Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role Overview DPL ... Own and grow relationships with large RIA firms ($1B-$50B+ AUM) within an assigned territory
Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role Overview DPL ... Own and grow relationships with large RIA firms ($1B-$50B+ AUM) within an assigned territory
Judson Group is proud to be retained by a respected RIA with almost $65B in AUM in the search for a ... You'll serve as a trusted bridge between financial consultants and the firm's wealth advisory team ...
Judson Group is proud to be retained by a respected RIA with almost $65B in AUM in the search for a ... You'll serve as a trusted bridge between financial consultants and the firm's wealth advisory team ...
Senior Regional Compliance Associate
Irving, TX · On-site +1
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 ...
Senior Regional Compliance Associate
Irving, TX · On-site +1
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 ...
Senior Regional Compliance Associate
Irving, TX · On-site +1
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 ...
Senior Regional Compliance Associate
Irving, TX · On-site +1
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 ...
Senior Regional Compliance Associate
Irving, TX · On-site +1
... 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 ...
Senior Regional Compliance Associate
Irving, TX · On-site +1
... 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 ...
Client Service Associate (Remote)
White Plains, NY · Remote
$80K - $100K/yr
Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. If you'd like to join a full ...
Quick apply
Client Service Associate (Remote)
White Plains, NY · Remote
$80K - $100K/yr
Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. If you'd like to join a full ...
About Us Impact Financial is a growing, fee-only independent wealth management firm with ... This position is primarily remote/virtual but may include occasional travel to local client ...
Quick apply
About Us Impact Financial is a growing, fee-only independent wealth management firm with ... This position is primarily remote/virtual but may include occasional travel to local client ...
About Us Impact Financial is a growing, fee-only independent wealth management firm with ... This position is primarily remote/virtual but may include occasional travel to local client ...
Quick apply
About Us Impact Financial is a growing, fee-only independent wealth management firm with ... This position is primarily remote/virtual but may include occasional travel to local client ...
Client Service Associate (Remote)
San Jose, CA · Remote
$65K - $80K/yr
BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to ...
Quick apply
Client Service Associate (Remote)
San Jose, CA · Remote
$65K - $80K/yr
BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to ...
Suitability Analyst Broker/Dealer - REMOTE from any US based location
Chicago, IL · On-site +1
$81K - $121K/yr
Conduct suitability review of customer trading activity for direct to fund, brokerage and RIA ... Identify and analyze customer and firm risk, update compliance as necessary * Resolves registered ...
Suitability Analyst Broker/Dealer - REMOTE from any US based location
Chicago, IL · On-site +1
$81K - $121K/yr
Conduct suitability review of customer trading activity for direct to fund, brokerage and RIA ... Identify and analyze customer and firm risk, update compliance as necessary * Resolves registered ...
Client Relationship Manager
Greensboro, GA · On-site +1
... 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 Relationship Manager
Greensboro, GA · On-site +1
... 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 ...
Salary: Lead with Purpose Join Exemplar Companies (W-2 Role, Remote) Tired of traditional firm ... Experience with tax research tools (CCH, RIA Checkpoint, LexisNexis) * Ability to thrive in a fast ...
Quick apply
Salary: Lead with Purpose Join Exemplar Companies (W-2 Role, Remote) Tired of traditional firm ... Experience with tax research tools (CCH, RIA Checkpoint, LexisNexis) * Ability to thrive in a fast ...
Senior Financial Planning Specialist (CFP Required) (Remote)
New York, NY · Remote
$80K - $120K/yr
Remote or in person New York City (preferred). Type: Full-Time Compensation: $80,000$110,000 base ... professional setting (RIA, broker-dealer, or planning firm). * Strong working knowledge of ...
Quick apply
Senior Financial Planning Specialist (CFP Required) (Remote)
New York, NY · Remote
$80K - $120K/yr
Remote or in person New York City (preferred). Type: Full-Time Compensation: $80,000$110,000 base ... professional setting (RIA, broker-dealer, or planning firm). * Strong working knowledge of ...
Senior Tax Strategist - Tax Controversy
Boston, MA · On-site +1
Lead with Purpose - Join Exemplar Companies (W-2 Role, Remote) Tired of traditional firm ... Experience with tax research tools (CCH, RIA Checkpoint, LexisNexis) * Ability to thrive in a fast ...
