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Senior Ria Firm Jobs in Chicago, IL (NOW HIRING)

Mercer Advisors

Annuity Solutions Director

Chicago, IL · On-site

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... senior stakeholders. KPIs for this role include: * Annuity assets and revenue growth * Advisor ...

Advyzon

Senior Director, Head of Investments

Lisle, IL · On-site

Identify, evaluate, and mitigate risk to AIM and advisory firm clients, arising from trading ... Strong understanding of RIA, TAMP, and custodial operational platforms and workflows. * Experience ...

Advyzon

Senior Director, Head of Investments

Lisle, IL · On-site

Identify, evaluate, and mitigate risk to AIM and advisory firm clients, arising from trading ... Strong understanding of RIA, TAMP, and custodial operational platforms and workflows. * Experience ...

Curi Capital

Senior Director of People

Chicago, IL · On-site

... investment advisory firm (RIA) based in Chicago. We are committed to building meaningful ... Build and Scale Our People Function We're seeking a strategic, hands-on Senior Director of People ...

Mesirow Financial

Senior Wealth Advisor

Chicago, IL

The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937 ... RIA firms. Our advisors provide investment and fiduciary services to individuals, families ...

inlandgroup

Chief Compliance Officer

Oak Brook, IL · On-site

This includes, but is not limited to focus on the RIA, sales, private placements, and SEC ... Advise and direct senior management and staff on all issues concerning compliance rules ...

NorthPoint Search Group

Public Tax Senior

Chicago, IL · On-site

... firm culture. Key Responsibilities: • Review federal and multi-state tax returns. • Research ... CCH, RIA, or Engagement is a plus. • Strong project management, leadership, and communication ...

Quincy Wells Group

Be Seen First

Compliance Associate

Chicago, IL · On-site

$65K - $90K/yr

... working closely with senior leadership across the organization. What You'll Do Core ... RIA leadership to support firm-wide compliance initiatives · Track remediation efforts, open ...

New

Quincy Wells Group

Be Seen First

Compliance Associate

Chicago, IL · On-site

$65K - $90K/yr

... working closely with senior leadership across the organization. What You'll Do Core ... RIA leadership to support firm-wide compliance initiatives · Track remediation efforts, open ...

New

Aprio

Senior Market Strategist

Chicago, IL

$200K - $225K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... RIA) with responsibility for market views and portfolio communication. * Deep fluency in ...

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Senior Ria Firm information

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$25.8K

$82.7K

$168.4K

How much do senior ria firm jobs pay per year?

As of Jul 30, 2026, the average yearly pay for senior ria firm in Chicago, IL is $82,707.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $106,100.00 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 Chicago, IL as of July 2026, with employment types broken down into 82% Full Time, 6% Part Time, 1% Temporary, and 11% Contract. Highlights an 87% Physical, 6% Hybrid, and 7% Remote job distribution, with an average salary of $82,707 per year, or $39.8 per hour.

Associate, RIA Relationship Management (Midwest)

Allocate

Chicago, IL • On-site, Remote

$105K - $130K/yr

Full-time

Re-posted 18 days ago

Job description

THE ROLE
We are hiring a Relationship Associate to help grow Allocate's partnerships with RIAs and wealth advisory firms. Based in the Midwest, you will cover firms across the country.
The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping them build scalable but tailored private markets programs spanning venture, growth equity, private equity, and private credit.
At the core of this is a genuine effort to understand each firm you work with: their investment philosophy, what they are building for their clients, and the principles that shape how they operate. That depth of understanding is what turns a good partnership into a lasting one.
This is a role for someone who is deeply client-centric, curious about private markets, and serious about building a career in the space. Over time, you will take on your own relationships and grow into a full Relationship Manager seat.
WHAT YOU'LL DO
Building new partnerships
  • Identify and engage RIAs, wealth advisory firms, and family offices that could benefit from Allocate's platform and investment capabilities
  • Reach out and follow up thoughtfully across email, calls, LinkedIn, and conferences to start the right conversations
  • Bring Senior Relationship Managers into new firm conversations at the right moment, and work together to understand how Allocate can best serve them
  • Research prospective firms ahead of meetings: their investment philosophy, AUM, alternatives allocation, and the people who make decisions
  • Keep pipeline data accurate so the team always has a clear picture of where things stand

Supporting and deepening firm relationships
  • Work alongside Relationship Managers on active firm partnerships: preparing materials, tracking commitments, and making sure nothing gets missed
  • Guide new firms through onboarding onto Allocate's platform and help them navigate curated investment opportunities
  • Coordinate webinars, events, and roundtables that bring value to existing and prospective partner firms
  • Serve as a reliable, responsive presence for the firms you work with, bringing in senior team members when needed
  • Over time, take ownership of your own relationships as you build a track record at Allocate

WHAT WE'RE LOOKING FOR
  • 3-5 years of experience in financial services, wealth management, or asset management. Experience in the RIA channel, alternatives, or a client-facing role is a strong plus
  • Deep comfort with Salesforce as a primary working tool: you can build and maintain a complete, accurate view of a relationship across multiple signals, create reports and dashboards, and use the data to prioritise and make decisions - not just log activity
  • Strong analytical ability and confidence working with data: you can spot patterns, synthesize information from different sources, and present a clear picture to the team
  • Demonstrated ability to use AI tools in day-to-day work: whether for research, drafting, analysis, or workflow - you already use them and can show it
  • Strong relationship skills and the ability to hold credible, substantive conversations with senior investment professionals
  • Highly organised and rigorous: you follow up, you take good notes, and you keep shared systems accurate without being asked
  • A high degree of self-direction and ownership, and comfort operating in a fast-moving, entrepreneurial environment
  • Ambition to build a long-term career in private markets, with this role as the starting point

NICE TO HAVE
  • Series 65 or 66 (or willingness to obtain)
  • CFA or CAIA designation, or currently in progress
  • Working knowledge of alternative investment structures and products
  • Experience coordinating client events or industry conferences

WHY JOIN ALLOCATE
  • Work directly with some of the most sophisticated platforms in wealth management
  • Help build the infrastructure powering private markets in the RIA channel
  • Join a team of builders focused on client experience, operational rigor, and problem-solving
  • Shape how the next generation of wealth platforms invests in private markets

Apply