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Remote Ria Financial Services Jobs in New York (NOW HIRING)

Mercor

Financial Compliance AI Evaluator

New York, NY · Remote

$80 - $120/hr

Compliance / regulatory response with financial-services AI Evaluator Type: Contract Compensation: $80-$120/hour Location: Remote Role Responsibilities * Evaluate AI-generated artifacts against ...

Platinum Point Capital

CFO - Public Company

Manhattan, NY · On-site +1

$175K - $275K/yr

Prior CFO seat at a payments, fintech, or financial services company Perks * Equity participation in a public company with real upside * Remote-first * A genuine founding role: you build the function ...

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Remote Ria Financial Services information

What is the difference between Remote Ria Financial Services vs Remote Money Transfer Agent?

AspectRemote Ria Financial ServicesRemote Money Transfer Agent
CredentialsFinancial licenses, compliance certificationsBasic money transfer licenses, industry certifications
Work EnvironmentRemote, client-facing, financial services platformRemote, customer service or transaction processing
Employer & IndustryFinancial institutions, remittance companiesMoney transfer companies, remittance services

Remote Ria Financial Services and Remote Money Transfer Agents both operate in the remittance industry, often requiring similar financial credentials. However, Ria focuses on providing comprehensive financial services remotely, while Money Transfer Agents typically handle individual transactions. Both roles are remote-friendly and serve the global remittance market, but Ria roles often involve more complex financial compliance and client management.

Can a remote Ria Financial Services firm be fully remote?

A remote Ria Financial Services firm can operate fully remotely, but it depends on the company's policies, regulatory requirements, and the nature of the services provided. Many financial service firms adopt remote work models, utilizing secure communication tools and compliance protocols to support remote employees. However, certain roles may require in-person interactions or specific certifications that influence remote work feasibility.

What are the most commonly searched types of Ria Financial Services jobs in New York?

The most popular types of Ria Financial Services jobs in New York are:

What are popular job titles related to Remote Ria Financial Services jobs in New York?

For Remote Ria Financial Services jobs in New York, the most frequently searched job titles are:

What job categories do people searching Remote Ria Financial Services jobs in New York look for?

The top searched job categories for Remote Ria Financial Services jobs in New York are:

What cities in New York are hiring for Remote Ria Financial Services jobs?

Cities in New York with the most Remote Ria Financial Services job openings:

Remote Ria Financial Services jobs near you
Infographic showing various Remote Ria Financial Services job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Founding Estate Planning Partner

White Tiger Connections

Carteret, NJ • Remote

$180K - $230K/yr

Full-time

Re-posted 16 days ago

Job description

This is a remote position.

About the Opportunity

White Tiger Connections works with leading Registered Investment Advisors (RIAs) and broker-dealers that are expanding their service offerings into comprehensive estate planning and tax compliance. We are supporting multiple firms across our client network—ranging from approximately $500M to $10B in assets under management—that are seeking to establish or scale an in-house estate planning function.

This is a founding-level opportunity designed for a highly experienced estate planning professional who is ready to build, lead, and own a core advisory vertical within a growing financial services platform. The role includes a conservative base salary, an aggressive performance-based bonus structure, and meaningful equity participation.



About the Role

As the Founding Estate Planning Partner, you will work closely with firm leadership to design and lead estate planning and tax-compliance services integrated into the firm’s broader wealth management offering. You will serve as the subject-matter expert, relationship lead, and long-term owner of this practice area.

This role is ideal for a senior estate planning professional seeking true partnership, autonomy, and long-term upside within an established financial organization.


Key Responsibilities

  • Lead the development and execution of estate planning and tax-compliance services within an RIA or broker-dealer platform

  • Advise high-net-worth and ultra-high-net-worth clients on complex estate planning strategies

  • Collaborate with wealth advisors, tax professionals, and firm leadership to deliver integrated client solution

  • Establish best practices, workflows, and compliance standards for estate planning services

  • Serve as the senior client-facing authority for estate planning engagements

  • Recruit, mentor, and manage additional estate planning or tax professionals as the practice scales

  • Drive growth and adoption of estate planning services across the firm’s existing client base



Requirements

  • Juris Doctor (JD) required

  • Minimum of 12 years of experience in estate planning, trust and estate law, and related tax matters

  • Extensive experience advising high-net-worth clients

  • Strong leadership presence with the ability to build and lead a practice area

  • Entrepreneurial mindset and readiness to operate as a founding partner

  • High degree of professionalism, discretion, and client trust

  • Preferred Credentials: CFP, Series licenses, MBA, CPA, and other relevant professional certifications



Benefits

Compensation & Partnership Structure

The role includes a conservative base salary, a highly performance-driven bonus structure, and meaningful equity participation tied to the growth, adoption, and long-term success of the estate planning practice within the broader platform.



Next Steps

If you are interested in building and leading an estate planning practice within a high-growth financial services platform, please apply and submit your resume.