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Remote Ria Operation Manager Jobs in Chicago, IL

San Blas Securities

Head of Advisor Recruiting

Chicago, IL · Remote

$21.50 - $28.75/hr

Build and manage advisor recruiting pipeline * Execute outbound recruiting strategy (LinkedIn ... Significant upside based on success This is a Remote / work from home role. Powered by JazzHR ...

World Insurance Associates LLC

Data Analyst

Chicago, IL · On-site +1

$95K - $110K/yr

... our RIA/BD business. This role is ideal for someone who excels at working with large datasets ... You will work closely with finance, operations, and advisor teams to deliver data products that ...

PROtect LLC

Project Manager

Whiting, IN · On-site

$100K - $130K/yr

Manage remote and traveling technical staff across locations * Coordinate staffing schedules aligned with operational priorities Why PROtect? PROtect is a fast-growing environmental and industrial ...

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All JobsRemote Ria Operation Manager JobsRemote Ria Operation Manager Jobs in Chicago, IL

Remote Ria Operation Manager information

See Chicago, IL salary details

$64.4K

$94.2K

$180.8K

How much do remote ria operation manager jobs pay per year?

As of Jun 25, 2026, the average yearly pay for remote ria operation manager in Chicago, IL is $94,169.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $96,300.00 per year, depending on experience, location, and employer.

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 Chicago, IL? For Remote Ria Operation Manager jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Remote Ria Operation Manager jobs in Chicago, IL look for? The top searched job categories for Remote Ria Operation Manager jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Remote Ria Operation Manager jobs? Cities near Chicago, IL with the most Remote Ria Operation Manager job openings:
Remote Ria Operation Manager jobs near you
Relationship Manager - Financial Services

Relationship Manager - Financial Services

Advyzon

Chicago, IL • Remote

Full-time

Posted 23 days ago

Job description

About Advyzon
Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.

Role Overview
The Relationship Manager is responsible for driving retention, adoption, and positive client health outcomes across Advyzon’s Core RIA client segment. The primary objective of this role is to ensure that each firm in their portfolio is successful on the Advyzon platform and realizing ongoing value.
This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive relationship management at scale. This role plays a critical part in maintaining strong client health, increasing platform adoption, and reducing preventable churn.
The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end. This individual must be comfortable coordinating across multiple internal teams (Support, Consulting, Product, Sales) to ensure client needs are addressed quickly and effectively.
Success in this role requires someone who takes ownership of their book of business, acts with urgency, and consistently takes initiative to drive outcomes for clients. Industry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level.
Key Responsibilities
Portfolio Ownership & Client Health
  • Own and manage a portfolio Core RIA client relationship.
  • Maintain a structured engagement cadence based on firm size, complexity, and health score.
  • Monitor client health indicators including:
    • Product adoption and usage depth
    • Engagement trends
    • Support patterns and recurring friction
    • CSAT/NPS feedback
    • Renewal timing
  • Proactively identify risk signals and execute retention strategies before issues escalate.
  • Serve as the primary relationship-level contact for assigned firms.
Adoption & Value Realization
  • Drive increased adoption of key platform capabilities including:
    • Performance Reporting
    • Trading
    • CRM
    • Client Portal
    • Financial Planning
    • Auria / AIM (as applicable)
  • Conduct scaled business reviews (virtual QBRs or structured check-ins depending on account tier).
  • Lead value-based conversations focused on workflow efficiency, advisor productivity, and firm growth.
  • Share best practices tailored specifically to RIA operating models.
Renewals & Retention
  • Own renewal conversations for assigned Core RIA accounts.
  • Maintain high renewal rates through proactive value reinforcement.
  • Develop structured save plans for at-risk accounts.
  • Identify firms that may qualify for Enterprise segmentation as they scale.
Growth & Expansion
  • Identify and pursue expansion opportunities including:
    • Additional accounts or households
    • Additional advisor teams within a firm
    • Cross-sell of new Advyzon products
  • Partner with Sales for larger expansion motions when appropriate.
  • Drive net revenue retention through disciplined portfolio management.
Scaled Engagement & Operational Discipline
  • Execute a tiered engagement model (e.g., high-touch, mid-touch, tech-touch).
  • Use CRM, reporting dashboards, and automation tools to manage volume efficiently.
  • Conduct group webinars, office hours, or product update sessions for Core RIA clients.
  • Maintain accurate account documentation and renewal forecasting.
Cross-Functional Collaboration
  • Partner closely with:
    • Support to identify recurring issues impacting retention.
    • Consulting to ensure strong onboarding-to-relationship handoffs.
    • Product to provide structured RIA feedback.
    • Sales to coordinate expansion opportunities.
  • Escalate high-risk or complex accounts to the Director, Client Success as needed.
Success Metrics (KPIs)
Client Health & Experience
  • CSAT trends across Core RIA portfolio
  • NPS contribution from Core segment
  • Feature adoption rates
  • Engagement coverage (% of accounts with documented proactive outreach)
Retention & Revenue
  • Gross Renewal Rate
  • Net Revenue Retention (NRR)
  • Churn rate within Core RIA portfolio
  • Expansion ACV from assigned accounts
Operational Effectiveness
  • Portfolio coverage rate per quarter
  • Renewal forecasting accuracy
  • Account plan completion rate (where applicable)
  • Timely follow-up and documentation in CRM

Salary - $70k-$100k, all in

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