress, identify bottlenecks, and ensure alignment with organizational goals.
  • Support operational improvements, technology implementations, and workflow redesigns.

Marketing & Business Development Coordination

  • Coordinate executive-level marketing initiatives, events, webinars, and communications.
  • Support content development, messaging consistency, and cross-team collaboration.
  • Assist with materials for business development and industry relationships.

Organizational Coordination

  • Track deadlines, approvals, and cross-departmental initiatives requiring CEO oversight.
  • Maintain organized documentation, project tracking systems, and process workflows.
  • Identify opportunities to improve communication, coordination, and operational efficiency.

Qualifications

  • Bachelor’s degree preferred; relevant experience considered.
  • 5+ years in executive support, operations, or project management (financial services preferred).
  • Strong project management, organizational, and communication skills.
  • Ability to manage multiple priorities and operate independently.
  • Proficiency with Microsoft Office, CRM systems, and collaboration tools.
  • High discretion and professionalism.

Preferred Experience

  • Supporting senior executives or leadership teams.
  • Experience in wealth management, investment management, or RIA operations.
  • Cross-departmental project coordination.
  • Familiarity with investment committees, advisor workflows, or strategic planning.
  • Experience with Salesforce or similar CRM/project management platforms.

Core Competencies

  • Executive presence
  • Project management & accountability
  • Strategic thinking
  • Cross-functional coordination
  • Communication & relationship management
  • Problem-solving & adaptability
  • Confidentiality & discretion
  • Process orientation