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Ria Financial Services Jobs (NOW HIRING)

Vestmark, Inc.

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We are a leading provider of wealth management solutions and services that enable financial ... Proactively engage RIA prospects and distribution contacts through outbound phone, email, and ...

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Ria Financial Services information

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$38.5K

$95.5K

$146K

How much do ria financial services jobs pay per year?

As of Aug 8, 2026, the average yearly pay for ria financial services in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Ria Financial Services agent?

To thrive as a Ria Financial Services Agent, you need strong customer service skills, attention to detail, and a background in finance or money transfer services, often supported by relevant work experience or training. Familiarity with Ria's proprietary transaction platforms, compliance systems, and regulatory requirements such as anti-money laundering (AML) protocols is essential. Excellent communication, cultural sensitivity, and problem-solving abilities help agents effectively assist diverse customers. These skills ensure accurate transactions, regulatory compliance, and positive customer experiences in a fast-paced financial environment.

What are the typical daily responsibilities for someone working at Ria Financial Services?

At Ria Financial Services, daily responsibilities often include assisting customers with money transfers, handling cash transactions, verifying identification, and ensuring compliance with anti-money laundering regulations. Employees also provide customer support, resolve transaction issues, and maintain accurate records. The role frequently involves collaborating with team members and other departments to ensure smooth and secure financial operations, all while delivering excellent customer service in a fast-paced environment.

How do I become a Ria Financial Services agent?

To become a Ria Financial Services agent, you typically need to apply through their official channels, meet their requirements such as being at least 18 years old, and complete any necessary training or certification processes. Agents often need to have good customer service skills and familiarity with money transfer operations. The process may include background checks and signing a contractual agreement to operate as an authorized agent.

What is the difference between Ria Financial Services vs Money Transfer Agent?

AspectRia Financial ServicesMoney Transfer Agent
CredentialsTypically requires licensing and registration with financial authoritiesOften needs business licenses and compliance with local regulations
Work EnvironmentCorporate offices, retail locations, online platformsRetail storefronts, independent agents, or small businesses
Employer & IndustryFinancial services companies specializing in remittancesIndependent or franchise-based money transfer businesses

Ria Financial Services is a large, licensed remittance company offering international money transfer services, often through corporate channels. A Money Transfer Agent is typically an individual or small business authorized to facilitate transfers on behalf of such companies. While both roles involve handling money transfers, Ria operates as a service provider, whereas Money Transfer Agents are the local representatives or agents executing transactions.

What is Ria Financial Services?

Ria Financial Services is a global money transfer company that enables individuals to send and receive funds across international borders. Founded in 1987, Ria offers services such as money transfers, bill payments, mobile top-ups, and check cashing through its vast network of agents and locations in over 160 countries. The company focuses on providing fast, secure, and affordable financial services, particularly for people who need to send money to family and friends abroad. Ria is a subsidiary of Euronet Worldwide, a leading electronic payments provider.
More about Ria Financial Services jobs
What cities are hiring for Ria Financial Services jobs? Cities with the most Ria Financial Services job openings:
What are the most commonly searched types of Ria Financial Services jobs? The most popular types of Ria Financial Services jobs are:
What states have the most Ria Financial Services jobs? States with the most job openings for Ria Financial Services jobs include:
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Ria Financial Services jobs near you
Infographic showing various Ria Financial Services job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Relationship Manager - Financial Services, North Hills, NC

Advyzon

Raleigh, NC • On-site

$70K - $100K/yr

Full-time

Posted 16 days ago

Job description

About Advyzon
Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.
Role Overview
The Relationship Manager is responsible for driving retention, adoption, and positive client health outcomes across Advyzon's Core RIA client segment. The primary objective of this role is to ensure that each firm in their portfolio is successful on the Advyzon platform and realizing ongoing value.
This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive relationship management at scale. This role plays a critical part in maintaining strong client health, increasing platform adoption, and reducing preventable churn.
The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end. This individual must be comfortable coordinating across multiple internal teams (Support, Consulting, Product, Sales) to ensure client needs are addressed quickly and effectively.
Success in this role requires someone who takes ownership of their book of business, acts with urgency, and consistently takes initiative to drive outcomes for clients. Industry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level.
Key Responsibilities
Portfolio Ownership & Client Health
  • Own and manage a portfolio Core RIA client relationship.
  • Maintain a structured engagement cadence based on firm size, complexity, and health score.
  • Monitor client health indicators including:
    • Product adoption and usage depth
    • Engagement trends
    • Support patterns and recurring friction
    • CSAT/NPS feedback
    • Renewal timing
  • Proactively identify risk signals and execute retention strategies before issues escalate.
  • Serve as the primary relationship-level contact for assigned firms.

Adoption & Value Realization
  • Drive increased adoption of key platform capabilities including:
    • Performance Reporting
    • Trading
    • CRM
    • Client Portal
    • Financial Planning
    • Auria / AIM (as applicable)
  • Conduct scaled business reviews (virtual QBRs or structured check-ins depending on account tier).
  • Lead value-based conversations focused on workflow efficiency, advisor productivity, and firm growth.
  • Share best practices tailored specifically to RIA operating models.

Renewals & Retention
  • Own renewal conversations for assigned Core RIA accounts.
  • Maintain high renewal rates through proactive value reinforcement.
  • Develop structured save plans for at-risk accounts.
  • Identify firms that may qualify for Enterprise segmentation as they scale.

Growth & Expansion
  • Identify and pursue expansion opportunities including:
    • Additional accounts or households
    • Additional advisor teams within a firm
    • Cross-sell of new Advyzon products
  • Partner with Sales for larger expansion motions when appropriate.
  • Drive net revenue retention through disciplined portfolio management.

Scaled Engagement & Operational Discipline
  • Execute a tiered engagement model (e.g., high-touch, mid-touch, tech-touch).
  • Use CRM, reporting dashboards, and automation tools to manage volume efficiently.
  • Conduct group webinars, office hours, or product update sessions for Core RIA clients.
  • Maintain accurate account documentation and renewal forecasting.

Cross-Functional Collaboration
  • Partner closely with:
    • Support to identify recurring issues impacting retention.
    • Consulting to ensure strong onboarding-to-relationship handoffs.
    • Product to provide structured RIA feedback.
    • Sales to coordinate expansion opportunities.
  • Escalate high-risk or complex accounts to the Director, Client Success as needed.

Success Metrics (KPIs)
Client Health & Experience
  • CSAT trends across Core RIA portfolio
  • NPS contribution from Core segment
  • Feature adoption rates
  • Engagement coverage (% of accounts with documented proactive outreach)

Retention & Revenue
  • Gross Renewal Rate
  • Net Revenue Retention (NRR)
  • Churn rate within Core RIA portfolio
  • Expansion ACV from assigned accounts

Operational Effectiveness
  • Portfolio coverage rate per quarter
  • Renewal forecasting accuracy
  • Account plan completion rate (where applicable)
  • Timely follow-up and documentation in CRM

Compensation
$70k-$100k, all in
This is a hybrid position at our North Hills/Raleigh location.

Apply