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Ria Operations Jobs in Virginia (NOW HIRING)

ProspectBlue

Wealth Manager

Richmond, VA · On-site

Growing RIA Seeking Experienced Wealth Management Professionals - Richmond, Virginia Are you a ... Highly competitive advisor payout structure Business transition support and operational ...

Advisor Group

Investment Advisory Counsel

Petersburg, VA · On-site

$250K - $300K/yr

... operations. * Provide guidance on fiduciary obligations, disclosures and advisory business practices. RIA M&A & Integration Leadership * Lead legal aspects of RIA acquisitions, including regulatory ...

Edelman Financial Engines, LLC

Region Manager

Fairfax, VA · On-site

$99K - $132K/yr

Responsible for resolving complex service and operational issues, with best-practice judgment Requirements: * 5-7 years of financial industry experience, specifically in a broker/dealer or RIA ...

Edelman Financial Engines, LLC

Region Manager

Fairfax, VA · On-site

$99K - $132K/yr

Responsible for resolving complex service and operational issues, with best-practice judgment Requirements: * 5-7 years of financial industry experience, specifically in a broker/dealer or RIA ...

Pathstone

Manager, Center for Innovation

Alexandria, VA · On-site

... operational workflows within an RIA or family office environment preferred. * Familiarity with core operational functions such as investment performance reporting, trade execution, account opening ...

WealthCrossing

Associate Advisor

Richmond, VA

Collaborate with Advisors and Operations to ensure seamless onboarding of new client relationships ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

WealthCrossing

Associate Advisor

Richmond, VA · On-site

$75K/yr

Collaborate with Advisors and Operations to ensure seamless onboarding of new client relationships ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

WealthCrossing

Associate Advisor

Richmond, VA · On-site

Collaborate with Advisors and Operations to ensure seamless onboarding of new client relationships ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

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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 Virginia? For Ria Operations jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Ria Operations jobs in Virginia look for? The top searched job categories for Ria Operations jobs in Virginia are:
What cities in Virginia are hiring for Ria Operations jobs? Cities in Virginia with the most Ria Operations job openings:
Ria Operations jobs near you
Infographic showing various Ria Operations job openings in Virginia as of July 2026, with employment types broken down into 82% Full Time, 12% Part Time, 3% Temporary, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.
Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Atlantic Union Bank

Mclean, VA • On-site

$72K - $120K/yr

Other

Posted 28 days ago

Atlantic Union Bank rating

7.8

Company rating: 7.8 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

88th of 170 rated banks

Job description

Description

The Operations Associate/Trader will play a central role in the firm's daytoday trading, portfolio operations, and technology workflows. This individual will serve as the primary equity trader and work closely with the Senior Fixed Income Manager on multiasset execution. The role also partners with the Director of Operations & Technology on systems management, audits, process improvement, and firmwide operational initiatives.

Position Accountabilities

Trading & Portfolio Operations

  • Serve as the primary equity trader for the firm, executing trades accurately and efficiently across client accounts.
  • Coordinate with the Senior Fixed Income Manager on fixed income execution, allocations, and trade workflows.
  • Monitor trade settlements, corporate actions, and reconciliation issues.
  • Support portfolio rebalancing, cash management, and model maintenance.
  • Ensure all trading activity adheres to firm policies, client guidelines, and regulatory requirements.

Technology & Systems

  • Utilize Envestnet Tamarac (or similar portfolio management/trading systems) for trading, reporting, and workflow management.
  • Maintain and enhance CRM processes within Salesforce.
  • Assist with system integrations, data hygiene, and technology optimization across the firm.
  • Collaborate with the Director of Operations & Technology on system upgrades, vendor relationships, and process automation.

Process Improvement & Firmwide Support

  • Participate in ongoing operational projects to improve efficiency, accuracy, and scalability.
  • Assist with internal controls, workflow documentation, and operational risk management.
  • Support periodic audits, compliance reviews, and documentation requests.
  • Provide general support to the operations, portfolio management and client service teams as needed.

Organizational Relationship

This position reports to: The Director of Operations and Technology

Position Qualifications

Education & Experience

  • Bachelor's degree in finance, economics, business, or a related field.
  • 2+ years of experience in the RIA, wealth management, or asset management industry.
  • Hands-on experience with Envestnet Tamarac, Tamarac Trading, or a comparable portfolio management/trading platform.
  • Familiarity with Salesforce CRM
  • Experience working with Schwab and Fidelity custodial platforms.
  • Experience with process automation or operational technology improvements.

Knowledge & Skills

  • Understanding of trading workflows, settlements, and portfolio operations.
  • Advanced proficiency with Microsoft Office Suite, with a strong emphasis on Excel (complex formulas, pivot tables, data manipulation, and workflow optimization).
  • Series 65 license highly desired. A CFP, CFA, CPA or similar designation is strongly preferred, or working toward one.
  • Experience with process automation or operational technology improvements.
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
  • Excellent communication skills and a collaborative mindset.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $72,052--$120,179 This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.


Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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