Senior Tax Strategist - Tax Controversy
Boston, MA · On-site +1
Lead with Purpose - Join Exemplar Companies (W-2 Role, Remote) Tired of traditional firm ... Experience with tax research tools (CCH, RIA Checkpoint, LexisNexis) * Ability to thrive in a fast ...
Wealth Advisor, Flexible Affiliation - Remote
Charlotte, NC · Remote
$215K - $400K/yr
RIA, IBD, wirehouse, bank wealth, or insurance-affiliated platform experience * Experience serving ... W-2 includes firm-paid expenses and operational support * 1099 path: 90/10-style split with more ...
Wealth Advisor, Flexible Affiliation - Remote
Charlotte, NC · Remote
$215K - $400K/yr
RIA, IBD, wirehouse, bank wealth, or insurance-affiliated platform experience * Experience serving ... W-2 includes firm-paid expenses and operational support * 1099 path: 90/10-style split with more ...
Wealth Advisor, Flexible Affiliation - Remote
Charlotte, NC · Remote
$215K - $400K/yr
RIA, IBD, wirehouse, bank wealth, or insurance-affiliated platform experience * Experience serving ... W-2 includes firm-paid expenses and operational support * 1099 path: 90/10-style split with more ...
Quick apply
Wealth Advisor, Flexible Affiliation - Remote
Charlotte, NC · Remote
$215K - $400K/yr
RIA, IBD, wirehouse, bank wealth, or insurance-affiliated platform experience * Experience serving ... W-2 includes firm-paid expenses and operational support * 1099 path: 90/10-style split with more ...
Client Service Operations Associate
Ridgeland, MS · Remote
$65K - $80K/yr
Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. This position will ...
Client Service Operations Associate
Ridgeland, MS · Remote
$65K - $80K/yr
Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. This position will ...
Founding Estate Planning Partner
Carteret, NJ · Remote
$180K - $230K/yr
This is a remote position. About the Opportunity White Tiger Connections works with leading ... About the Role As the Founding Estate Planning Partner, you will work closely with firm leadership ...
Quick apply
Founding Estate Planning Partner
Carteret, NJ · Remote
$180K - $230K/yr
This is a remote position. About the Opportunity White Tiger Connections works with leading ... About the Role As the Founding Estate Planning Partner, you will work closely with firm leadership ...
Suitability Analyst Broker/Dealer - REMOTE from any US based location
Chicago, IL · On-site +1
$81K - $121K/yr
Conduct suitability review of customer trading activity for direct to fund, brokerage and RIA ... Identify and analyze customer and firm risk, update compliance as necessary * Resolves registered ...
Suitability Analyst Broker/Dealer - REMOTE from any US based location
Chicago, IL · On-site +1
$81K - $121K/yr
Conduct suitability review of customer trading activity for direct to fund, brokerage and RIA ... Identify and analyze customer and firm risk, update compliance as necessary * Resolves registered ...
Client Service Operations Associate
$65K - $80K/yr
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 ...
Client Service Operations Associate
$65K - $80K/yr
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 ...
Remote Ria Firm information
See salary details
$83.5K - $91.5K
5% of jobs
$91.5K - $99.4K
6% of jobs
$99.4K - $107.4K
12% of jobs
$108.6K is the 25th percentile. Wages below this are outliers.
$107.4K - $115.3K
12% of jobs
$115.3K - $123.3K
14% of jobs
The median wage is $124.1K / yr.
$123.3K - $131.2K
15% of jobs
$131.2K - $139.2K
11% of jobs
$140.2K is the 75th percentile. Wages above this are outliers.
$139.2K - $147.1K
11% of jobs
$147.1K - $155.1K
7% of jobs
$155.1K - $163K
4% of jobs
$163K - $171K
4% of jobs
$83.5K
$127K
$171K
How much do remote ria firm jobs pay per year?
What is the difference between Remote Ria Firm vs Remote Financial Advisor?
| Aspect | Remote Ria Firm | Remote Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66, or 65 licenses, CFP certification often preferred | CFP certification, Series 7, 66, or 65 licenses |
| Work Environment | Operates independently or within a firm, providing investment management services remotely | Provides personalized financial planning and advice remotely to clients |
| Employer & Industry Usage | Registered Investment Advisor firms, financial services industry | Financial 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.

Regional Vice President, Enterprise Partnerships
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
About DPL Financial Partners
Sourced by ZipRecruiter
Industry
Insurance services
Company size
11 - 50 Employees
Headquarters location
Louisville, KY, US
Year founded
2014