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Vice President Ria Firm Jobs in Florida (NOW HIRING)

MADRID CPWG

Vice President, PE

Bartow, FL · On-site

Madrid CFTL is a growing engineering firm specializing in geotechnical engineering, construction ... We are seeking an accomplished Vice President to lead our Bartow operations and play a pivotal role ...

Crisis24

Vice President, Finance

Boca Raton, FL · On-site

... solutions firm, serving the world's most influential people, disruptive brands, and prominent ... Reporting to Crisis24's Senior Vice President, Finance, you will own PSG's financial strategy ...

SherlockTalent

VP of Operations / Integrator

Aventura, FL · On-site

$180K - $250K/yr

Job Title: VP of Operations / Integrator Location: Aventura, FL (3 days onsite) Salary: $225,000 ... firm requirement Preferred * Background in medical devices, health tech, or provider network ...

Search Max, Inc

VP, Project Executive

Miami, FL · On-site

... firm 💼 A once-in-a-generation client -- the global headquarters for one of the world's most prominent financial firms 🤝 A true executive seat -- working directly with the EVP of Design ...

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Vice President Ria Firm information

What does a vice president do at a RIA firm?

A Vice President at a Registered Investment Advisor (RIA) firm typically oversees key business operations, manages client relationships, and leads teams or specific departments. Their responsibilities may include strategic planning, business development, compliance oversight, and ensuring the firm meets regulatory standards. They also play a vital role in mentoring staff, implementing firm-wide initiatives, and representing the firm in client or industry engagements. This leadership position is crucial for maintaining the firm's growth, reputation, and adherence to fiduciary responsibilities.

What are the key skills and qualifications needed to thrive as a vice president at a RIA firm?

To thrive as a Vice President at an RIA firm, you need a deep understanding of investment strategies, financial planning, SEC compliance, and a proven track record in wealth management, typically supported by a bachelor's or master's degree in finance or related field and certifications like CFP or CFA. Expertise in portfolio management software, CRM systems, and financial analysis tools is also essential. Outstanding leadership, client relationship management, and strategic communication skills set top performers apart in this role. These competencies are crucial for ensuring regulatory compliance, driving firm growth, and maintaining trusted client relationships in a highly competitive industry.

How does a vice president at a RIA firm typically collaborate with other departments to drive business growth?

A Vice President at a Registered Investment Advisor (RIA) firm actively collaborates with departments such as compliance, portfolio management, client services, and business development. They work closely with these teams to ensure regulatory adherence, deliver tailored investment solutions, and enhance the client experience. By fostering cross-functional communication, the VP helps identify new business opportunities, streamline operational processes, and implement strategic initiatives that support the firm's growth objectives. This collaborative approach is essential for maintaining client trust and staying competitive in a dynamic financial landscape.

What is the difference between Vice President Ria Firm vs Financial Advisor?

AspectVice President Ria FirmFinancial Advisor
CredentialsSeries 7, 63, 65/66 licenses, CFP often preferredSeries 7, 63, 65/66 licenses, CFP often preferred
Work EnvironmentCorporate office, team-based, client managementIndependent or firm-based, client-facing, advisory
Industry UsageFinancial services, wealth management firmsFinancial 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.

What are the most commonly searched types of Ria Firm jobs in Florida?

The most popular types of Ria Firm jobs in Florida are:

What are popular job titles related to Vice President Ria Firm jobs in Florida?

For Vice President Ria Firm jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Vice President Ria Firm jobs in Florida look for?

The top searched job categories for Vice President Ria Firm jobs in Florida are:

What cities in Florida are hiring for Vice President Ria Firm jobs?

Cities in Florida with the most Vice President Ria Firm job openings:

Vice President Ria Firm jobs near you
Infographic showing various Vice President Ria Firm job openings in Florida as of June 2026, with employment types broken down into 66% Full Time, 9% Part Time, and 25% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution.

Vice President, Private Wealth Sales

Miami, FL • On-site

Growth Equity Interview Guide
Education • 1 - 10 employees
Learn more about Growth Equity Interview Guideexternal

$150 - $210/hr

Other

Medical, PTO

Posted 21 days ago

Job description

Hamilton Lane is looking for a dynamic Vice President of Private Wealth Sales who is bilingual in Spanish and English. This role involves driving sales and providing valuable insights to financial advisors and their clients. The ideal candidate will have extensive experience in financial services sales and a strong network in the private wealth sector.

What You’ll Do
  • Drive sales across intermediary private wealth channels.
  • Manage and grow a sales territory through prospecting.
  • Conduct face-to-face meetings and video conferences.
  • Work with senior team members for prospect meetings.
  • Leverage existing relationships for immediate production.
What You Need
  • 7+ years of experience in financial services sales.
  • Strong relationships in RIA, Wirehouses, Private Banks, Family Offices, and Independent Broker Dealers.
  • Proven experience in private markets.
  • Fluent in Spanish and English; Portuguese is a plus.
  • Bachelor’s Degree in Finance, Business, Management, or Communication.
  • Series 6 or 7 and 63 required.
What You’ll Love
  • Access to healthcare and mental health resources.
  • Tuition and certification reimbursement programs.
  • Paid time off to volunteer in your community.
  • Support for new parents and families.
About the Firm
  • Hamilton Lane is a global leader in private markets.
  • They manage approximately $1.0 trillion in assets.
  • The firm values integrity, collaboration, and innovation.
  • They invest heavily in their people and partners.
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