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Ria Chicago Jobs (NOW HIRING)

Mercer Advisors

Tax Manager (Chicago, IL)

Chicago, IL · Hybrid

$114K - $149K/yr

S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests -- always.* Mercer ...

Mercer Advisors

Tax Associate (Chicago, IL)

Chicago, IL · Hybrid

$70K - $95K/yr

S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests -- always.* Mercer ...

Mercer Advisors

Tax Manager (Chicago, IL)

Schaumburg, IL · Hybrid

$109K - $142K/yr

S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests -- always.* Mercer ...

Robinhood

Business Development Partner

Chicago, IL · On-site

$136K - $160K/yr

... RIA firms and the ability to influence key decision makers to transition their custodial services to the TradePMR platform This role is based in our Chicago, IL, Clearwater, FL, Westlake, TX office(s ...

Envestnet

Senior Legal Counsel

Boston, MA · On-site

$151K - $205K/yr

Job Location    The primary work location for this role is Chicago, IL, Berwyn, PA, Raleigh, NC ... Support registered investment adviser (RIA) legal and regulatory matters, including policies and ...

Envestnet

Senior Legal Counsel

Boston, MA

$151K - $205K/yr

Job Location    The primary work location for this role is Chicago, IL, Berwyn, PA, Raleigh, NC ... Support registered investment adviser (RIA) legal and regulatory matters, including policies and ...

Envestnet

Senior Legal Counsel

Chicago, IL

$143K - $195K/yr

Job Location    The primary work location for this role is Chicago, IL, Berwyn, PA, Raleigh, NC ... Support registered investment adviser (RIA) legal and regulatory matters, including policies and ...

Envestnet

Senior Legal Counsel

Raleigh, NC

$135K - $184K/yr

Job Location    The primary work location for this role is Chicago, IL, Berwyn, PA, Raleigh, NC ... Support registered investment adviser (RIA) legal and regulatory matters, including policies and ...

Envestnet

Senior Legal Counsel

Berwyn, PA

$133K - $181K/yr

Description Job Location    The primary work location for this role is Chicago, IL, Berwyn, PA ... Support registered investment adviser (RIA) legal and regulatory matters, including policies and ...

Envestnet

Senior Legal Counsel

Chicago, IL

$143K - $195K/yr

Job Location    The primary work location for this role is Chicago, IL, Berwyn, PA, Raleigh, NC ... Support registered investment adviser (RIA) legal and regulatory matters, including policies and ...

Hightower

Senior Trust Officer

Houston, TX · On-site

$140K - $150K/yr

Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Your Future Team Hightower Trust Company is a wholly owned subsidiary of Hightower and serves ...

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All JobsRia Chicago Jobs

Ria Chicago information

See salary details

$31.5K

$98.9K

$207.5K

How much do ria chicago jobs pay per year?

As of Jun 14, 2026, the average yearly pay for ria chicago in the United States is $98,949.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,500.00 and $115,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by employees working at Ria Money Transfer's Chicago location, and how can they be overcome?

Working at Ria Money Transfer in Chicago often involves navigating a fast-paced environment where meeting customer needs and compliance standards are top priorities. Common challenges include managing high transaction volumes, ensuring accuracy in money transfers, and staying up-to-date with regulatory requirements. Team members overcome these challenges by collaborating closely, leveraging robust training programs, and utilizing the company's support systems. Open communication and adaptability are key to thriving in this dynamic setting.

What is the difference between Ria Chicago vs Ria Agent?

AspectRia ChicagoRia Agent
CertificationsLicensed money transfer agent, state-specific licensesLicensed agent with similar state licensing requirements
Work EnvironmentOperates within Ria's network, often in retail locationsIndependent or retail locations, working under Ria's brand
Employer & IndustryPart of Ria Financial, money transfer industryAuthorized Ria agents, money transfer services

Ria Chicago refers to a specific location or branch of Ria Financial, providing money transfer services within Chicago. A Ria Agent is an individual authorized to operate Ria's money transfer services, often working in retail locations. While Ria Chicago is a regional branch, a Ria Agent is a licensed individual representing the company. Both roles require similar certifications and work within the same industry, but their scope differs: one is a location, the other an individual agent.

What are RIA Chicago professionals and what do they do?

RIA Chicago typically refers to professionals working at a Registered Investment Advisor (RIA) firm based in Chicago. These advisors provide personalized financial advice, investment management, and wealth planning services to clients. They are regulated by the SEC or state securities authorities and have a fiduciary duty to act in their clients' best interests. RIA professionals in Chicago often work with individuals, families, and businesses to help them achieve their financial goals through comprehensive planning and investment strategies.

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

To thrive as a Registered Investment Advisor in Chicago, you need a solid background in finance or economics, relevant licensure such as the Series 65, and a deep understanding of investment strategies and compliance regulations. Familiarity with portfolio management software, financial planning tools, and CRM systems is typically required. Exceptional interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help build lasting client relationships. These skills and qualities are critical for effectively managing client assets, maintaining regulatory compliance, and fostering trust in a competitive financial market.
What cities are hiring for Ria Chicago jobs? Cities with the most Ria Chicago job openings:
What states have the most Ria Chicago jobs? States with the most job openings for Ria Chicago jobs include:
What job categories do people searching Ria Chicago jobs look for? The top searched job categories for Ria Chicago jobs are:
Ria Chicago jobs near you
Infographic showing various Ria Chicago job openings in the United States as of June 2026, with employment types broken down into 96% Full Time, and 4% Contract. Highlights an 74% In-person, 13% Hybrid, and 13% Remote job distribution, with an average salary of $98,949 per year, or $47.6 per hour.
Relationship Manager (Chicago, IL)

Relationship Manager (Chicago, IL)

Mercer Advisors

Chicago, IL • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.

This role is responsible for overseeing the execution of the firm's service model, ensuring that client experiences align with the firm's standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team.

This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.

Essential Job Functions for this role include:

Client Experience Oversight

  • Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm's client experience standards.
  • Manage service workflows and client touchpoints to ensure timely and accurate execution.
  • Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.
  • Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.
  • Other duties as assigned.

Advisor Partnership & Practice Management

  • Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
  • Facilitate in implementing and refining the advisory team's service model, including client communication strategies and engagement protocols.
  • Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.
  • Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.

Growth & Retention Support

  • Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
  • Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.
  • Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.

Knowledge, Skills, and Abilities:

    • Strong understanding of wealth management processes and service models.
    • Proven ability to manage complex client relationships and resolve issues effectively.
    • Leadership and mentoring experience within a team environment.
    • Excellent communication, organizational, and problem-solving skills.
    • Proficiency in CRM systems and workflow management tools.
    • Strategic thinker and strong ability to influence and collaborate across teams.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$59,500—$70,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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