Our client, a rapidly growing Registered Investment Advisor (RIA) in the Tampa Bay area, is seeking a highly organized and proactive Operations Associate to join their team. This is a unique ...
Our client, a rapidly growing Registered Investment Advisor (RIA) in the Tampa Bay area, is seeking a highly organized and proactive Operations Associate to join their team. This is a unique ...
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 ...
Quick apply
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 ...
Senior RIA Operations Consultant
$90K - $110K/yr
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 ...
Quick apply
Senior RIA Operations Consultant
$90K - $110K/yr
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 ...
Senior RIA Operations Consultant
$90K - $110K/yr
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 ...
Quick apply
Senior RIA Operations Consultant
$90K - $110K/yr
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 ...
RIA Operations Manager
Mill Valley, CA · Remote
$85K - $100K/yr
Working knowledge of RIA operations, compliance processes, billing, and advisor workflows * Strong proficiency in Google Sheets (dashboard building required) * Experience auditing work for quality ...
RIA Operations Manager
Mill Valley, CA · Remote
$85K - $100K/yr
Working knowledge of RIA operations, compliance processes, billing, and advisor workflows * Strong proficiency in Google Sheets (dashboard building required) * Experience auditing work for quality ...
RIA Operations Manager
Mill Valley, CA · Remote
$85K - $100K/yr
Working knowledge of RIA operations, compliance processes, billing, and advisor workflows * Strong proficiency in Google Sheets (dashboard building required) * Experience auditing work for quality ...
Quick apply
RIA Operations Manager
Mill Valley, CA · Remote
$85K - $100K/yr
Working knowledge of RIA operations, compliance processes, billing, and advisor workflows * Strong proficiency in Google Sheets (dashboard building required) * Experience auditing work for quality ...
Operations Manager
Red Bank, NJ · On-site
The RIA Operations Manager is responsible for managing the day-to-day operational activities of our Red Bank, NJ office. As a single-office Registered Investment Advisor (RIA), this role is central ...
Quick apply
Operations Manager
Red Bank, NJ · On-site
The RIA Operations Manager is responsible for managing the day-to-day operational activities of our Red Bank, NJ office. As a single-office Registered Investment Advisor (RIA), this role is central ...
Lead the operational strategy and control environment for Associated Investment Services' broker-dealer and RIA platform. This role drives operational integrity, regulatory alignment, and technology ...
Lead the operational strategy and control environment for Associated Investment Services' broker-dealer and RIA platform. This role drives operational integrity, regulatory alignment, and technology ...
Lead the operational strategy and control environment for Associated Investment Services' broker-dealer and RIA platform. This role drives operational integrity, regulatory alignment, and technology ...
Lead the operational strategy and control environment for Associated Investment Services' broker-dealer and RIA platform. This role drives operational integrity, regulatory alignment, and technology ...
Lead the operational strategy and control environment for Associated Investment Services' broker-dealer and RIA platform. This role drives operational integrity, regulatory alignment, and technology ...
Lead the operational strategy and control environment for Associated Investment Services' broker-dealer and RIA platform. This role drives operational integrity, regulatory alignment, and technology ...
The Senior Product Owner- Broker-Dealer & RIA Operationsworks with business and technical partners ... This role partners closely with business leaders, distribution, operations, regulatory/compliance ...
The Senior Product Owner- Broker-Dealer & RIA Operationsworks with business and technical partners ... This role partners closely with business leaders, distribution, operations, regulatory/compliance ...
Operations Specialist
Austin, TX · On-site
This role is central to ensuring accuracy, consistency, and operational oversight ... This individual will focus on standard RIA back and middle office activities, including best ...
Operations Specialist
Austin, TX · On-site
This role is central to ensuring accuracy, consistency, and operational oversight ... This individual will focus on standard RIA back and middle office activities, including best ...
Why This Role Matters RIA Operations professionals are essential to maintaining the accuracy, integrity, and regulatory compliance of every trade a firm executes. This role sits at the center of a ...
Why This Role Matters RIA Operations professionals are essential to maintaining the accuracy, integrity, and regulatory compliance of every trade a firm executes. This role sits at the center of a ...
OPERATIONS ASSOCIATE PRIVATE WEALTH COORDINATOR Full-Time/In-Person/ Capital Region Fusco Personnel is assisting a growing financial services firm in the Capital Region who is seeking a detail ...
Quick apply
OPERATIONS ASSOCIATE PRIVATE WEALTH COORDINATOR Full-Time/In-Person/ Capital Region Fusco Personnel is assisting a growing financial services firm in the Capital Region who is seeking a detail ...
What we're looking for: * 3+ years of experience in wealth management, financial services, RIA operations, or client service. * Experience in similar roles such as Client Associate, Operations ...
