ZipRecruiter

Log In

1

Redtail Jobs (NOW HIRING)

Centric Advisors, LLC

Executive Assistant

Cypress, TX · On-site

$50K - $70K/yr

Proficient in CRM platforms (Redtail or Wealthbox) and Microsoft Office, including Outlook and Excel. * Ability to develop and maintain executive-level tracking and reporting across all activity ...

Empeople Credit Union

AVP, I&RS Operations

Moline, IL · On-site

$88K - $133K/yr

Maintain strong internal controls and operational risk management frameworks. * Assist with onboarding new advisors - ClientWorks registration, access to DRAB code, Redtail, Xperience, and other ...

Tax Works Inc

Be Seen First

Associate Financial Advisor/Executive Assistant

Rocklin, CA · On-site

$41K - $52K/yr

Support the preparation of client review materials, financial plans, and investment proposals. * Assist in maintaining client relationship management (CRM) systems (e.g., Salesforce, Redtail ...

Empeople Credit Union

AVP, I&RS Operations

Moline, IL · On-site

$88K/yr

Maintain strong internal controls and operational risk management frameworks. * Assist with onboarding new advisors - ClientWorks registration, access to DRAB code, Redtail, Xperience, and other ...

Orion

Platform Support Associate

Omaha, NE · On-site

$20.67 - $29.57/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Tax Works Inc

Be Seen First

Associate Financial Advisor/Executive Assistant

Rocklin, CA · On-site

$41K - $52K/yr

Support the preparation of client review materials, financial plans, and investment proposals. * Assist in maintaining client relationship management (CRM) systems (e.g., Salesforce, Redtail ...

Orion

Client Operations Support Specialist

Lehi, UT · On-site

$21.75 - $31.13/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Orion

Client Operations Support Specialist

Lehi, UT · Hybrid

$21.75 - $31.13/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Insight Global

Client Service Associate

Pompano Beach, FL · On-site

$57K - $65K/yr

... Redtail CRM and follow up on client meetings Maintain accurate databases of client information Prepare and submit client paperwork and financial transactions with precision Identify and resolve ...

Virtual Managers

Admin Assistant

New York, NY · On-site

$19.75 - $26.50/hr

Previous experience with a CRM - Redtail experience a plus. * Strong communication skills, both oral written. * Flexibility in workflow priorities as business needs change. NOTE: 3-4 days of training ...

next page

Showing results 1-20

All JobsRedtail Jobs

Redtail information

See salary details

$14.5K

$49.4K

$66.5K

How much do redtail jobs pay per year?

As of Jul 6, 2026, the average yearly pay for redtail in the United States is $49,447.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $53,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working with Redtail CRM, and how can they be addressed?

Professionals using Redtail CRM often encounter challenges related to data management, customization, and integrating the platform with other tools. Keeping client information up to date and ensuring data accuracy can require diligent attention, especially in busy advisory environments. Learning to customize workflows and reports to meet specific business needs may take some initial training but greatly enhances efficiency. Additionally, integrating Redtail CRM with financial planning or email tools can streamline operations, so leveraging available support resources and ongoing training is helpful for overcoming these challenges.

What are the key skills and qualifications needed to thrive as a Redtail CRM Specialist, and why are they important?

To thrive as a Redtail CRM Specialist, you need a thorough understanding of client relationship management, data entry accuracy, and financial industry knowledge, often supported by relevant experience or training. Familiarity with Redtail CRM software, integration tools, and data management systems is typically required. Strong attention to detail, problem-solving abilities, and excellent communication skills help you support users and streamline workflows. These skills are essential for maximizing CRM efficiency, ensuring data integrity, and enhancing client service within financial advisory settings.

What is the difference between Redtail vs CRM Specialist?

AspectRedtailCRM Specialist
CredentialsTypically requires financial or tech certifications, familiarity with RedtailRequires CRM platform knowledge, often certifications vary by platform
Work EnvironmentFinancial advisory firms, tech companies, financial servicesFinancial firms, marketing agencies, customer service teams
Employer & Industry UsageUsed by financial advisors for client managementUsed across industries for customer relationship management
Search & Comparison IntentPeople compare Redtail with other CRM tools or roles involving RedtailPeople compare CRM Specialist roles across platforms or industries

Redtail is a specific CRM platform widely used in financial services, requiring familiarity with its features. A CRM Specialist, on the other hand, is a role that involves managing various CRM systems, including Redtail, and may require platform-specific certifications. While Redtail focuses on client management within financial firms, CRM Specialists work across industries to optimize customer relationships using different CRM tools.

What are Redtail jobs?

Redtail jobs typically refer to positions at Redtail Technology, a company known for its customer relationship management (CRM) solutions, especially for financial professionals. These roles can include software developers, customer support specialists, sales representatives, and account managers. Employees at Redtail work on developing, maintaining, and supporting CRM software that helps financial advisors manage client relationships more efficiently. Working at Redtail often involves collaborating with a team to enhance user experience and provide innovative solutions for clients. Positions may also require knowledge of financial services or software development, depending on the specific role.
More about Redtail jobs
What cities are hiring for Redtail jobs? Cities with the most Redtail job openings:
What states have the most Redtail jobs? States with the most job openings for Redtail jobs include:
What job categories do people searching Redtail jobs look for? The top searched job categories for Redtail jobs are:
Redtail jobs near you
Executive Assistant

Executive Assistant

Centric Advisors, LLC

Cypress, TX • On-site

$50K - $70K/yr

Full-time

PTO

Posted 23 days ago

Job description

Executive Assistant

At Centric, we’re looking for an experienced Executive Assistant to support senior leadership in a fast-paced, high-growth environment. This role requires strong judgment, discretion, and the ability to operate independently while managing both professional responsibilities and occasional personal assistant support to help maintain executive focus and momentum.

Background & Experience

  • 5–10 years of experience supporting senior executives in fast-paced, high-growth environments
  • (financial services, wealth management, or insurance preferred)
  • Strong understanding of RIA operations, sales cycles, client service models, and compliance-aware environments
  • Proven ability to manage complex schedules, confidential communications, and high-priority meetings

Skills

  • Proficient in CRM platforms (Redtail or Wealthbox) and Microsoft Office, including Outlook and Excel.
  • Ability to develop and maintain executive-level tracking and reporting across all activity, meeting follow-ups, and referral partner relationships, including CPAs and attorneys.
  • Strong writing skills — capable of drafting client communications, meeting summaries, and internal updates
  • Advanced calendar management across time zones, with strong prioritization and time-protection skills

Responsibilities

  • Own and manage the executive’s inbox and calendar, filtering requests and scheduling strategically
  • Prepare meeting briefs, gather relevant context, and manage follow-ups and action items
  • Coordinate with internal teams and external partners to ensure smooth execution across initiatives
  • Provide personal assistant support as needed, including select personal scheduling, travel coordination, and time-sensitive tasks to maintain executive focus and bandwidth
  • Salary range $50,000 – $70,000, depending on experience, with opportunity for growth over time.