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Ria Operation Manager Jobs (NOW HIRING)

Boldin

RIA Operations Manager

Mill Valley, CA · Remote

$85K - $100K/yr

... Operations Manager / Assistant reports directly to the Head of Services and serves as a strategic right hand in scaling our Services business, which includes an advice-only RIA and a team of ...

Boldin

Operations Manager

Mill Valley, CA · Remote

$85K - $100K/yr

Working knowledge of RIA operations, compliance processes, billing, and advisor workflows * Strong ... Ability to manage recurring operational processes with consistency and reliability Salary Range $85 ...

Cetera

Community Leader - RIA Network

Dallas, TX · Hybrid

$124K - $167K/yr

Partner with Growth Operations and Analytics and Advisor Productivity & Efficiency team to optimize ... Manage the relationships of RIA Network firms by owning the end-to-end lifecycle from recruitment ...

Cetera

Community Leader - RIA Network

Dallas, TX · Hybrid

$124K - $167K/yr

Partner with Growth Operations and Analytics and Advisor Productivity & Efficiency team to optimize ... Manage the relationships of RIA Network firms by owning the end-to-end lifecycle from recruitment ...

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How much do ria operation manager jobs pay per year?

As of Jun 10, 2026, the average yearly pay for ria operation manager in the United States is $91,413.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,000.00 and $93,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by Ria Operation Managers in their daily work?

Ria Operation Managers often encounter challenges such as maintaining strict regulatory compliance, managing large transaction volumes efficiently, and resolving any discrepancies that arise during money transfer operations. They must also ensure team members are well-trained and up-to-date on the latest compliance protocols and customer service best practices. Adapting quickly to changes in regulatory requirements and implementing new operational procedures can be demanding but rewarding. Overcoming these challenges is central to protecting the company and customers while fostering a trustworthy, efficient work environment.

What is a Ria Operation Manager job?

A Ria Operation Manager oversees the daily operations of Ria Money Transfer locations, ensuring efficient transactions, compliance with financial regulations, and excellent customer service. They manage teams, monitor performance, and implement strategies to improve operational efficiency. Additionally, they coordinate with corporate offices, resolve customer issues, and maintain security protocols to prevent fraud and ensure compliance with industry standards.

What are the key skills and qualifications needed to thrive in the Ria Operation Manager position, and why are they important?

To thrive as a Ria Operation Manager, you need strong leadership abilities, operational management experience, and solid knowledge of money transfer compliance and financial regulations, typically supported by a degree in business or a related field. Familiarity with transaction monitoring systems, anti-money laundering (AML) tools, and specialized remittance software is often required. Excellent problem-solving, communication, and team coordination skills help you manage staff effectively and ensure smooth branch operations. These competencies enable you to maintain regulatory compliance, optimize transaction processes, and provide high-quality customer service in a fast-paced environment.

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Ria Operation Manager jobs near you
Infographic showing various Ria Operation Manager job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 97% Full Time, 1% Temporary, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $91,413 per year, or $43.9 per hour.

Senior RIA Operations Consultant

Concurrent Investment Advisors

Tampa, FL

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

Job description

Description
We are seeking a Senior RIA Operations Consultant to play a critical role within the firm’s Centralized Services platform. Our operations team provides expert guidance, training, and relationship-based support that enables advisors to confidently and efficiently operate on Concurrent’s platform.
The Senior RIA Operations Consultant serves as a trusted operational partner to advisors and advisory teams, delivering hands-on support while also driving operational enablement, training, and continuous improvement. This role requires deep knowledge of RIA operations, custodial platforms, and internal systems, combined with strong relationship management and training capabilities.
Success in this role is defined by advisor confidence, operational consistency, and the ability to improve both advisor self-sufficiency and the firm’s overall service model.

Responsibilities
Advisor Enablement and Relationship Management
  • Serve as a trusted operational partner to assigned advisors and advisory teams, building strong relationships based on credibility, accountability, and a deep understanding of advisor business needs.
  • Act as a consistent point of contact for advisors navigating operational questions, platform usage, and change initiatives.
  • Support advisor onboarding and ongoing adoption of Concurrent’s platform by guiding advisors through systems, workflows, and best practices.
  • Promote advisor self-sufficiency by educating advisors on how to effectively utilize centralized services and operational tools.
Operational Expertise and Issue Resolution
  • Provide expert operational support through ticketing systems, phone, and advisor-facing interactions, ensuring timely and accurate resolution of issues.
  • Apply sound operational judgment to distinguish between system issues, process gaps, and advisor training opportunities.
  • Serve as an escalation resource for complex or recurring issues, ensuring appropriate resolution and cross-functional follow-up.
  • Ensure support activities align with regulatory requirements, custodial standards, and firm policies.
Training and Knowledge Enablement
  • Lead structured training initiatives including one-on-one advisor sessions, small group training, and firmwide education related to custodial platforms and internal systems.
  • Identify training gaps based on ticket trends, advisor behavior, and platform usage.
  • Maintain and enhance SOPs, quick-reference guides, and training materials to support consistent advisor knowledge and operational execution.
  • Measure training effectiveness through improved advisor confidence, platform adoption, and reduction of repeat operational issues.
Continuous Improvement and Platform Feedback
  • Identify recurring advisor pain points and operational friction within the platform.
  • Translate advisor feedback into actionable recommendations for workflow improvements, system enhancements, and training initiatives.
  • Partner with Centralized Services, Technology, Practice Synergies, Compliance, and other internal teams to drive scalable improvements.
  • Maintain working knowledge of Concurrent’s evolving technology stack and service model through ongoing cross-training.
Performance and Accountability
  • Meet established KPIs related to response time, issue resolution quality, advisor satisfaction, and documentation accuracy.
  • Participate in regular KPI reporting, skill assessments, and performance reviews.
  • Contribute to special projects once consistent service performance and reliability are demonstrated.

Qualifications
Required
  • Bachelor’s degree in a related field or equivalent relevant experience.
  • Minimum of 8 years of experience in RIA operations, advisor support, or custodial environments.
  • Demonstrated expertise in advisory operations, custodial workflows, and advisor platform support.
Preferred
  • Experience in advisor onboarding, training, or operational enablement roles.
  • Familiarity with centralized service models in a growing RIA platform.
Skills and Competencies
  • Strong understanding of RIA operational workflows and advisor business models.
  • Strong relationship management and advisor-facing communication skills.
  • Ability to translate complex operational concepts into clear and practical guidance.
  • Strong analytical and problem-solving capabilities.
  • High attention to detail and commitment to service quality.
  • Ownership mindset with strong follow-through and accountability.
  • Ability to adapt in a fast-paced environment with evolving systems and processes.
Technology Platforms
Experience with advisory technology and custodial platforms such as Practifi, Black Diamond, Desk365, RAFA, Advisor360, Fidelity, Schwab, Goldman Sachs, and related custodial systems is strongly preferred.
Compensation
The base salary range for this position is $90,000 – $110,000 annually with a semi-annual bonus. Compensation will be determined based on experience, qualifications, and location.
Location and Schedule
This role is based in one of Concurrent’s office locations in Tampa, Florida; Dallas, Texas; or San Diego, California. 
Standard business hours are generally Monday through Friday, 9:00 a.m. to 5:00 p.m., though flexibility outside of standard hours may be required based on business needs. 

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance