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Vice President Ria Jobs in California (NOW HIRING)

Axos Bank

AVP, Financial Consulting

San Diego, CA · On-site

$90K - $98K/yr

About This Job We are seeking a dynamic and hands-on Assistant Vice President to lead and scale the distribution efforts of our integrated Broker-Dealer and RIA platform. This is a unique opportunity ...

Axos Bank

AVP, Financial Consulting

San Diego, CA · On-site

$90K - $98K/yr

About This Job We are seeking a dynamic and hands-on Assistant Vice President to lead and scale the distribution efforts of our integrated Broker-Dealer and RIA platform. This is a unique opportunity ...

Axos Bank

AVP, Tax Manager

San Diego, CA · On-site

$124K - $130K/yr

About This Job Axos Bank seeks Assistant Vice President, Tax Manager in San Diego, CA, to assist ... Utilizing tax research tools including CCH, RIA Checkpoint, Bloomberg and any other tax software to ...

Axos Bank

AVP, Tax Manager

San Diego, CA · On-site

$124K - $130K/yr

About This Job Axos Bank seeks Assistant Vice President, Tax Manager in San Diego, CA, to assist ... Utilizing tax research tools including CCH, RIA Checkpoint, Bloomberg and any other tax software to ...

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Vice President Ria information

How does a Vice President at Ria typically collaborate with cross-functional teams to drive company objectives?

As a Vice President at Ria, you will regularly work with leaders and specialists from departments such as operations, compliance, technology, and business development. Collaboration often involves setting strategic priorities, aligning resources, and ensuring that all teams are moving towards shared organizational goals. Effective communication and the ability to coordinate projects across different time zones and cultures are crucial, given Ria's global presence. This role requires balancing high-level decision-making with hands-on involvement in cross-departmental initiatives to achieve growth and regulatory compliance.

What does a Vice President at Ria do?

A Vice President at Ria oversees major business units or functions, providing strategic leadership and ensuring operational excellence. Their responsibilities typically include developing and implementing business strategies, managing teams, and driving growth initiatives. They also play a key role in stakeholder management, compliance, and aligning company goals with market opportunities. Vice Presidents at Ria are expected to have a deep understanding of the financial services industry and contribute to the company’s overall success.

What is the difference between Vice President Ria vs Financial Director?

AspectVice President RiaFinancial Director
CredentialsTypically requires a bachelor's degree in finance, business, or related field; often an MBA or similar advanced degreeRequires a bachelor's degree in finance, accounting, or related; CPA or CFA certifications are common
Work EnvironmentExecutive leadership in financial services or fintech companies, involved in strategic planning and high-level decision makingOversees financial operations, budgeting, and reporting within organizations, often reporting to the CFO
Industry UsageCommonly used in fintech, banking, and financial services sectorsWidely used across industries with a focus on finance and accounting departments

The Vice President Ria typically holds a strategic leadership role focused on high-level decision making within financial services, while the Financial Director manages day-to-day financial operations and reporting. Both roles require strong financial credentials, but the VP Ria emphasizes strategic growth, whereas the Financial Director concentrates on financial management and compliance.

What are the key skills and qualifications needed to thrive as a Vice President at Ria, and why are they important?

To thrive as a Vice President at Ria, you need extensive experience in financial services or money transfer, strong leadership capabilities, and a relevant degree, often in business or finance. Familiarity with industry-specific compliance systems, data analytics tools, and CRM platforms is typically required. Exceptional strategic thinking, cross-cultural communication, and stakeholder management skills make a leader stand out in this global role. These competencies are crucial for driving business growth, ensuring regulatory compliance, and leading high-performing teams in a competitive, international environment.
What are the most commonly searched types of Ria jobs in California? The most popular types of Ria jobs in California are:
What are popular job titles related to Vice President Ria jobs in California? For Vice President Ria jobs in California, the most frequently searched job titles are:
What job categories do people searching Vice President Ria jobs in California look for? The top searched job categories for Vice President Ria jobs in California are:
What cities in California are hiring for Vice President Ria jobs? Cities in California with the most Vice President Ria job openings:
Vice President Ria jobs near you
Infographic showing various Vice President Ria job openings in California as of June 2026, with employment types broken down into 3% As Needed, 29% Full Time, 62% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution.
Vice President, Senior Salesforce Developer

Vice President, Senior Salesforce Developer

Jordan Park Group

San Francisco, CA • On-site

$160K - $200K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.
Our mission is to enhance lives and legacies.
Vice President, Senior Salesforce Developer
San Francisco, California
Jordan Park is seeking a Senior Salesforce Developer to support the continued development and optimization of our Salesforce platform. This role is development-focused, centered on building scalable solutions across Apex, integrations, and modern UI components, while partnering closely with business teams to enhance workflows and data integrity.
This is a hands-on technical role with meaningful ownership across core CRM systems and integrations. We want you to bring best practices for RIAs and Wealth management to our team!
Role and Responsibilities:
Salesforce Development
  • Design, develop, and maintain Apex classes, triggers, and custom business logic
  • Build and enhance Lightning Web Components (LWC) to improve user experience
  • Develop and manage integrations between Salesforce and external platforms via APIs
  • Extend and optimize complex Salesforce Flows and automation frameworks
  • Review and improve consultants' code for scalability, reliability, and best practices.
  • Contribute to testing frameworks, release management, and deployment processes
Salesforce Administration
  • Configure objects, workflows, and automations
  • Troubleshoot system issues and provide technical support to end users
  • Document system architecture, data models, and development standards
  • Ensure data integrity and system performance across the platform
Projects & Cross-Functional Collaboration
  • Partner with Product Management, Advisory, Operations, and Investment teams to translate business needs into technical solutions
  • Contribute to scalable CRM architecture and long-term platform strategy
  • Identify and implement automation opportunities to reduce manual processes
  • Support feature releases, enhancements, and ongoing platform improvements

Qualifications:
Required:
  • Bachelor's degree in Computer Science, Information Systems, or related field
  • 5+ years of hands-on Salesforce development experience (and wish to continue hands-on)
  • Experience in financial services, wealth management, or fintech
  • Strong proficiency in Apex (classes, triggers) and Salesforce platform architecture
  • Experience building Lightning Web Components (LWC)
  • Experience with API integrations, Flows and automation tools
  • Clear communication and ability to work cross-functionally

Preferred:
  • Experience reviewing or mentoring external/contractor development work
  • Familiarity with CI/CD, testing frameworks, and deployment tools
  • Experience with Salesforce AI Integrations; Agentforce, Slack or Custom

Compensation & Benefits:
Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will range from $160,000 to $200,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Our benefits package includes:
  • Medical, dental & vision insurance - 100% of premium covered for employees
  • 401k participation with employer contribution
  • Generous paid time off
  • Commuter benefits program (pre-paid tax dollars towards your commute)
  • Fitness Reimbursement
  • Annual Professional Development Stipend

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.
Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice
Jordan Park is an SEC-registered investment adviser (RIA).

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