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Vice President Ria Firm Jobs in Indiana (NOW HIRING)

Centra

VP Finance

Columbus, IN

The VP Finance is responsible for strategic management of organizational financial risk. This ... firm to understand portfolio composition, risk, cash flows, and pending/upcoming balance sheet ...

Centra

VP Finance

Columbus, IN · On-site

The VP Finance is responsible for strategic management of organizational financial risk. This ... firm to understand portfolio composition, risk, cash flows, and pending/upcoming balance sheet ...

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Vice President Ria Firm information

What are the key skills and qualifications needed to thrive as a Vice President at a RIA (Registered Investment Advisor) firm, and why are they important?

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 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 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.

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Vice President Ria Firm jobs near you

Vice President, Sales

Connected Manufacturing

Indianapolis, IN • On-site, Remote

$250K - $300K/yr

Full-time

Posted 18 days ago

Job description

Vice President of Sales (Player-Coach)
Connected Manufacturing
Connected Manufacturing is hiring a hands-on revenue leader to build and scale our commercial engine as we enter our next phase of growth.
We are a $5.5M digital manufacturing and consulting firm working with mid-market and enterprise manufacturers to deliver PLM, MES/MOM, IIoT, and Industry 4.0 transformation programs.
Why This Role Exists
We have strong delivery capability and established client relationships-but we have not yet built a predictable, scalable revenue engine. This role exists to change that.
The Vice President of Sales will be responsible for:
  • Building pipeline from the ground up
  • Personally leading and closing enterprise deals
  • Establishing a repeatable go-to-market motion
  • Scaling the revenue function over time
  • This is a player-coach role. You will both sell and build.
What You'll Do
  • Personally drive new business development and close enterprise deals ($250K-$1M+)
  • Build and manage a $15M-$20M+ pipeline
  • Develop and refine go-to-market strategy for manufacturing clients
  • Establish a repeatable sales motion and forecasting discipline
  • Leverage industry relationships, partners, and networks to generate demand
  • Align closely with delivery to ensure successful execution and margin discipline
  • Build and lead the future sales organization
  • What Success Looks Like
  • First 12 Months:
  • Build $20M+ qualified pipeline
  • Close $3M-$4M in new and expansion revenue
  • Establish a repeatable enterprise sales motion
  • Lay the foundation for a scalable sales organization
Who This Role Is For
  • You have personally closed $2M-$5M+ annually in complex enterprise deals
  • You have experience in manufacturing technology, industrial software, or consulting
  • You are comfortable selling into COO, VP Operations, Engineering, and IT stakeholders
  • You thrive in building from scratch-not just managing an existing team
  • You are equally comfortable in the boardroom and in the deal room
This Role Is Not For:
  • Leaders who primarily manage teams but do not sell
  • Candidates who rely on large existing pipelines or SDR organizations
  • Executives seeking a purely strategic or oversight role
Compensation
  • Base Salary: $160K-$190K
  • Target OTE: $250K-$300K
  • Significant upside through performance accelerators
  • Equity or long-term incentives available for the right candidate
  • Compensation for this position is competitive and will be commensurate with the candidate's qualifications, executive experience, demonstrated track record, and relevant industry expertise, while also taking into consideration current market compensation data and geographic location.
Location
Fully Remote (U.S. East Coast, UK, or Ireland preferred)
Why Join Connected Manufacturing
  • Opportunity to build the revenue engine from the ground up
  • Direct partnership with the CEO and executive team
  • High-impact role shaping the next phase of company growth
  • Exposure to large-scale digital manufacturing transformation programs
  • Clear path to evolving into a CRO role as the company scales
Equal Employment Opportunity (EEO) Statement: Connected Manufacturing is an equal opportunity employer. We offer a welcoming and inclusive environment in service to one another, our projects, the diverse consumers we represent, and the global communities in which we work and call home. We do all of this with kindness, empathy, and respect for each other.

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