VP Client Development
Manhattan, NY ยท Hybrid
Prominent Investment Management frim in Manhattan seeks a VP to take on a leadership role within ... management/RIA firm with exposure to high net worth clients and large, complex portfolios.
Manhattan, NY ยท Hybrid
Prominent Investment Management frim in Manhattan seeks a VP to take on a leadership role within ... management/RIA firm with exposure to high net worth clients and large, complex portfolios.
Manhattan, NY ยท Hybrid
Prominent Investment Management frim in Manhattan seeks a VP to take on a leadership role within ... management/RIA firm with exposure to high net worth clients and large, complex portfolios.
New York, NY ยท On-site
Prominent Investment Management frim in Manhattan seeks a VP to take on a leadership role within ... management/RIA firm with exposure to high net worth clients and large, complex portfolios.
New York, NY ยท On-site
Prominent Investment Management frim in Manhattan seeks a VP to take on a leadership role within ... management/RIA firm with exposure to high net worth clients and large, complex portfolios.
Maintain and expand financial advisor relationships, especially in the RIA, wirehouse and private ... Ability to collaborate across the firm EDUCATION and/or EXPERIENCE : * Required Education: Bachelor ...
Maintain and expand financial advisor relationships, especially in the RIA, wirehouse and private ... Ability to collaborate across the firm EDUCATION and/or EXPERIENCE : * Required Education: Bachelor ...
Dallas, TX ยท On-site
$124.60K - $167.20K/yr
TDP Confidential Portfolio Company Private Equity Firm Overview Tyree & D'Angelo Partners ("TDP ... The Company is a rapidly growing Registered Investment Advisor ("RIA"), focused primarily on ...
Dallas, TX ยท On-site
$124.60K - $167.20K/yr
TDP Confidential Portfolio Company Private Equity Firm Overview Tyree & D'Angelo Partners ("TDP ... The Company is a rapidly growing Registered Investment Advisor ("RIA"), focused primarily on ...
$124.60K - $167.20K/yr
TDP Confidential Portfolio Company Private Equity Firm Overview Tyree & D'Angelo Partners ("TDP ... The Company is a rapidly growing Registered Investment Advisor ("RIA"), focused primarily on ...
$124.60K - $167.20K/yr
TDP Confidential Portfolio Company Private Equity Firm Overview Tyree & D'Angelo Partners ("TDP ... The Company is a rapidly growing Registered Investment Advisor ("RIA"), focused primarily on ...
The Senior Vice President (SVP), Marketing is responsible for leading the strategic direction ... Dealer and RIA channels. * Identify opportunities to elevate the firm's brand, market ...
The Senior Vice President (SVP), Marketing is responsible for leading the strategic direction ... Dealer and RIA channels. * Identify opportunities to elevate the firm's brand, market ...
The Senior Vice President (SVP), Marketing is responsible for leading the strategic direction ... Dealer and RIA channels. * Identify opportunities to elevate the firm's brand, market ...
The Senior Vice President (SVP), Marketing is responsible for leading the strategic direction ... Dealer and RIA channels. * Identify opportunities to elevate the firm's brand, market ...
Irvine, CA ยท On-site +1
... RIA) channels. This role focuses on managing and growing an assigned book of relationships ... Identifies and pursues new firm relationships to expand the Companys distribution footprint.
Irvine, CA ยท On-site +1
... RIA) channels. This role focuses on managing and growing an assigned book of relationships ... Identifies and pursues new firm relationships to expand the Companys distribution footprint.
Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role Overview DPL ... Own and grow relationships with large RIA firms ($1B-$50B+ AUM) within an assigned territory
Quick apply
Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role Overview DPL ... Own and grow relationships with large RIA firms ($1B-$50B+ AUM) within an assigned territory
Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role Overview DPL ... Own and grow relationships with large RIA firms ($1B-$50B+ AUM) within an assigned territory
Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role Overview DPL ... Own and grow relationships with large RIA firms ($1B-$50B+ AUM) within an assigned territory
Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role Overview DPL ... Own and grow relationships with large RIA firms ($1B-$50B+ AUM) within an assigned territory
Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role Overview DPL ... Own and grow relationships with large RIA firms ($1B-$50B+ AUM) within an assigned territory
Nashville, TN ยท On-site
Works closely with the VP, RIA Sales to develop an appropriate business plan to maximize territorial sales. * Conducts product and sales training through individual and group training sessions ...
Nashville, TN ยท On-site
Works closely with the VP, RIA Sales to develop an appropriate business plan to maximize territorial sales. * Conducts product and sales training through individual and group training sessions ...
Nashville, TN ยท On-site +1
Works closely with the VP, RIA Sales to develop an appropriate business plan to maximize territorial sales. * Conducts product and sales training through individual and group training sessions ...
Nashville, TN ยท On-site +1
Works closely with the VP, RIA Sales to develop an appropriate business plan to maximize territorial sales. * Conducts product and sales training through individual and group training sessions ...
