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Vice President Ria Firm Jobs in Michigan (NOW HIRING)

LPL Financial

VP, Business Consultant

Southfield, MI · Remote

$124K - $206K/yr

Create and implement the firm's productivity initiatives * Facilitate completion and implementation of advisor business plans * Implement Client Segmentation, value proposition/mission statement, and ...

LPL Financial

VP, Business Consultant

Troy, MI · Remote

$124K - $206K/yr

Create and implement the firm's productivity initiatives * Facilitate completion and implementation of advisor business plans * Implement Client Segmentation, value proposition/mission statement, and ...

Excelacom

... P/SVP/C-level) within tier 1 telecom or similar clients. * Prior consulting experience - in an agile environment - with a leading strategy firm, consulting practice, or consulting technology firm ...

Ohio Health

Serves as Assistant General Counsel reporting to the Vice President and Associate General Counsel ... law firm, governmental agency, or in-house legal department (or combination thereof) with ...

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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 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.

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.

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 Michigan? The most popular types of Ria Firm jobs in Michigan are:
What are popular job titles related to Vice President Ria Firm jobs in Michigan? For Vice President Ria Firm jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Vice President Ria Firm jobs in Michigan look for? The top searched job categories for Vice President Ria Firm jobs in Michigan are:
What cities in Michigan are hiring for Vice President Ria Firm jobs? Cities in Michigan 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 Michigan as of August 2026, with employment types broken down into 80% Full Time, 9% Part Time, 1% Temporary, and 10% Contract. Highlights an 82% Physical, 8% Hybrid, and 10% Remote job distribution.

Technology Business Operations Specialist

Atwell, LLC

Southfield, MI • On-site

$90K - $106K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Atwell rating

8.7

Company rating: 8.7 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

81st of 441 rated engineering

Job description

Who We Are
Atwell, LLC is a bold leader in the consulting, engineering, and construction services industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets. We have a strong national presence and a diverse, award-winning project portfolio. Atwell is a privately owned company, with 2,000+ passionate team members across 75+ locations and growing!
Atwell, LLC is a proud recipient of the following 2025 awards:
  • Ten consecutive years in a row as a "Best Place to Work" by Zweig Group (#11)
  • Recognized as #70 in the ENR Top 500 Design Firms, ranked in every region
  • Recognized in Crain's "Fast 50" as one of the fastest-growing companies (#14)
  • Recognized as the 2025 ENR Design Firm of the year for the Southeastern US

