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Senior Ria Firm Jobs (NOW HIRING)

Mercer Advisors

Senior Research Manager

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... The Senior Research Manager is a key contributor within Mercer Advisors' Portfolio Management Group ...

Mercer Advisors

Senior Research Manager

Denver, CO · On-site +1

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... The Senior Research Manager is a key contributor within Mercer Advisors' Portfolio Management Group ...

Mercer Advisors

Senior Tax Associate (Denver, CO)

Denver, CO · Hybrid

$83K - $104K/yr

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a ...

OnePoint BFG Wealth Partners

Tax Manager

Parsippany, NJ · On-site

$111K - $146K/yr

Qualifications: · Minimum of 8 years of experience as a Tax Manager or Senior Tax Manager in a public accounting firm or RIA. · Experience managing offshore tax team preferred. · Active CPA ...

Mercer Advisors

Senior Tax Associate (Denver, CO)

Denver, CO · On-site +1

$83K - $104K/yr

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a ...

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How much do senior ria firm jobs pay per year?

As of Jul 11, 2026, the average yearly pay for senior ria firm in the United States is $80,287.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $103,000.00 per year, depending on experience, location, and employer.
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Senior Ria Firm jobs near you
Infographic showing various Senior Ria Firm job openings in the United States as of July 2026, with employment types broken down into 85% Full Time, 4% Part Time, and 11% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $80,287 per year, or $38.6 per hour.

Senior RIA Operations Consultant

Concurrent Investment Advisors

San Diego, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

Description
We are seeking a Senior RIA Operations Consultant to play a critical role within the firm’s Centralized Services platform. Our operations team provides expert guidance, training, and relationship-based support that enables advisors to confidently and efficiently operate on Concurrent’s platform.
The Senior RIA Operations Consultant serves as a trusted operational partner to advisors and advisory teams, delivering hands-on support while also driving operational enablement, training, and continuous improvement. This role requires deep knowledge of RIA operations, custodial platforms, and internal systems, combined with strong relationship management and training capabilities.
Success in this role is defined by advisor confidence, operational consistency, and the ability to improve both advisor self-sufficiency and the firm’s overall service model.

Responsibilities
Advisor Enablement and Relationship Management
  • Serve as a trusted operational partner to assigned advisors and advisory teams, building strong relationships based on credibility, accountability, and a deep understanding of advisor business needs.
  • Act as a consistent point of contact for advisors navigating operational questions, platform usage, and change initiatives.
  • Support advisor onboarding and ongoing adoption of Concurrent’s platform by guiding advisors through systems, workflows, and best practices.
  • Promote advisor self-sufficiency by educating advisors on how to effectively utilize centralized services and operational tools.
Operational Expertise and Issue Resolution
  • Provide expert operational support through ticketing systems, phone, and advisor-facing interactions, ensuring timely and accurate resolution of issues.
  • Apply sound operational judgment to distinguish between system issues, process gaps, and advisor training opportunities.
  • Serve as an escalation resource for complex or recurring issues, ensuring appropriate resolution and cross-functional follow-up.
  • Ensure support activities align with regulatory requirements, custodial standards, and firm policies.
Training and Knowledge Enablement
  • Lead structured training initiatives including one-on-one advisor sessions, small group training, and firmwide education related to custodial platforms and internal systems.
  • Identify training gaps based on ticket trends, advisor behavior, and platform usage.
  • Maintain and enhance SOPs, quick-reference guides, and training materials to support consistent advisor knowledge and operational execution.
  • Measure training effectiveness through improved advisor confidence, platform adoption, and reduction of repeat operational issues.
Continuous Improvement and Platform Feedback
  • Identify recurring advisor pain points and operational friction within the platform.
  • Translate advisor feedback into actionable recommendations for workflow improvements, system enhancements, and training initiatives.
  • Partner with Centralized Services, Technology, Practice Synergies, Compliance, and other internal teams to drive scalable improvements.
  • Maintain working knowledge of Concurrent’s evolving technology stack and service model through ongoing cross-training.
Performance and Accountability
  • Meet established KPIs related to response time, issue resolution quality, advisor satisfaction, and documentation accuracy.
  • Participate in regular KPI reporting, skill assessments, and performance reviews.
  • Contribute to special projects once consistent service performance and reliability are demonstrated.

Qualifications
Required
  • Bachelor’s degree in a related field or equivalent relevant experience.
  • Minimum of 8 years of experience in RIA operations, advisor support, or custodial environments.
  • Demonstrated expertise in advisory operations, custodial workflows, and advisor platform support.
Preferred
  • Experience in advisor onboarding, training, or operational enablement roles.
  • Familiarity with centralized service models in a growing RIA platform.
Skills and Competencies
  • Strong understanding of RIA operational workflows and advisor business models.
  • Strong relationship management and advisor-facing communication skills.
  • Ability to translate complex operational concepts into clear and practical guidance.
  • Strong analytical and problem-solving capabilities.
  • High attention to detail and commitment to service quality.
  • Ownership mindset with strong follow-through and accountability.
  • Ability to adapt in a fast-paced environment with evolving systems and processes.
Technology Platforms
Experience with advisory technology and custodial platforms such as Practifi, Black Diamond, Desk365, RAFA, Advisor360, Fidelity, Schwab, Goldman Sachs, and related custodial systems is strongly preferred.
Compensation
The base salary range for this position is $90,000 – $110,000 annually with a semi-annual bonus. Compensation will be determined based on experience, qualifications, and location.
Location and Schedule
This role is based in one of Concurrent’s office locations in Tampa, Florida; Dallas, Texas; or San Diego, California. 
Standard business hours are generally Monday through Friday, 9:00 a.m. to 5:00 p.m., though flexibility outside of standard hours may be required based on business needs. 

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance