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Remote Ria Jobs in Bartlett, IL (NOW HIRING)

hightower

Senior Data Architect

Chicago, IL · On-site +1

$150K - $175K/yr

S., we operate as a registered investment advisor (RIA). Your Future Team As a Senior Data ... Hybrid work schedule (Monday- Thursday onsite, Fridays remote) * Free brand-new gym in the Chicago ...

hightower

Senior Data Architect

Chicago, IL · On-site +1

$150K - $175K/yr

S., we operate as a registered investment advisor (RIA). Your Future Team As a Senior Data ... Hybrid work schedule (Monday- Thursday onsite, Fridays remote) * Free brand-new gym in the Chicago ...

Aprio

Wealth Advisor

Chicago, IL · 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 ...

All JobsRia JobsRemote Ria JobsRemote Ria Jobs in Bartlett, IL

Remote Ria information

See Bartlett, IL salary details

$82.6K

$125.6K

$169.1K

How much do remote ria jobs pay per year?

As of Jul 16, 2026, the average yearly pay for remote ria in Bartlett, IL is $125,633.00, according to ZipRecruiter salary data. Most workers in this role earn between $107,800.00 and $141,900.00 per year, depending on experience, location, and employer.

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 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 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 the most commonly searched types of Ria jobs in Bartlett, IL? The most popular types of Ria jobs in Bartlett, IL are:
What are popular job titles related to Remote Ria jobs in Bartlett, IL? For Remote Ria jobs in Bartlett, IL, the most frequently searched job titles are:
What job categories do people searching Remote Ria jobs in Bartlett, IL look for? The top searched job categories for Remote Ria jobs in Bartlett, IL are:
What cities near Bartlett, IL are hiring for Remote Ria jobs? Cities near Bartlett, IL with the most Remote Ria job openings:
Remote Ria jobs near you
National Account Manager | Retirement Plans

National Account Manager | Retirement Plans

Strongpoint Partners

Chicago, IL • Remote

$150K - $175K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 3 days ago

New

Job description

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.

Position Summary:

Strongpoint Partners is seeking a dynamic and relationship-driven National Account Manager Retirement Plans (RIA and BD Distribution) to develop and manage strategic partnerships with national and regional RIA and Broker-Dealer firms. In this role, you will drive sales growth, expand market share, and increase adoption of Strongpoint's retirement plan solutions across key distribution channels.

The ideal candidate is a consultative relationship builder with a strong track record in institutional sales and strategic account management within financial services. This individual brings deep knowledge of the retirement plan marketplace and understands how to position solutions within both defined contribution (DC) and defined benefit (DB) environments.

PLEASE NOTE: This role is remote with expected travel to partner firms, conferences, and internal meetings as needed.

Key Responsibilities:

  • Build, manage, and expand relationships with key decision-makers across national and regional RIA and Broker-Dealer firms
  • Develop and execute strategic account plans to drive sales growth, increase distribution, and expand revenue across assigned accounts
  • Identify opportunities for platform inclusion, product integration, and co-marketing initiatives with partner firms
  • Monitor industry trends, competitive activity, and regulatory developments to provide actionable insights to internal stakeholders
  • Partner cross-functionally with Sales, Marketing, Product, and Operations to execute distribution strategies and client initiatives
  • Deliver product training and thought leadership presentations to advisors, home office teams, and field consultants
  • Maintain accurate sales forecasts, pipeline activity, and account plans using CRM tools
  • Other duties as assigned

Qualifications:

  • Bachelor's degree in Finance, Business, Economics, or a related field
  • 7–10 years of experience in retirement plan sales, national accounts, or institutional relationship management within financial services
  • Strong understanding of ERISA and non-ERISA retirement plan structures
  • Experience working with RIAs, Broker-Dealers, and distribution platforms
  • Proficiency with CRM systems, Microsoft Excel, and data analytics tools
  • MBA or advanced degree preferred

Key Competencies:

  • Strategic and analytical thinking
  • Executive-level relationship management
  • Strong negotiation and presentation skills
  • Entrepreneurial mindset with a results-driven approach
  • Ability to navigate complex organizational structures
  • Excellent written and verbal communication skills

Performance Metrics:

  • Growth in plans and assets under administration across RIA and Broker-Dealer channels
  • Expansion of strategic partnerships and platform placements
  • Advisor engagement and effectiveness of training initiatives
  • Retention and satisfaction of key distribution partners

Pay Transparency Statement:

The anticipated pay range for this position is $150,000-$175,000 annually plus commission/bonus structure.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value-Driven Employee Experience:

  • Flexible Workplace – Hybrid and remote options available for many roles.
  • Flexible PTO – Competitive paid time off, including flexible & unlimited options.
  • Inclusive Environment – A culture that values diversity, collaboration, and respect.
  • Growth Opportunities – Support for ongoing learning and career development.
  • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
  • Workplace Perks – Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.