Job Description
Atwell is seeking a Technology Business Operations Specialist to provide operational and executive support to our Technology Leadership Team and Vice President of Technology. This role will help drive the day-to-day effectiveness of Technology Services by coordinating priorities, supporting technology initiatives, maintaining departmental operations, and improving communication across the organization.
This is not a traditional Executive Assistant position. While executive support is an important component of the role, the successful candidate will also be comfortable working with technology-related processes, reporting, procurement, invoices, vendors, documentation, and operational data.
The ideal candidate is organized, proactive, technically curious, and confident using modern workplace tools to improve efficiency. Candidates do not need experience in every area listed below, but they should bring a strong combination of executive support, business operations, project coordination, procurement, vendor management, or technology administration experience.
Responsibilities
Technology Business Operations
  • Monitor technology initiatives, gather project updates, and create clear status reports for Technology leadership.
  • Track departmental priorities, action items, deadlines, risks, and follow-up activities.
  • Maintain organizational charts, distribution lists, departmental documentation, operating records, and technology resources.
  • Independently coordinate technology procurement and purchasing activities, including evaluating business needs, collecting quotes, maintaining inventory information, and working with internal purchasing teams.
  • Administer technology-related invoices, purchase orders, vendor agreements, software renewals, lease contracts, and other purchasing activities.
  • Support vendor management by tracking performance, renewal dates, contract terms, pricing, and purchasing alternatives.
  • Assist with departmental budget administration by monitoring invoices, project costs, expenditures, and budget activity.
  • Identify discrepancies, upcoming renewals, cost concerns, and other items requiring leadership attention.
  • Use modern productivity and technology tools to organize information, research solutions, streamline workflows, and improve departmental efficiency.
  • Recommend process improvements and practical solutions when operational risks, barriers, or inefficiencies are identified.
Executive and Technology Leadership Support
  • Manage and coordinate the Vice President of Technology's calendar, including scheduling, meeting logistics, prioritization, and preparation.
  • Develop meeting agendas, reports, presentations, correspondence, and supporting materials.
  • Coordinate Technology Leadership Team meetings, including scheduling, agenda development, documentation, meeting facilitation, and action-item tracking.
  • Prioritize executive commitments, departmental initiatives, and deadlines to support timely follow-through and execution.
  • Prepare executive presentations, operational reports, communications, and other materials that support leadership decision-making.
  • Manage communications on behalf of the Vice President of Technology when appropriate.
  • Coordinate travel arrangements, itineraries, expense reporting, and related administrative needs.
  • Partner with Technology Services, Operations, Corporate Services, Finance, Procurement, and other internal teams to support departmental initiatives.
  • Handle confidential and sensitive information with professionalism and discretion.
What We're Looking For
  • Experience in business operations, technology administration, executive support, project coordination, procurement, vendor management, finance administration, or a related area.
  • Strong organizational skills with the ability to manage competing priorities, deadlines, and detailed information.
  • Experience creating status reports, presentations, process documentation, organizational charts, or operational reports.
  • Comfort working with invoices, purchasing processes, contracts, renewals, budgets, or vendor records.
  • Strong written and verbal communication skills.
  • Ability to communicate effectively with executives, technology professionals, vendors, and business partners across the organization.
  • Confidence using Microsoft Office and other modern workplace technology.
  • Curiosity and willingness to learn new systems, productivity tools, and technology-enabled ways of working.
  • Sound judgment, professionalism, and the ability to work independently.
  • Ability to recognize issues, conduct research, organize findings, and recommend next steps.
Preferred Qualifications
  • Experience supporting a technology, IT, information systems, or business operations department.
  • Experience with procurement, purchasing, invoice administration, software renewals, or vendor management.
  • Experience coordinating projects or monitoring multiple initiatives simultaneously.
  • Familiarity with artificial intelligence tools, automation tools, reporting platforms, or other emerging workplace technologies.
  • Experience supporting senior leaders or leadership teams within a professional services or corporate environment.

Disclaimer
While AI tools may support your application process, this role is built on human talent. Your judgment, experience, and character matter most, so we encourage you to showcase what makes you uniquely you.
Atwell does not accept unsolicited resumes from any 3rd party agencies. No fee will be paid to 3rd parties who submit unsolicited resumes to any Atwell employee. Resumes from approved vendors must be specifically requested by Atwell and approved by the Atwell Talent Acquisition Team.
#LI-CF1
Pay Range
$56,000-$82,000 USD
Atwell Benefits: To attract and retain the best professionals in the industry, we aim to provide an excellent working environment and a progressive benefits program designed to support your personal and professional needs.
Work/Life:
  • Generous Paid Time Off
  • Paid Parental Leave
  • Flexible work schedules are available for some positions
  • Tenure Awards - Travel Vouchers to see the world based on your travel preferences

Compensation:
  • Competitive Compensation packages
  • Annual bonuses, spot bonuses and peer recognition awards
  • 401K match - 1:1 up to 4% of compensation
  • Tuition Assistance
  • Student Loan Repayment
  • Paid Licensing / Certification Fees and Renewals
  • Financial Rewards for Obtaining Licensure
  • Employee Referrals
  • Annual Wellness Reimbursement for anything wellness related (Gym memberships, fitness tracker, home gym equipment, etc.)
  • Dependent Care Match

'Atwell'ness:
  • Medical (BC/BS), Dental (Delta), and Vision (VSP)
  • Family Planning & IVF Benefits
  • Pet Insurance
  • Health Savings Account & Flex Spending Account options
  • Employer paid LTD, STD, and life insurance
  • Metlife Supplemental Benefits covering accident, hospitalization, and critical illness
  • Member Assistance Program (MAP) with complimentary counseling sessions, legal benefits, financial consultations, and work/life referral services

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