Job Purpose The RIA Support Coordinator provides comprehensive administrative and data management support for writing agents on the RIA Support Desk (RSD) team. The Coordinator maintains accurate ...
Job Purpose The RIA Support Coordinator provides comprehensive administrative and data management support for writing agents on the RIA Support Desk (RSD) team. The Coordinator maintains accurate ...
RIA Support Coordinator
Nashville, TN · On-site +1
Job Purpose The RIA Support Coordinator provides comprehensive administrative and data management support for writing agents on the RIA Support Desk (RSD) team. The Coordinator maintains accurate ...
RIA Support Coordinator
Nashville, TN · On-site +1
Job Purpose The RIA Support Coordinator provides comprehensive administrative and data management support for writing agents on the RIA Support Desk (RSD) team. The Coordinator maintains accurate ...
Trust Portfolio Manager
Eugene, OR · On-site
$64K - $93K/yr
Support account onboarding, investment objective/risk profiling workflows, model selection documentation, and change requests; ensure accurate and complete information is provided to the RIA for ...
Trust Portfolio Manager
Eugene, OR · On-site
$64K - $93K/yr
Support account onboarding, investment objective/risk profiling workflows, model selection documentation, and change requests; ensure accurate and complete information is provided to the RIA for ...
Trust Portfolio Manager
Medford, OR · On-site
$64K - $93K/yr
Support account onboarding, investment objective/risk profiling workflows, model selection documentation, and change requests; ensure accurate and complete information is provided to the RIA for ...
Quick apply
Trust Portfolio Manager
Medford, OR · On-site
$64K - $93K/yr
Support account onboarding, investment objective/risk profiling workflows, model selection documentation, and change requests; ensure accurate and complete information is provided to the RIA for ...
Trust Portfolio Manager
Eugene, OR · On-site
$64K - $93K/yr
Support account onboarding, investment objective/risk profiling workflows, model selection documentation, and change requests; ensure accurate and complete information is provided to the RIA for ...
Quick apply
Trust Portfolio Manager
Eugene, OR · On-site
$64K - $93K/yr
Support account onboarding, investment objective/risk profiling workflows, model selection documentation, and change requests; ensure accurate and complete information is provided to the RIA for ...
RIA Compliance Officer
Manhattan, NY · On-site
SUMMARY The RIA Compliance Officer will support Welltower's registered investment adviser (the "RIA") and oversee the administration of the compliance policies and procedures for the RIA. The RIA ...
RIA Compliance Officer
Manhattan, NY · On-site
SUMMARY The RIA Compliance Officer will support Welltower's registered investment adviser (the "RIA") and oversee the administration of the compliance policies and procedures for the RIA. The RIA ...
RIA Compliance Officer
Manhattan, NY · On-site
SUMMARY The RIA Compliance Officer will support Welltower's registered investment adviser (the "RIA") and oversee the administration of the compliance policies and procedures for the RIA. The RIA ...
RIA Compliance Officer
Manhattan, NY · On-site
SUMMARY The RIA Compliance Officer will support Welltower's registered investment adviser (the "RIA") and oversee the administration of the compliance policies and procedures for the RIA. The RIA ...
The role will support the local Senior Director - Private Wealth Solutions (RIA Distribution), the broader RIA team, and senior leadership to drive sales and AUM growth across direct deals, flagship ...
The role will support the local Senior Director - Private Wealth Solutions (RIA Distribution), the broader RIA team, and senior leadership to drive sales and AUM growth across direct deals, flagship ...
RIA Compliance Officer
Dallas, TX · On-site
SUMMARY The RIA Compliance Officer will support Welltower's registered investment adviser (the "RIA") and oversee the administration of the compliance policies and procedures for the RIA. The RIA ...
RIA Compliance Officer
Dallas, TX · On-site
SUMMARY The RIA Compliance Officer will support Welltower's registered investment adviser (the "RIA") and oversee the administration of the compliance policies and procedures for the RIA. The RIA ...
The role will support the local Senior Director - Private Wealth Solutions (RIA Distribution), the broader RIA team, and senior leadership to drive sales and AUM growth across direct deals, flagship ...
The role will support the local Senior Director - Private Wealth Solutions (RIA Distribution), the broader RIA team, and senior leadership to drive sales and AUM growth across direct deals, flagship ...
RIA Compliance Officer
Manhattan, NY · On-site
SUMMARY The RIA Compliance Officer will support Welltower's registered investment adviser (the "RIA") and oversee the administration of the compliance policies and procedures for the RIA. The RIA ...
RIA Compliance Officer
Manhattan, NY · On-site
SUMMARY The RIA Compliance Officer will support Welltower's registered investment adviser (the "RIA") and oversee the administration of the compliance policies and procedures for the RIA. The RIA ...
RIA Compliance Officer
Manhattan, NY · On-site
SUMMARY The RIA Compliance Officer will support Welltower's registered investment adviser (the "RIA") and oversee the administration of the compliance policies and procedures for the RIA. The RIA ...
RIA Compliance Officer
Manhattan, NY · On-site
SUMMARY The RIA Compliance Officer will support Welltower's registered investment adviser (the "RIA") and oversee the administration of the compliance policies and procedures for the RIA. The RIA ...
The role will support the local Senior Director - Private Wealth Solutions (RIA Distribution), the broader RIA team, and senior leadership to drive sales and AUM growth across direct deals, flagship ...
The role will support the local Senior Director - Private Wealth Solutions (RIA Distribution), the broader RIA team, and senior leadership to drive sales and AUM growth across direct deals, flagship ...
The role will support the local Senior Director - Private Wealth Solutions (RIA Distribution), the broader RIA team, and senior leadership to drive sales and AUM growth across direct deals, flagship ...
