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Ria Operations Jobs in Arizona (NOW HIRING)

Trajan Wealth LLC

Financial Analyst

Scottsdale, AZ · On-site

$80K - $90K/yr

... operational reporting across our various platforms. This role reports to the Finance Director and ... Monitor industry trends, market data, and competitive benchmarks relevant to the RIA and wealth ...

Raytheon Technologies

Automation Specialist

Tucson, AZ · On-site

Provide technical expertise in robotic and automation safety, supporting the design, implementation, and operation of robotic systems in accordance with ANSI/RIA R15.06, ISO 10218, and other relevant ...

Raytheon

EH&S Automation Specialist

Tucson, AZ

Provide technical expertise in robotic and automation safety, supporting the design, implementation, and operation of robotic systems in accordance with ANSI/RIA R15.06, ISO 10218, and other relevant ...

Redw Llc

Senior Wealth Advisor (On-Site)

Phoenix, AZ · On-site

$121.26 - $170/hr

... RIA/wealth management operations Why You'll Love Working at REDW Compensation * Salary range: $121,265 - $170,000 (plus eligibility for variable compensation) * Final offer based on location ...

REDW LLC

Senior Wealth Advisor (On-Site)

Phoenix, AZ · On-site

$121K - $170K/yr

Knowledge of RIA/wealth management operations Why You'll Love Working at REDW Compensation * Salary range: $121,265 - $170,000 (plus eligibility for variable compensation) * Final offer based on ...

Kestra Financial, Inc.

Director, Client Service

Tempe, AZ · On-site

$120 - $160/hr

Minimum of 7+ years of experience in client service, contact center operations, financial services, wealth management, or advisor-facing support roles. * Experience in broker-dealer, RIA, wealth ...

Kestra Holdings

Director, Client Service

Tempe, AZ · On-site

Minimum of 7+ years of experience in client service, contact center operations, financial services, wealth management, or advisor-facing support roles. * Experience in broker-dealer, RIA, wealth ...

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Showing results 21-40

All JobsRia Operations JobsRia Operations Jobs in Arizona

Ria Operations information

What is Ria Operations?

Ria Operations typically refer to the functions and processes involved in managing money transfer and remittance services within the Ria Money Transfer company. This includes handling transactions, ensuring compliance with financial regulations, customer service, and supporting the secure and efficient movement of funds across borders. Operations staff work to prevent fraud, resolve customer issues, and maintain smooth workflow within the company. Their role is crucial in delivering reliable and timely remittance services to customers worldwide.

What are the key skills and qualifications needed to thrive as a Ria Operations specialist?

To thrive as a Ria Operations specialist, you need a solid understanding of financial operations, compliance, and transaction processing, often supported by a degree in finance or business administration. Familiarity with payment processing systems, anti-money laundering (AML) compliance tools, and Ria’s proprietary platforms is typically required. Attention to detail, problem-solving skills, and effective communication are crucial soft skills in this role. These competencies ensure accurate, secure, and efficient handling of financial transactions while maintaining regulatory compliance.

What are some common challenges faced in a Ria Operations role, and how can I prepare for them?

In a Ria Operations role, you may frequently encounter challenges related to compliance with international money transfer regulations, managing high transaction volumes, and ensuring accuracy in data processing. Being detail-oriented and staying updated on regulatory changes are critical to overcoming these challenges. Additionally, developing strong communication skills will help you collaborate effectively with compliance teams, customer service, and external partners. Proactively learning about anti-money laundering (AML) and fraud prevention practices can also give you a competitive edge.

What are popular job titles related to Ria Operations jobs in Arizona?

For Ria Operations jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Ria Operations jobs in Arizona look for?

The top searched job categories for Ria Operations jobs in Arizona are:

What cities in Arizona are hiring for Ria Operations jobs?

Cities in Arizona with the most Ria Operations job openings:

Ria Operations jobs near you
Infographic showing various Ria Operations job openings in Arizona as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution.

Financial Analyst

Trajan Wealth LLC

Scottsdale, AZ • On-site

$80K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

About Trajan Wealth
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
The Financial Analyst will serve as a key contributor within Trajan Wealth's Internal Finance Group, supporting strategic decision-making, financial planning, and operational reporting across our various platforms. This role reports to the Finance Director and partners closely with the Finance Director and company executive leadership to analyze business performance, model growth scenarios, and ensure financial data integrity across all entities.
This position is 100% onsite at our corporate headquarters in Scottsdale.
Duties and responsibilities
  • Develop and maintain financial models, forecasts, and multi-scenario analyses to support firm-wide strategic planning and growth initiatives.
  • Prepare monthly, quarterly, and annual reporting, including revenue analysis, margin trends, and develop KPI dashboards.
  • Analyze firm financial performance across business lines, identifying variances, trends, and opportunities for operational improvement.
  • Support budgeting and annual planning processes in partnership with Finance Director and executive leadership.
  • Conduct ad hoc financial analyses to evaluate new business opportunities, revenue streams, and potential investments across Trajan Wealth's growth pillars - including AUM, annuity, private equity, tax, and estate.
  • Support Finance Director with Trajan Tax and Trajan Estate on intercompany financial reporting and divisional performance tracking.
  • Maintain and improve financial reporting, systems, tools, and processes to enhance efficiency and scalability.
  • Monitor industry trends, market data, and competitive benchmarks relevant to the RIA and wealth management space.
  • Support Director with compliance and audit functions with financial documentation and analysis as needed.

Qualifications
Required
  • 5+ years of experience in financial analysis, FP&A, corporate finance, or a related role.
  • Bachelor's degree in Finance or a related field.
  • Strong team player
  • Demonstrated ability to manage competing priorities and deadlines across multiple workstreams simultaneously with high attention to detail
  • Advanced proficiency in Excel financial modeling.
  • Strong command of financial reporting, budgeting, and variance analysis.
  • Demonstrated ability to synthesize complex financial data into clear, executive-ready insights.
  • High attention to detail with a commitment to data accuracy and integrity.
  • Strong written and verbal communication skills.
  • Working knowledge of GAAP accounting principles as applied to financial reporting and consolidation.
  • Proven ability to prepare and present financial analysis including polished PowerPoint or similar presentation materials.
  • Strong cross-functional collaboration skills, with the ability to partner effectively across Tax, Estate, Sales, and Compliance functions.

Preferred
  • Experience with Oracle Netsuite
  • Experience with BI or reporting tools such as Sigma Computing or similar platforms.
  • Experience within an RIA, wealth management firm, or financial services environment.
  • Familiarity with fee-based advisory business metrics, AUM reporting, or revenue-per-advisor analysis.
  • Exposure to multi-entity or multi-division financial consolidation.
  • CFA, CPA, or MBA credential.
  • Experience with SQL or other data querying tools.
  • Familiarity with SEC, FINRA, or other regulatory requirements applicable to Registered Investment Advisors.

Benefits
  • $80,000 to $90,000 base salary plus bonus.
  • 401(k) with company match up to 13%.
  • United Healthcare PPO medical employee coverage paid by the Company.
  • Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefits.
  • Generous PTO and paid holidays.
  • Future career growth opportunity.

Come and join a team that is making a difference in their clients and employee's lives!

Apply