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Remote Ria Jobs in Santa Ana, CA (NOW HIRING)

SpaceX

Manager, Indirect Tax

Hawthorne, CA · On-site +1

$140K - $190K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Experience with MS Excel and tax research tools (RIA Checkpoint) PREFERRED SKILLS AND EXPERIENCE ... hybrid and remote work will not be considered * Willing to work extended hours as necessary ...

Peak Financial Planning

Wealth Advisor (Remote)

Los Angeles, CA · Remote

$125K - $155K/yr

  • Medical

  • Retirement

... within an RIA, fee-only planning firm, or closely related fiduciary environment. * Experience ... Compensation and logistics Fully remote within the United States. Full-time, W-2 position working ...

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All JobsRia JobsRemote Ria JobsRemote Ria Jobs in Santa Ana, CA

Remote Ria information

See Santa Ana, CA salary details

$86.9K

$132.2K

$177.9K

How much do remote ria jobs pay per year?

As of Aug 14, 2026, the average yearly pay for remote ria in Santa Ana, CA is $132,186.00, according to ZipRecruiter salary data. Most workers in this role earn between $113,400.00 and $149,300.00 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 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 are popular job titles related to Remote Ria jobs in Santa Ana, CA?

For Remote Ria jobs in Santa Ana, CA, the most frequently searched job titles are:

What job categories do people searching Remote Ria jobs in Santa Ana, CA look for?

The top searched job categories for Remote Ria jobs in Santa Ana, CA are:

What cities near Santa Ana, CA are hiring for Remote Ria jobs?

Cities near Santa Ana, CA with the most Remote Ria job openings:

Remote Ria jobs near you

Customer Success Manager & Solutions Consultant

Thomas Talent Network

Los Angeles, CA • Remote

$100K - $120K/yr

Full-time

Posted 3 days ago

New

Job description

About the Company

A Series A decision-intelligence platform for independent wealth management (founded 2017), serving registered investment advisors with tools spanning portfolio risk analytics, compliance workflows, and advisor productivity. Operating in a $100B addressable market with strong product-market fit among mid-market and enterprise RIA clients. Growth-stage, under 100 employees, running on EOS with a lean, accountable team working directly with the CEO, Head of Sales, and Head of Customer Success.

About the Role

The Customer Success Manager & Solutions Consultant is a hybrid individual contributor who owns product and domain expertise across the full customer lifecycle — from winning deals as the technical SME on sales calls to delivering the onboarding, adoption, and retention that make each client successful. Because the same person supports the deal pre-close and then owns the account post-close, context never gets lost at handoff. Dual-reporting: to the Head of Sales for pre-sale support and to the Head of Customer Success for post-sale delivery. Requires both the follow-through of a great CSM and the composure of a strong sales engineer on a live call.

What You'll Own
  • Own the SME seat on AE demo and technical calls, running tailored workflow-specific demos and handling product, technical, and compliance objections live
  • Drive new-client onboarding and training from platform setup through confident daily usage within 30 days of go-live, across firm sizes and user personas
  • Run cadenced adoption meetings with key stakeholders to surface risk early, protect gross retention, and route expansion signals to the Expansion AE with full technical context
  • Maintain deep product mastery and genuine RIA/compliance domain fluency to remain the expert AEs and clients call first
  • Translate structured customer feedback into clear product requirements (frequency, use case, revenue impact)
  • Build and maintain training content, knowledge base articles, and recorded walkthroughs that scale self-service and deflect tickets
Must-Have
  1. 3+ years in a customer-facing product role at a wealth management, advisor-tech, or compliance platform (CS, Solutions/Sales Engineering, Implementation, Onboarding, or Technical Account Management)
  2. Demonstrated ability to run a live product demo and handle technical/compliance objections in real time without escalating
  3. Proven post-sale track record of onboarding, driving adoption, and retaining software clients
  4. RIA and compliance domain fluency: speaks advisor ROI and CCO audit-risk naturally; fluent on custodians, ADV, fiduciary, and RIA structures
  5. Executive stakeholder communication: credible with CCOs, principals, and operations leaders, adjusting style in real time
  6. Follow-through and CRM discipline without being managed; owns a full pre- and post-sale book without dropping context
  7. Comfortable operating in a growth-stage company under 100 employees without a polished playbook
Nice-to-Have
  • Experience at wealthtech firms serving RIAs or IBDs (Orion, SS&C Black Diamond, Addepar, Tamarac, Envestnet, Morningstar, Nitrogen, Advyzon, InvestCloud, Docupace, or COMPLY)
  • Both pre-sale solutions/sales engineering and post-sale CSM/onboarding experience in one background
  • HubSpot CRM fluency and experience with tools like Gong
  • Familiarity with custodian ecosystems (Schwab, Fidelity, Pershing)
  • Existing relationships with CCOs, CIOs, or advisory leadership at RIA or IBD firms
Details

Employment: Full-Time | Location: Remote (United States) | Experience: 3–5 years
Compensation: $60,000–$80,000 base plus variable tied to GRR, NRR, and trainings; $100,000–$120,000 OTE. No visa sponsorship.