Ladera Ranch, CA ยท On-site +1
... RIA) channels. This role focuses on managing and growing an assigned book of relationships ... Identifies and pursues new firm relationships to expand the Company's distribution footprint.
Ladera Ranch, CA ยท On-site +1
... RIA) channels. This role focuses on managing and growing an assigned book of relationships ... Identifies and pursues new firm relationships to expand the Company's distribution footprint.
Irvine, CA ยท On-site +1
... RIA) channels. This role focuses on managing and growing an assigned book of relationships ... Identifies and pursues new firm relationships to expand the Company's distribution footprint.
Irvine, CA ยท On-site +1
... RIA) channels. This role focuses on managing and growing an assigned book of relationships ... Identifies and pursues new firm relationships to expand the Company's distribution footprint.
Ladera Ranch, CA ยท On-site
... RIA) channels. This role focuses on managing and growing an assigned book of relationships ... Identifies and pursues new firm relationships to expand the Company's distribution footprint.
Ladera Ranch, CA ยท On-site
... RIA) channels. This role focuses on managing and growing an assigned book of relationships ... Identifies and pursues new firm relationships to expand the Company's distribution footprint.
The firm's senior leadership team has successfully completed more than $40 billion of M&A advisory ... Vice Presidents work directly with Managing Directors during all facets of the M&A advisory ...
Quick apply
The firm's senior leadership team has successfully completed more than $40 billion of M&A advisory ... Vice Presidents work directly with Managing Directors during all facets of the M&A advisory ...
The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... The VP, Sales will be in charge of managing and building upon a book of business for Lion Street ...
The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... The VP, Sales will be in charge of managing and building upon a book of business for Lion Street ...
Austin, TX ยท On-site
The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... The VP, Sales will be in charge of managing and building upon a book of business for Lion Street ...
Austin, TX ยท On-site
The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... The VP, Sales will be in charge of managing and building upon a book of business for Lion Street ...
Boston, MA ยท On-site
$250K/yr
The firm's senior leadership team has successfully completed more than $40 billion of M&A advisory ... Vice Presidents work directly with Managing Directors during all facets of the M&A advisory ...
Boston, MA ยท On-site
$250K/yr
The firm's senior leadership team has successfully completed more than $40 billion of M&A advisory ... Vice Presidents work directly with Managing Directors during all facets of the M&A advisory ...
$43.5K - $64.8K
1% of jobs
$64.8K - $86K
5% of jobs
$86K - $107.3K
14% of jobs
$113.3K is the 25th percentile. Wages below this are outliers.
$107.3K - $128.6K
18% of jobs
The median wage is $142.2K / yr.
$128.6K - $149.9K
19% of jobs
$149.9K - $171.1K
14% of jobs
$180.2K is the 75th percentile. Wages above this are outliers.
$171.1K - $192.4K
11% of jobs
$192.4K - $213.7K
8% of jobs
$213.7K - $235K
4% of jobs
$235K - $256.2K
4% of jobs
$256.2K - $277.5K
2% of jobs
$43.5K
$157.5K
$277.5K
| Aspect | Vice President Ria Firm | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 63, 65/66 licenses, CFP often preferred | Series 7, 63, 65/66 licenses, CFP often preferred |
| Work Environment | Corporate office, team-based, client management | Independent or firm-based, client-facing, advisory |
| Industry Usage | Financial services, wealth management firms | Financial planning, wealth management, investment advising |
The main difference between a Vice President Ria Firm and a Financial Advisor lies in their roles and responsibilities. The Vice President Ria Firm typically holds a leadership position within a firm, overseeing operations and strategy, while a Financial Advisor directly manages client portfolios and provides personalized financial advice. Both roles require similar licenses and certifications, but their focus and work environment differ significantly.

Prominent Investment Management frim in Manhattan seeks a VP to take on a leadership role within their client development function. This role would be responsible for leading the effort to grow the firm's client base and drive revenue growth.
This is a multi-faceted, high exposure role, working directly with the firm's founders, executives, and clients.
This role could be based in either midtown Manhattan or San Francisco, 4 days per week in office.
Responsibilities include
-New client and strategic partnership lead generation, development, engagement, and on-boarding in collaboration with other internal teams.
-Prospect statement review in collaboration with associates and analysts (including balance sheets, estate maps, and performance reports)
-Analytics on ROI of current sales initiatives
-Industry event monitoring (M&A, IPO, liquidity events) with a focus on fundraising
-Enhancement of existing business development tools and sources
-Firm representation at industry events
Qualified candidates should have 10+ years of experience at a major private wealth management/RIA firm with exposure to high net worth clients and large, complex portfolios.
Background in investment banking/investment management analytics and top school educational background preferred
Base salary up to 300k with very competitive incentive/bonus structure.
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Recruiting and staffing services
11 - 50 Employees
NY, US
2011