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Ria Jobs in Raleigh, NC (NOW HIRING)

Envestnet

Senior Legal Counsel

Raleigh, NC · On-site

$135K - $184K/yr

Support registered investment adviser (RIA) legal and regulatory matters, including policies and procedures, filings, examinations, and ongoing compliance guidance in partnership with Legal ...

NorthPoint Search Group

Public Tax Senior

Raleigh, NC · On-site

... RIA, or Engagement is a plus. • Strong project management, leadership, and communication skills with a sense of urgency. If you're interested in learning more about this opportunity or would like ...

NorthPoint Search Group

Tax Senior

Raleigh, NC · On-site

... CCH, RIA, or Engagement is a plus. • Strong project management, leadership skills, urgency, and commitment to exceptional client service. If you're interested in learning more about this ...

Hilltop Wealth Advisors, LLC

Sales Advisor

Chapel Hill, NC · On-site

$150K - $200K/yr

Overview Hilltop Wealth Advisors is growing, and we're seeking a growth-focused Sales Advisor to help expand our impact as we scale toward a $1B+ multi-office RIA. This role is ideal for an advisor ...

Frost PLLC

Senior Tax Manager

Raleigh, NC · On-site

Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research software. * Ability to work extended hours during busy seasons. What is in it for you? * Hybrid ...

Frost PLLC

Senior Tax Manager

Raleigh, NC · On-site

Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research software. * Ability to work extended hours during busy seasons. What is in it for you? * Hybrid ...

Simplicity Group Holdings

Be Seen First

Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

We are a growing independent Registered Investment Advisory (RIA) firm committed to providing exceptional financial planning and investment management services to individuals, families, and business ...

Frost PLLC

Senior Tax Manager

Raleigh, NC · On-site +1

Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research software. * Ability to work extended hours during busy seasons. What is in it for you? * Hybrid ...

Advyzon

Technical Consultant - North Hills, NC

Raleigh, NC · On-site

$75K - $85K/yr

Knowledge of Registered Investment Advisor (RIA) or Broker Dealer operations * Experience implementing SaaS software platforms * Familiarity with CRM systems, portfolio management software, reporting ...

Frost PLLC

Senior Tax Manager

Raleigh, NC · On-site

Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research software. * Ability to work extended hours during busy seasons. What is in it for you? * Hybrid ...

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All JobsRia JobsRia Jobs in Raleigh, NC

Ria information

See Raleigh, NC salary details

$36.6K

$133.5K

$237.9K

How much do ria jobs pay per year?

As of Aug 4, 2026, the average yearly pay for ria in Raleigh, NC is $133,499.00, according to ZipRecruiter salary data. Most workers in this role earn between $98,400.00 and $163,300.00 per year, depending on experience, location, and employer.

What is a RIA?

A Ria job typically refers to a position at Ria Money Transfer, a global company specializing in money remittance services. Employees in Ria roles may work in customer service, compliance, operations, or finance, assisting customers with sending and receiving money securely. Responsibilities vary based on the position but often include handling transactions, verifying identities, and ensuring regulatory compliance. Ria employees play a key role in providing fast and secure international money transfers.

What is the difference between Ria vs Loan Officer?

AspectRiaLoan Officer
CredentialsTypically requires licensing, registration, and sometimes certifications like NMLSRequires licensing, NMLS registration, and often similar certifications
Work EnvironmentWorks in financial services, often in offices or remotely, handling money transfersWorks in banks, mortgage companies, or lending institutions, advising clients on loans
Industry UsageUsed in money transfer and remittance servicesUsed in banking and mortgage lending sectors
Search & Comparison IntentPeople compare Ria with other money transfer rolesPeople compare Loan Officer with similar lending roles

While both Ria and Loan Officer roles involve financial services, Ria primarily focuses on international money transfers, whereas Loan Officers specialize in helping clients secure loans. Both roles require licensing and work within the financial industry, but their daily tasks and employer environments differ significantly.

What are the key skills and qualifications needed to thrive as a RIA, and why are they important?

To thrive as a Registered Investment Advisor (RIA), you need a solid background in finance or economics, relevant licensure (such as passing the Series 65 exam), and a thorough understanding of investment strategies and regulations. Familiarity with portfolio management software, financial planning tools, and compliance systems is typically required. Exceptional interpersonal skills, ethical judgment, and effective communication set top RIAs apart when building client relationships. These competencies are essential for providing sound investment advice, maintaining regulatory compliance, and fostering client trust and retention.

What are some typical challenges faced by RIA professionals when managing client portfolios?

RIA professionals often encounter challenges such as aligning client investment goals with appropriate strategies, staying compliant with evolving regulatory requirements, and communicating complex financial concepts to clients with varying levels of investment knowledge. Additionally, RIAs must remain vigilant about market fluctuations and adapt portfolios to manage risk while pursuing growth. Building and maintaining trust through transparent, consistent communication is also an essential part of the role.