The role will support the local Senior Director - Private Wealth Solutions (RIA Distribution), the broader RIA team, and senior leadership to drive sales and AUM growth across direct deals, flagship ...
Willingness and ability to travel extensively in support of RIA relationship development. * FINRA Series 7 license preferred. * Series 65 license preferred. Skills & Abilities * Genuine hunter ...
Quick apply
Willingness and ability to travel extensively in support of RIA relationship development. * FINRA Series 7 license preferred. * Series 65 license preferred. Skills & Abilities * Genuine hunter ...
SUMMARY The RIA Compliance Officer will support Welltower's registered investment adviser (the "RIA") and oversee the administration of the compliance policies and procedures for the RIA. The RIA ...
SUMMARY The RIA Compliance Officer will support Welltower's registered investment adviser (the "RIA") and oversee the administration of the compliance policies and procedures for the RIA. The RIA ...
Regional Relationship Manager - RIA
Los Angeles, CA · On-site
$111K - $179K/yr
Develop and implement a business plan in support of sales goals and cover a defined territory (specific set of RIA firms) as the sole relationship manager and sales professional. * Create ...
Regional Relationship Manager - RIA
Los Angeles, CA · On-site
$111K - $179K/yr
Develop and implement a business plan in support of sales goals and cover a defined territory (specific set of RIA firms) as the sole relationship manager and sales professional. * Create ...
Senior RIA Billing Specialist
Austin, TX · On-site
Senior RIA Billing SpecialistLocation: Austin, TX (Hybrid) or USA (Remote)About Three StrandsThree ... Maintain accurate financial records and supporting documentation.Operations & Process ...
Senior RIA Billing Specialist
Austin, TX · On-site
Senior RIA Billing SpecialistLocation: Austin, TX (Hybrid) or USA (Remote)About Three StrandsThree ... Maintain accurate financial records and supporting documentation.Operations & Process ...
Build an RIA from scratch, with full compliance and platform support * Join a family office platform backed by a full accelerator (LevelUp) * Work alongside elite advisors and planning professionals
Quick apply
Build an RIA from scratch, with full compliance and platform support * Join a family office platform backed by a full accelerator (LevelUp) * Work alongside elite advisors and planning professionals
Support RIA Business Development * Partner closely with the Head of RIA Business Development to prioritize target firms and execute the broader RIA growth strategy. * Prepare prospect research ...
Support RIA Business Development * Partner closely with the Head of RIA Business Development to prioritize target firms and execute the broader RIA growth strategy. * Prepare prospect research ...
Ria Support information
See salary details
$10.10 - $11.78
2% of jobs
$11.78 - $13.46
3% of jobs
$13.46 - $15.14
10% of jobs
$16.29 is the 25th percentile. Wages below this are outliers.
$15.14 - $16.83
15% of jobs
The median wage is $18.35 / hr.
$16.83 - $18.51
22% of jobs
$18.51 - $20.19
18% of jobs
$20.77 is the 75th percentile. Wages above this are outliers.
$20.19 - $21.88
14% of jobs
$21.88 - $23.56
7% of jobs
$23.56 - $25.24
5% of jobs
$25.24 - $26.92
2% of jobs
$26.92 - $28.61
1% of jobs
$10
$19
$28
How much do ria support jobs pay per hour?
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For Ria Support jobs, the most frequently searched job titles are:

RIA Support Coordinator
Nashville, TN
Full-time
Re-posted 3 days ago
Key responsibilities
Supports the creation, maintenance, and accuracy of CRM and client records in accordance with FINRA standards.
Updates and tracks case statuses, monitors potential and realized interruptions, and ensures timely follow-up on requirements and documentation.
Prepares and organizes client and advisor documentation, including letters, memoranda, reports, and summaries.
Job description
If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job PurposeThe RIA Support Coordinator provides comprehensive administrative and data management support for writing agents on the RIA Support Desk (RSD) team. The Coordinator maintains accurate client and case records; coordinates documentation; manages CRM updates; and facilitates communication between internal stakeholders, external partners, and advisors. The RIA Support Coordinator ensures smooth operational processes and timely follow-up on case activities, contributing to an efficient and professional experience for all parties involved.Essential Responsibilities- Supports the creation, maintenance, and accuracy of CRM and client records in accordance with FINRA standards related to client and case management.
- Updates and tracks case statuses, monitoring potential and realized interruptions in service and ensuring timely follow-up on outstanding requirements and documentation.
- Prepares and organizes client and advisor documentation, including letters, memoranda, reports, and summaries, ensuring completeness and compliance with company standards.
- Monitors and follows up with ceding carriers to obtain status updates on in-flight cases awaiting funds.
- Works with the Sr. Coordinator to schedule and maintain calendars for writing agents and related stakeholders using Outlook and CRM tools.
- Provides periodic reports and communications regarding required deadlines and outstanding items.
- Establishes, maintains, and updates files and records to ensure data integrity and accessibility.
- Performs other duties and/or projects as assigned.
- Strong verbal and written communication skills.
- Strong organization, project coordination, and problem-solving skills with an ability to coordinate multiple projects simultaneously.
- Strong interpersonal, relationship management, and customer service skills.
- Ability to work in a deadline driven environment with a willingness to be part of a fast-paced, dynamic team.
- Proficient in all Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
- Proficient with Adobe Acrobat suite.
- Ability to create and modify CRM platform dashboards and reports at an intermediate level.
- Comprehensive understanding of compliance policies and FINRA records standards.
- Ability to work independently or collaboratively in a team-oriented environment.
- H.S. Diploma or equivalent (GED) required.
- Associate's Degree preferred.
- 2+ years of experience in an administrative role preferred.
- Experience with CRM platforms preferred.
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.