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Remote Ria Firm Jobs (NOW HIRING)

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... firm to make sure our advisors can focus on what they do best, serving clients, while we keep the ...

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... firm to make sure our advisors can focus on what they do best, serving clients, while we keep the ...

... firm to make sure our advisors can focus on what they do best, serving clients, while we keep the ... Partner with RIA Managing Directors on advisor coaching opportunities tied to compliance standards ...

... an RIA or wealth management firm * Strong relationship-building skills with the ability to build ... Experience managing workflows between in-office and remote service teams Why Join Us * Competitive ...

Client Service Operations Associate Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a permanently remote Client Service Operations Associate to ...

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Remote Ria Firm information

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$83.5K

$127K

$171K

How much do remote ria firm jobs pay per year?

As of Jul 11, 2026, the average yearly pay for remote ria firm in the United States is $127,031.00, according to ZipRecruiter salary data. Most workers in this role earn between $109,000.00 and $143,500.00 per year, depending on experience, location, and employer.

What is the difference between Remote Ria Firm vs Remote Financial Advisor?

AspectRemote Ria FirmRemote Financial Advisor
CredentialsSeries 7, 66, or 65 licenses, CFP certification often preferredCFP certification, Series 7, 66, or 65 licenses
Work EnvironmentOperates independently or within a firm, providing investment management services remotelyProvides personalized financial planning and advice remotely to clients
Employer & Industry UsageRegistered Investment Advisor firms, financial services industryFinancial planning firms, independent advisors, banks

The main difference is that a Remote Ria Firm is a registered entity offering investment management services, while a Remote Financial Advisor provides personalized financial planning and advice. Both roles require similar credentials and often work remotely within the financial industry, but their primary functions differ—investment management versus comprehensive financial planning.

More about Remote Ria Firm jobs
What cities are hiring for Remote Ria Firm jobs? Cities with the most Remote 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 Remote Ria Firm jobs? States with the most job openings for Remote Ria Firm jobs include:
Infographic showing various Remote Ria Firm job openings in the United States as of July 2026, with employment types broken down into 85% Full Time, 4% Part Time, and 11% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $127,031 per year, or $61.1 per hour.
Regional Vice President, Enterprise Partnerships

Regional Vice President, Enterprise Partnerships

DPL Financial Partners

Louisville, KY • On-site, Remote

Full-time

Re-posted 29 days ago


Job description

Regional Vice President, Enterprise Partnerships (Investments)

Location: Remote / Hybrid

Employment Type: Full-Time

Reports to: SVP, Advisor & Firm Growth

Role Overview

DPL Financial Partners is seeking a senior, externally facing Regional Vice President to lead enterprise relationship development and drive growth across the largest RIAs in the industry. This individual will operate as a strategic investment partner to advisory firms, combining deep investment expertise with a consultative sales approach to accelerate adoption of fee-based annuity solutions.

This is a high-impact, quota-carrying role focused on building C-suite relationships, influencing portfolio construction decisions, and driving large-scale enterprise partnerships.

Key Responsibilities

Enterprise Sales & Relationship Management

  • Own and grow relationships with large RIA firms ($1B–$50B+ AUM) within an assigned territory
  • Develop and execute a targeted business plan to drive membership adoption and product flows
  • Establish credibility as a trusted investment resource to CIOs, Heads of Investment, and Financial Planning leadership
  • Lead complex, multi-stakeholder sales cycles from initial engagement through close and onboarding
  • Drive asset conversion opportunities (e.g., 1035 exchanges, new allocations) into fee-based annuity solutions

Investment-Led Consulting

  • Serve as a subject matter expert on portfolio construction, retirement income strategies, and annuity integration
  • Position annuities within broader investment frameworks (e.g., alternatives, fixed income replacement, income sleeves)
  • Partner with firms to solve for client outcomes: income, downside protection, tax efficiency, and diversification
  • Deliver investment-focused presentations to investment committees and advisor teams

Business Development & Market Presence

  • Proactively source and engage new enterprise opportunities through networking, referrals, and industry presence
  • Represent DPL at industry conferences, events, and executive meetings
  • Identify and capitalize on trends across the RIA and wealth management landscape

Strategic Influence & Leadership

  • Provide field insights to senior leadership on product gaps, competitive dynamics, and advisor needs
  • Contribute to go-to-market strategy, including messaging, segmentation, and enterprise engagement models
  • Mentor and support internal sales team members on advanced sales strategies and investment positioning

Qualifications

Experience

  • 7–12+ years of experience in financial services, asset management, or annuity distribution
  • Proven success in enterprise or institutional sales, particularly within the RIA channel
  • Demonstrated ability to build and close large, complex deals with senior stakeholders
  • Strong background in investments, portfolio construction, or retirement income strategies

Technical & Professional Expertise

  • Deep understanding of:
    • Annuities (RILAs, fixed indexed, advisory solutions)
    • Investment portfolios and asset allocation frameworks
    • Retirement income planning and tax-aware strategies
  • Ability to translate complex investment concepts into clear, compelling client solutions

Licensing & Education

  • Bachelor's degree required (Finance, Economics, or related field preferred)
  • FINRA Series 6/7 and 63 (or ability to obtain)
  • Life & Health Insurance licenses required
  • CFA, CFP, or CAIA designation is a strong plus

Key Attributes

  • Executive presence with the ability to engage C-suite and investment committees
  • Highly self-motivated with a "must win" mentality and ownership mindset
  • Strong communicator with the ability to influence both technical and non-technical audiences
  • Strategic thinker who can operate at both enterprise and tactical levels

Travel

  • Travel required up to 30–40%, focused on client meetings, conferences, and key events

What Success Looks Like

  • Consistent achievement of sales and asset growth targets
  • Expansion of DPL's footprint within top-tier RIA firms
  • Recognition as a go-to investment partner for advisors and home offices
  • Measurable impact on enterprise adoption and long-term revenue growth