What does a RIA do?

A Ria, which commonly refers to a Registered Investment Advisor, is a professional or firm that provides financial advice and manages investment portfolios for clients. RIAs are registered with the SEC or state regulators and have a fiduciary duty to act in the best interests of their clients. They offer personalized financial planning, retirement strategies, and investment management services, often charging a fee based on assets under management. Their goal is to help clients achieve their financial objectives through tailored advice and prudent investment decisions.
What are popular job titles related to Ria jobs in Raleigh, NC? For Ria jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Ria jobs in Raleigh, NC look for? The top searched job categories for Ria jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Ria jobs? Cities near Raleigh, NC with the most Ria job openings:
Ria jobs near you
Infographic showing various Ria job openings in Raleigh, NC as of July 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 84% In-person, 8% Hybrid, and 8% Remote job distribution, with an average salary of $133,499 per year, or $64.2 per hour.

Relationship Manager - Financial Services, North Hills, NC

Advyzon

Raleigh, NC • On-site

Full-time

Posted 12 days ago

Job description

About Advyzon
Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.

Role Overview
The Relationship Manager is responsible for driving retention, adoption, and positive client health outcomes across Advyzon’s Core RIA client segment. The primary objective of this role is to ensure that each firm in their portfolio is successful on the Advyzon platform and realizing ongoing value.
This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive relationship management at scale. This role plays a critical part in maintaining strong client health, increasing platform adoption, and reducing preventable churn.
The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end. This individual must be comfortable coordinating across multiple internal teams (Support, Consulting, Product, Sales) to ensure client needs are addressed quickly and effectively.
Success in this role requires someone who takes ownership of their book of business, acts with urgency, and consistently takes initiative to drive outcomes for clients. Industry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level.
Key Responsibilities
Portfolio Ownership & Client Health
  • Own and manage a portfolio Core RIA client relationship.
  • Maintain a structured engagement cadence based on firm size, complexity, and health score.
  • Monitor client health indicators including:
    • Product adoption and usage depth
    • Engagement trends
    • Support patterns and recurring friction
    • CSAT/NPS feedback
    • Renewal timing
  • Proactively identify risk signals and execute retention strategies before issues escalate.
  • Serve as the primary relationship-level contact for assigned firms.
Adoption & Value Realization
  • Drive increased adoption of key platform capabilities including:
    • Performance Reporting
    • Trading
    • CRM
    • Client Portal
    • Financial Planning
    • Auria / AIM (as applicable)
  • Conduct scaled business reviews (virtual QBRs or structured check-ins depending on account tier).
  • Lead value-based conversations focused on workflow efficiency, advisor productivity, and firm growth.
  • Share best practices tailored specifically to RIA operating models.
Renewals & Retention
  • Own renewal conversations for assigned Core RIA accounts.
  • Maintain high renewal rates through proactive value reinforcement.
  • Develop structured save plans for at-risk accounts.
  • Identify firms that may qualify for Enterprise segmentation as they scale.
Growth & Expansion
  • Identify and pursue expansion opportunities including:
    • Additional accounts or households
    • Additional advisor teams within a firm
    • Cross-sell of new Advyzon products
  • Partner with Sales for larger expansion motions when appropriate.
  • Drive net revenue retention through disciplined portfolio management.
Scaled Engagement & Operational Discipline
  • Execute a tiered engagement model (e.g., high-touch, mid-touch, tech-touch).
  • Use CRM, reporting dashboards, and automation tools to manage volume efficiently.
  • Conduct group webinars, office hours, or product update sessions for Core RIA clients.
  • Maintain accurate account documentation and renewal forecasting.
Cross-Functional Collaboration
  • Partner closely with:
    • Support to identify recurring issues impacting retention.
    • Consulting to ensure strong onboarding-to-relationship handoffs.
    • Product to provide structured RIA feedback.
    • Sales to coordinate expansion opportunities.
  • Escalate high-risk or complex accounts to the Director, Client Success as needed.
Success Metrics (KPIs)
Client Health & Experience
  • CSAT trends across Core RIA portfolio
  • NPS contribution from Core segment
  • Feature adoption rates
  • Engagement coverage (% of accounts with documented proactive outreach)
Retention & Revenue
  • Gross Renewal Rate
  • Net Revenue Retention (NRR)
  • Churn rate within Core RIA portfolio
  • Expansion ACV from assigned accounts
Operational Effectiveness
  • Portfolio coverage rate per quarter
  • Renewal forecasting accuracy
  • Account plan completion rate (where applicable)
  • Timely follow-up and documentation in CRM

Compensation
$70k-$100k, all in
This is a hybrid position at our North Hills/Raleigh location.

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