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Remote Ria Jobs in Florida (NOW HIRING)

Aprio

Wealth Advisor

Fort Lauderdale, FL · On-site +1

$150K - $250K/yr

... RIA or Wealth Management Firm. * The series 65 license is required for the position; however ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

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Remote Ria information

What are the key skills and qualifications needed to thrive as a Remote RIA (Registered Investment Advisor), and why are they important?

To thrive as a Remote Registered Investment Advisor (RIA), you generally need strong financial analysis skills, investment management expertise, and relevant certifications like the Series 65 or CFP. Familiarity with portfolio management software, financial planning tools, and secure communication platforms is essential for remote work. Excellent client communication, trustworthiness, and self-motivation are standout soft skills in this role. These qualifications are crucial for providing sound investment advice, maintaining regulatory compliance, and building strong client relationships in a remote environment.

What are some common challenges faced by Remote RIA (Registered Investment Advisor) professionals and how can they be managed?

Remote RIAs often face challenges such as building strong client relationships without face-to-face interactions, managing compliance requirements across different jurisdictions, and staying updated with evolving financial regulations. To manage these, professionals typically leverage secure digital communication tools, implement robust compliance software, and participate in regular training or industry webinars. Additionally, setting clear communication protocols and maintaining a structured daily routine can help streamline client management and ensure regulatory adherence while working remotely.

What are Remote RIAs?

Remote RIAs are Registered Investment Advisors who provide financial planning and investment management services to clients entirely online or from a remote location, rather than in a traditional office setting. They use digital platforms to communicate, manage portfolios, and deliver advice, making financial services more accessible and convenient for clients regardless of location. This setup allows RIAs to serve a broader client base while also offering flexibility in their work environment.

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

AspectRemote RiaRemote Financial Advisor
CredentialsSeries 7, 63/65, CFP (optional)Series 7, 63/65, CFP (often required)
Work EnvironmentRegistered Investment Advisor firm, compliance-focusedIndependent or firm-based, client-facing
Industry UsageFinancial planning, investment managementFinancial planning, wealth management
Common Search IntentRemote Ria vs Remote Financial Advisor

Remote Rias typically focus on investment management and compliance, often working within registered firms, while Remote Financial Advisors may have a broader client-facing role in financial planning. Both roles require similar certifications, but their focus and work environment differ slightly, catering to different client needs within the financial industry.

What are the most commonly searched types of Ria jobs in Florida? The most popular types of Ria jobs in Florida are:
What are popular job titles related to Remote Ria jobs in Florida? For Remote Ria jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Remote Ria jobs in Florida look for? The top searched job categories for Remote Ria jobs in Florida are:
What cities in Florida are hiring for Remote Ria jobs? Cities in Florida with the most Remote Ria job openings:
Remote Ria jobs near you
Infographic showing various Remote Ria job openings in Florida as of May 2026, with employment types broken down into 100% Full Time. Highlights an 63% Physical, 18% Hybrid, and 19% Remote job distribution.
VP, Client Strategy & Success

VP, Client Strategy & Success

SmartX Advisory Solutions

West Palm Beach, FL • On-site, Remote

Full-time

Posted 4 days ago

Job description

Job Description
VP, Client Strategy & Success
Opportunity
SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a leader with the drive and expertise to advance SMArtX's strategic relationship management, engagement, and adoption goals across our client channels-including Enterprise and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and Custodians.
The team's objective is to help customers solve key challenges, scale their businesses, and maximize the value of SMArtX solutions.
As part of the Client Success team, you'll be tech-savvy and knowledgeable about Managed Accounts, TAMPs, UMAs, and the broader FinTech ecosystem. Passion for our platform's capabilities-and for driving client outcomes-is essential. In this role, you will manage critical relationships and coordinate efforts across SMArtX and third-party partners.
The ideal candidate can navigate large, complex organizations, build trusted executive relationships, and drive platform adoption and usage.
Position Requirements
  • Demonstrated ability to identify, develop, and proactively pursue opportunities within strategic and enterprise client accounts.
  • Strong ability to quickly assess client and prospect needs and map them to SMArtX's value proposition, platform capabilities, and workflow solutions.
  • Proven success managing complex client relationships and influencing stakeholders at all levels, including executives and decision-makers.
  • Experience developing strategic account plans, including account mapping, goal setting, and multi-year growth strategies.
  • Familiarity with client health metrics, KPI tracking, and data-driven approaches to monitoring risk, adoption, engagement, and satisfaction.
  • Ability to lead business reviews, present insights, and translate client goals into measurable success outcomes.
  • Strong organizational skills and attention to detail, with the ability to manage timelines, cross-functional deliverables, and competing priorities.
  • Excellent communication skills-written, verbal, and presentation-with the ability to convey complex concepts clearly and persuasively.
  • Ability to manage multiple requests and time demands while achieving performance and growth goals across an assigned book of strategic accounts.
  • A strong sense of urgency and ownership; proactively brings forward ideas, identifies areas for improvement, and executes with discipline.
  • Team-oriented mindset with a commitment to shared goals and cross-functional success.
  • High degree of drive, resilience, and strategic thinking; ability to operate effectively in a fast-paced, evolving environment.
  • Bachelor's degree required.
  • Proficiency communicating the value of Unified Managed Accounts (UMAs), Managed Portfolio Solutions, Asset Management Solutions, and TAMP solutions used by RIAs.
  • 10+ years of experience in financial services or FinTech with a focus on relationship management, strategic accounts, or client success.

Responsibilities
  • Cultivate and maintain strong, long-term relationships across strategic and enterprise accounts.
  • Become a subject matter expert on SMArtX's platform, capabilities, and workflows; serve as a trusted advisor to clients.
  • Lead executive-level interactions, presentations, and business reviews with decision-makers and key stakeholders.
  • Develop, execute, and maintain strategic account plans, including account mapping, opportunity identification, and long-term partnership strategies.
  • Oversee client health metrics, proactively monitoring adoption, engagement, risk indicators, and client satisfaction.
  • Define, track, and report KPIs and shared client-success goals aligned with retention, expansion, and platform utilization.
  • Guide clients on best practices and optimize their use of SMArtX's platform and workflows.
  • Collaborate cross-functionally on contract terms, business agreements, and renewal/expansion opportunities.
  • Educate clients on new and upcoming capabilities, product enhancements, and workflow optimizations.
  • Deliver platform and technology demonstrations tailored to client needs and strategic objectives.
  • Report on pipeline, account health, and client activity using CRM tools; maintain accurate documentation and executive visibility.
  • Partner with Product, Operations, and Service teams to escalate and resolve issues, driving continuous improvement.
  • Travel up to 10-20% as needed.

About SMArtX Advisory Solutions
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm creating breakthrough innovations in the wealth management industry. We offer a professional yet relaxed work environment where dynamic individuals thrive.
Submit your resume today to join our team.
Skills Required
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More Details
Employment Type: Full Time Location: [REMOTE] Experience Required: Director/ Vice-President Date Published: 02 Dec 2025

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