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Remote Ria Jobs in Nebraska (NOW HIRING)

This role can be hybrid (Lincoln, NE or Cincinnati, OH) or fully remote for the right candidate ... RIA is required. * Previous leadership or supervisory experience of 2+ years strongly desired

Remote Ria information

What is a remote RIA?

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 are the key skills and qualifications needed to thrive as a remote RIA?

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 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 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 popular job titles related to Remote Ria jobs in Nebraska?

For Remote Ria jobs in Nebraska, the most frequently searched job titles are:

What job categories do people searching Remote Ria jobs in Nebraska look for?

The top searched job categories for Remote Ria jobs in Nebraska are:

What cities in Nebraska are hiring for Remote Ria jobs?

Cities in Nebraska with the most Remote Ria job openings:

Infographic showing various Remote Ria job openings in Nebraska as of August 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 100% Remote job distribution.

Manager, Investment Operations

Ameritas

Lincoln, NE • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago


Ameritas rating

9.1

Company rating: 9.1 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

27th of 311 rated insurance


Job description

This role leads and oversees investment operations functions, ensuring high-quality service delivery, regulatory compliance, and effective risk management. The position drives operational efficiency, supports business growth, and develops a high-performing team while strengthening partnerships with internal stakeholders and field partners.
  • This role can be hybrid (Lincoln, NE or Cincinnati, OH) or fully remote for the right candidate.

What you do:
  • Build and maintain strong relationships with internal departments and field partners by providing guidance, education, and issue resolution.
  • Manage and develop a team responsible for investment operations functions, including coaching, performance management, and talent development.
  • Oversee daily operations to ensure timely, accurate processing, reconciliation, and service delivery across all assigned functions.
  • Monitor quality and performance through reviews, reporting, and metrics; identify risks and implement controls to ensure adherence to policies and standards.
  • Ensure compliance with regulatory requirements, and internal policies; support and coordinate audits and examinations.
  • Resolve complex escalations from team members, internal partners, and field partners by identifying root causes and implementing effective solutions.
  • Evaluate and improve workflows, systems, and procedures to enhance efficiency, reduce risk, and improve the overall processing experience.
  • Produce and analyze operational and management reporting, providing insights and recommendations to support decision-making.
  • Develop, implement, and maintain policies, procedures, and best practices to ensure consistent and compliant operations.
  • Review and approve key transactions and activities, ensuring accuracy, completeness, and alignment with business and regulatory requirements.

What you bring:
  • Bachelor's Degree or equivalent experience is required.
  • 4-7 years of experience with a Broker-Dealer /and/or RIA is required.
  • Previous leadership or supervisory experience of 2+ years strongly desired
  • Experience with cashiering/money movement is strongly preferred.
  • FINRA series 7 and 24 are required.
  • FINRA Series 66 or 63 & 65 are preferred.
  • Experience in advisory and/or financial planning fee billing, and operations processing is preferred.
  • Previous experience with National Financial Services, Schwab, Docupace, Orion desired.

A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
For your community:
• Matching donations program.
• Paid volunteer time- 8 hours per month.
For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline
This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.

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