What we're looking for: * 3+ years of experience in wealth management, financial services, RIA operations, or client service. * Experience in similar roles such as Client Associate, Operations ...
This is an excellent opportunity to work in one of the fastest-growing segments of financial services while gaining exposure to both Broker Dealer and RIA operations. In this role, you will support ...
This is an excellent opportunity to work in one of the fastest-growing segments of financial services while gaining exposure to both Broker Dealer and RIA operations. In this role, you will support ...
Responsibilities of the Operations Manager (RIA): · Oversee day-to-day office operations and ensure smooth workflow across departments. · Manage and supervise the operations and case processing ...
Quick apply
Responsibilities of the Operations Manager (RIA): · Oversee day-to-day office operations and ensure smooth workflow across departments. · Manage and supervise the operations and case processing ...
Responsibilities of the Operations Manager (RIA): • Oversee day-to-day office operations and ensure smooth workflow across departments. • Manage and supervise the operations and case processing ...
Responsibilities of the Operations Manager (RIA): • Oversee day-to-day office operations and ensure smooth workflow across departments. • Manage and supervise the operations and case processing ...
Requirements What We're Looking For * 3+ years of experience in wealth management, financial services, RIA operations, or client service. * Experience in similar roles such as Client Associate ...
Requirements What We're Looking For * 3+ years of experience in wealth management, financial services, RIA operations, or client service. * Experience in similar roles such as Client Associate ...
Engage in multiple RIA operations disciplines and support efforts across team functions. * Participate in cross-organizational improvement projects that drive efficiencies and scale for both TAN and ...
Engage in multiple RIA operations disciplines and support efforts across team functions. * Participate in cross-organizational improvement projects that drive efficiencies and scale for both TAN and ...
Ria Operations information
See salary details
$39.9K is the 25th percentile. Wages below this are outliers.
$31.5K - $41K
28% of jobs
$41K - $50.6K
13% of jobs
$50.6K - $60.1K
5% of jobs
The median wage is $68.5K / yr.
$60.1K - $69.7K
4% of jobs
$69.7K - $79.2K
5% of jobs
$79.2K - $88.8K
7% of jobs
$88.8K - $98.3K
7% of jobs
$101.7K is the 75th percentile. Wages above this are outliers.
$98.3K - $107.9K
13% of jobs
$107.9K - $117.4K
9% of jobs
$117.4K - $127K
3% of jobs
$127K - $136.5K
4% of jobs
$31.5K
$77.3K
$136.5K
How much do ria operations jobs pay per year?
What are some common challenges faced in a Ria Operations role, and how can I prepare for them?
What are the key skills and qualifications needed to thrive as a Ria Operations specialist, and why are they important?
What are Ria Operations?

Other
Posted 5 days ago
Job description
Our client, a rapidly growing Registered Investment Advisor (RIA) in the Tampa Bay area, is seeking a highly organized and proactive Operations Associate to join their team. This is a unique opportunity for an operations-minded professional to gain broad exposure to the inner workings of a growing wealth management firm while working directly alongside the Chief Operating Officer.
The Operations Associate will play a key role in supporting the firm's day-to-day operations, helping drive organizational efficiency, supporting compliance initiatives, coordinating administrative functions, and contributing to the infrastructure needed to support continued growth. This position offers exceptional visibility across all aspects of the business and is ideal for someone looking to build a long-term career in RIA operations and management.
Key Responsibilities
- Partner directly with the COO on a wide range of operational, administrative, and strategic initiatives.
- Support day-to-day office operations and help maintain an efficient, organized work environment.
- Assist with firm compliance processes, regulatory filings, audits, and documentation management.
- Coordinate vendor relationships, office services, technology providers, and operational resources.
- Manage administrative workflows, internal processes, and operational projects across the firm.
- Assist with onboarding new employees and maintaining operational procedures and documentation.
- Support business continuity, recordkeeping, and operational risk management initiatives.
- Help monitor and improve operational processes to enhance efficiency and scalability.
- Coordinate meetings, manage schedules, and assist with internal communications and special projects.
- Collaborate with advisors, client service professionals, and leadership to support firm-wide initiatives.
- Provide general administrative and operational support as needed in a fast-paced, growth-oriented environment.
Qualifications
- Bachelor's degree preferred but not required.
- 3+ years of experience within a Registered Investment Advisor (RIA), investment management firm, financial services organization, or related professional services environment.
- Experience in an operations, office management, administrative assistant, executive assistant, client service, or similar support role.
- Exceptional organizational skills and attention to detail.
- Strong written and verbal communication abilities.
- Ability to manage multiple priorities and adapt to changing business needs.
- Self-starter with a willingness to take ownership and learn new areas of the business.
- Strong proficiency with Microsoft Office Suite and business productivity tools.