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Remote Ria Operation Manager Jobs in Georgia (NOW HIRING)

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... A structured and orderly approach to daily operations is essential, requiring a highly detail ...

Gururo

Operations Manager

Atlanta, GA · On-site +1

This is a remote position based in the United States/Canada, offering the flexibility to work from anywhere within the country. As the Operations Manager, you will be responsible for overseeing and ...

Harris

STC Health, a division of Harris; is seeking a Senior Manager, Operations who will lead our DevOps, ... This remote role welcomes candidates anywhere in the US. Salary: 140K - 160K AI & Innovation ...

Harris

STC Health, a division of Harris; is seeking a Senior Manager, Operations who will lead our DevOps, ... This remote role welcomes candidates anywhere in the US. Salary: 140K - 160K AI & Innovation ...

Accounting Fly

Remote Tax Manager

Atlanta, GA · Remote

$120K - $135K/yr

Remote Tax Manager Job ID: 1003192 Date Posted: June 29, 2026 Employment Type: Full-time Hiring ... Oversee day-to-day tax operations, eliminate bottlenecks, and align department goals with the firm ...

Marsh & McLennan Companies, Inc.

$93K - $173K/yr

As our Corporate Operations Manager on the Operations Team , you will play a key role in partnering ... LI-Remote The applicable base salary range for this role is $93,100 to $173,400. The base pay ...

Jobot

Audit manager / 100% remote

Peachtree Corners, GA · Remote

$120K - $160K/yr

Audit Manager 100% remote This Jobot Job is hosted by: Jerry Sipocz Are you a fit? Easy Apply now ... compliance audits, operational audits, and financial audits. This role is instrumental in ...

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Remote Ria Operation Manager information

What are the key skills and qualifications needed to thrive as a Remote Ria Operation Manager, and why are they important?

To thrive as a Remote Ria Operation Manager, you need expertise in operations management, financial services regulations, and risk assessment, often supported by a bachelor's degree in finance, business, or a related field. Familiarity with regulatory compliance tools, CRM platforms, and financial management systems such as Salesforce or Envestnet is typically required. Strong leadership, problem-solving abilities, and excellent communication skills help you coordinate remote teams and ensure smooth operations. These competencies are vital for maintaining compliance, optimizing workflow, and delivering high-quality service in a remote Registered Investment Advisor (RIA) environment.

What are the most common challenges faced by a Remote Ria Operation Manager and how can they be addressed?

Remote Ria Operation Managers often face challenges related to coordinating teams across different time zones, maintaining regulatory compliance, and ensuring smooth transaction processing. Effective communication tools and clear protocols are essential to keep remote teams aligned and responsive. Regular training on compliance standards and implementing automated monitoring can help mitigate risks. Proactively fostering a collaborative culture and setting clear expectations also contribute to overcoming obstacles and achieving operational efficiency.

What are Remote Ria Operation Managers?

Remote Ria Operation Managers oversee the operations of money transfer services, typically for Ria Money Transfer, from a remote location. They are responsible for managing teams, ensuring compliance with regulations, optimizing transaction processes, and improving customer service standards. Their role includes monitoring daily activities, coordinating with different departments, and implementing best practices for efficiency and security. Working remotely, they use digital tools to supervise staff, analyze performance metrics, and address any operational challenges. This position requires strong organizational, communication, and problem-solving skills.
What are popular job titles related to Remote Ria Operation Manager jobs in Georgia? For Remote Ria Operation Manager jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Remote Ria Operation Manager jobs in Georgia look for? The top searched job categories for Remote Ria Operation Manager jobs in Georgia are:
What cities in Georgia are hiring for Remote Ria Operation Manager jobs? Cities in Georgia with the most Remote Ria Operation Manager job openings:
Remote Ria Operation Manager jobs near you
Infographic showing various Remote Ria Operation Manager job openings in Georgia as of July 2026, with employment types broken down into 85% Full Time, 13% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.
Client Relationship Manager

Client Relationship Manager

Farther

Greensboro, GA • On-site, Remote

Full-time

Medical, Retirement, PTO

Posted 7 days ago

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience—before, during, and after meetings—is organized, proactive, and seamless. This role keeps the advisor fully informed and prepared so they can focus on advice and planning, while you make sure clients feel known, cared for, and confident in the firm.

Your Impact

  • Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor

  • Manage day-to-day client care including answering phones, responding to emails, scheduling meetings, following up on action items, and tracking tasks to completion

  • Coordinate all aspects of client onboarding including new account setup, transfers, and document collection

  • Work directly with custodians and third-party providers to process account changes, money movements, and service requests with accuracy and timeliness

  • Prepare the advisor for client meetings by gathering reports, statements, notes, and follow-up items, then ensure post-meeting tasks are completed

  • Monitor client accounts and service activity, proactively identifying issues or opportunities and communicating them to the advisor

  • Maintain up-to-date client records in CRM, internal portal, and custodial platforms, documenting interactions, next steps, and key client preferences

  • Support ongoing client communication efforts such as check-in emails and event follow-ups so clients feel regularly engaged and supported

  • Maintain confidentiality regarding all client-related information.

The Ideal Match

  • Significant experience in a client-facing support role within financial services, preferably at an RIA or wealth management firm

  • Strong relationship-building skills with the ability to build trust and rapport with clients while representing the advisor and the firm

  • Highly organized and detail-oriented with the ability to juggle multiple client requests and deadlines without losing track

  • Comfortable owning all aspects of client care—coordinating people, information, and tasks in a fast-paced environment

  • Skilled with CRM and custodial platforms with the ability to learn new systems quickly and maintain clean, accurate data

  • Positive, professional communication style and a strong sense of ownership over the client experience

  • Excellent with confidentiality and discretion

  • A structured and orderly approach to daily operations is essential, requiring a highly detail-oriented work style with excellent follow-through and fact-finding skills

Bonus Points

  • CFP designation or background in financial planning, tax, or accounting

  • Experience with portfolio management and rebalancing

  • Interest in growing into a wealth advisor role over time

  • Background working in a small town or retirement community environment

  • Experience managing workflows between in-office and remote service teams

Why Join Us

  • Competitive comp package that rewards impact

  • Work alongside some of the brightest minds in fintech

  • Ground-floor opportunity at a fast-scaling startup

  • Chart your own growth path as we expand—potential to elevate into an advisory role for the right candidate

  • Full health benefits + 401(k) matching & Roth IRA options

  • Unlimited PTO

Ready to disrupt wealth management? Let's talk!

Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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