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Ria Operations Jobs in Ohio (NOW HIRING)

Sequoia Financial Group Llc

Wealth Advisor

Dublin, OH · On-site

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... Coordinate the execution of trade orders with our investment operations team. * Develop a deeper ...

RIA Recruiting

Financial Advisor

Independence, OH

$125K - $175K/yr

Lead client meetings with the plan to take over client relationships over time * Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client ...

NeoDym Technologies

Envestnet SME

Cleveland, OH · On-site

$53 - $55/hr

Guide DevOps and cloud teams to ensure smooth CI/CD pipelines and cloud-native deployments ... RIA platforms . * Strong understanding of Envestnet data models, managed accounts, UMA/SMAs ...

Truepoint Wealth Counsel

Associate Trader

Blue Ash, OH · On-site

$14.50 - $19.25/hr

Bachelor's degree in Finance, Economics, Accounting, or equivalent experience on a back office operations team for an RIA. * Orion experience preferred * Self-motivated to work both collaboratively ...

Ohio Gratings, Inc

Electrical Controls Engineer

Massillon, OH · On-site

$73K - $97K/yr

... operations to new heights. With a focus on safety and troubleshooting, you'll be the backbone of ... Knowledge of NEC, NFPA 70E, NFPA 79, and RIA standards * Excellent oral and written communication ...

Seifert Engineering

Electrical Controls Engineer

Massillon, OH · On-site

$73K - $97K/yr

... operations to new heights. With a focus on safety and troubleshooting, you'll be the backbone of ... Knowledge of NEC, NFPA 70E, NFPA 79, and RIA standards * Excellent oral and written communication ...

Tower International

Controls Engineer

Bellevue, OH

$78K - $101K/yr

Support operations in electrical/controls troubleshooting and continuous improvement activities ... awareness (RIA and OSHA}. * Knowledge of ANSI standards for presses and assembly machines.

Tower International

Controls Engineer

Bellevue, OH · On-site

$78K - $101K/yr

Support operations in electrical/controls troubleshooting and continuous improvement activities ... awareness (RIA and OSHA}. * Knowledge of ANSI standards for presses and assembly machines.

Sequoia Financial Group Llc

Portfolio Strategist

Dublin, OH · On-site

$117K - $151K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... Transition onboarded relationships to the Investment Operations team, which owns ongoing portfolio ...

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Ria Operations information

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 the key skills and qualifications needed to thrive as a Ria Operations specialist, and why are they important?

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 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 popular job titles related to Ria Operations jobs in Ohio? For Ria Operations jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Ria Operations jobs in Ohio look for? The top searched job categories for Ria Operations jobs in Ohio are:
What cities in Ohio are hiring for Ria Operations jobs? Cities in Ohio with the most Ria Operations job openings:
Ria Operations jobs near you
Infographic showing various Ria Operations job openings in Ohio as of July 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 94% In-person, and 6% Hybrid job distribution.

Operations Specialist

Stratos Wealth Partners

Beachwood, OH • On-site

$60K - $62K/yr

Full-time

Re-posted 25 days ago

Job description


The Operations Specialist will report directly to the Director of Operations. The Operations Specialist is responsible for providing a wide range of administrative and client support services. They will work closely with advisors and their staff to field inquiries, process transactions, and ensure client requests are resolved timely. The Operations Specialist also works closely with various departments within Stratos. The Operations Specialist also plays a key role in risk management, identifying items that require urgent attention, and ensuring items are responded to timely.
Job Responsibilities
  • Provide client service to our Stratos financial advisors and asset management partners.
  • Work with multiple custodians to facilitate any operational functions such as new account opening, transfers, money movements, etc.
  • Serve as a subject matter expert on all custodial platforms.
  • Service Insurance & Annuity related requests assigned to the House Brokerage Program.
  • Display problem solving abilities and facilitate any escalations necessary with the various custodians.
  • Serve as an internal resource for account servicing, custodian-related inquiries, and the House Brokerage Program.
  • Identify and resolve client issues promptly.
  • Provide resolution to complex issues.
  • Assist with the licensed and non-licensed onboarding of advisors and their staff.
  • Contribute to the development and implementation of new processes and procedures.
  • Stay up to date on industry knowledge and best practices.
  • Build and maintain positive relationships with clients and colleagues.
  • Work independently and as part of a team.
  • Meet deadlines and maintain strong attention to detail.
  • Provide front desk coverage as needed.

  • Bachelor's degree in business administration, finance, or related field.
  • FINRA Series 7 and 63 preferred.
  • 2+ years of experience in client service or a related field.
  • Strong understanding of financial services terminology and regulations.
  • Proficient in Microsoft Office Suite and other relevant software.
  • Excellent communication, interpersonal, and organizational skills.
  • Detail-oriented and able to multitask.
  • Ability to work independently and take initiative.
  • Positive and enthusiastic attitude.
  • Commitment to providing excellent customer service.
  • Ability to work in a fast-paced environment.
  • 2+ Years of RIA industry experience (preferably with a large RIA).
  • Familiarity with LPL, Fidelity and/or Charles Schwab a plus.
  • CRM experience preferred (Salesforce Experience is a plus).

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