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Ria Operations Jobs in Connecticut (NOW HIRING)

iCapital

National Accounts - Vice President

Greenwich, CT · On-site

$160K - $190K/yr

... and operational due diligence. * Collaborate seamlessly with iCapital research teams and GP ... Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and ...

iCapital

National Accounts - Vice President

Greenwich, CT · On-site +1

$160K - $190K/yr

... and operational due diligence. * Collaborate seamlessly with iCapital research teams and GP ... Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and ...

The Network 101

Junior Relationship Manager

Newtown, CT · On-site

$60K - $85K/yr

This is open to training the right individual who is coming from Operations in Financial services ... banks, brokerages/RIA, wealth managers, leading banks, non-profits, and other institutions ...

iCapital

Client Delivery, Team Lead

Stamford, CT · On-site

$85K - $125K/yr

Establish operational effectiveness through the development and adoption of policies, procedures ... Experience with RIA/Wealth Management Policies, Procedures and Client Service * Experience working ...

iCapital

Client Delivery Team Lead

Stamford, CT · On-site

$85K - $125K/yr

Establish operational effectiveness through the development and adoption of policies, procedures ... Experience with RIA/Wealth Management Policies, Procedures and Client Service * Experience working ...

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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 Connecticut?

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

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

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

Ria Operations jobs near you
Infographic showing various Ria Operations job openings in Connecticut as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Hybrid job distribution.

National Accounts - Vice President

Greenwich, CT • On-site

iCapital
See more jobs at iCapitalexternal

$160K - $190K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

About the Role
iCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business and implement iCapital's alternative investment product placement and management along with focused distribution efforts, across strategically important RIA or independent broker dealer relationships. This will include carrying out the National Accounts strategy, developing client business plans, monitoring success of client business plan, across home office, field sales force, value-add programs, and implementing top-down sales initiatives in collaboration with internal iCapital partners and home office leadership and sales teams.
The ideal candidate has a strong background in investment products and can work with clients on alternative investment product placements, firm level marketing initiatives, and service level requests to drive sales. This position will report to the Head of Alternatives Distribution National Accounts and will work closely with our field-based regional sales teams.
Responsibilities
  • Lead research engagement for new and existing mandates to deliver industry leading due diligence experience to iCapital white label research teams.
  • Cultivate strong and trust-based relationships with Research teams at all levels of leadership, analysts, and operational due diligence.
  • Collaborate seamlessly with iCapital research teams and GP partners to ensure continuous alignment on current views, pipeline, strategy placement and industry trends.
  • Become a trusted partner to key clients and work with iCapital Enterprise level relationship managers to deliver a unified best-in-class client and advisor experience.
  • Own product and platform rollouts coordinating across internal partners, general partners, key clients, and iCapital regional sales team members to maximize sales opportunity.
  • Create and maintain active SWOT documentation for each key client and establish routines to support each relationship.
  • Develop key client collateral, independent of or in partnership with iCapital's Marketing team to support our field-based sales efforts.
  • Document all client focused activities via CRM (Salesforce).
  • Build and strengthen relationships through contact frequency including comprehensive face-to-face, phone, and electronic contact with key decision-makers and points of influence at firms to increase our influence at various firm levels.
  • Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales and asset retention.
  • Participate in harmonizing strategy and tactics and distribution opportunities for initiatives for assigned firms.
Qualifications
  • 10+ years of experience placing complex products with RIAs and Independent firms
  • Bachelor's degree is required
  • Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and research perspective. Intermediate knowledge of alternative investment products and asset classes
  • Able to influence and persuade others, bridge differences, and build consensus towards a common goal or objective is critical
  • Strong leadership and communication skills with the ability to work collaboratively with key internal relationships and external partners
  • Marketing and analytical skills are required to implement research coverage and top-down strategic plan to execute overall business plan
  • Strong sales skills, with history in a consultative sales process
  • Able to multi-task and maintain a positive attitude and high-performance level with demanding and time sensitive initiatives
  • Excellent verbal and written communication and strong presentation skills
  • Series 7 and 63 licenses are required
  • Willingness to travel up to 50% of the time for key client support and business development activities
Benefits
The base salary range for this role is $160,000 to $190,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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