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Vice President Ria Jobs in New York (NOW HIRING)

About the Role iCapital is looking to hire a Vice President to join the Alternatives Distribution ... Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and ...

About the Role iCapital is looking to hire a Vice President to join the Alternatives Distribution ... Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and ...

About the Role iCapital is looking to hire a Vice President to join the Alternatives Distribution ... Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and ...

About the Role iCapital is looking to hire a Vice President to join the Alternatives Distribution ... Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and ...

Vice President, State and Local Tax Jefferies | New York, NY Vice President, Tax State and Local ... Knowledgeable in RIA Checkpoint, CCH, and/or BNA. * Bachelor of Science or Bachelor of Arts degree ...

VP, Tax Manager

Manhattan, NY · On-site

$140K - $150K/yr

Vice President, State and Local Tax Jefferies | New York, NY Vice President, Tax State and Local ... Knowledgeable in RIA Checkpoint, CCH, and/or BNA. * Bachelor of Science or Bachelor of Arts degree ...

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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 skills and qualifications are needed to thrive as a vice president at RIA?

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 New York? The most popular types of Ria jobs in New York are:
What are popular job titles related to Vice President Ria jobs in New York? For Vice President Ria jobs in New York, the most frequently searched job titles are:
What cities in New York are hiring for Vice President Ria jobs? Cities in New York with the most Vice President Ria job openings:

Client Management and Enterprise Coverage, RIA's - Vice President

iCapital

New York, NY • On-site

$160K - $200K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 27 days ago


Job description

iCapital is looking to hire a Vice President to join the iCapital Wealth Solutions team, focused on our existing enterprise Registered Investment Advisor (RIA) relationships. This position will play a central role in managing relationships within existing enterprise clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes. The team strives to understand their clients' needs and collaborate with other departments to deliver best in class solutions and the highest quality client service and execution. This role will also partner with the Business Development team to uncover new expansion opportunities within this set of existing clients. This is a senior-level technical role focused on the delivery and ongoing support of iCapital's full suite of solutions, ranging from alternatives to structured investments, to the RIA channel.
Responsibilities
  • Develop and strengthen existing relationships with RIA clients.
  • Drive enterprise adoption of our technology platform and infrastructure.
  • Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings.
  • Play a key role as the primary touchpoint for several strategic RIA clients.
  • Co-own identifying new revenue streams within existing clients alongside the Business Development team.
  • Drive day-to-day engagement with RIA clients to ensure we are delivering and executing at the highest level for them
  • Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification

Qualifications
  • 10+ years of experience in a technical relationship management capacity
  • Extensive knowledge of alternatives and/or structured investments is highly preferred
  • Direct experience working for or with wealth management firms is highly preferred
  • Experience with SAAS offerings and wealth tech platforms is preferred
  • Excellent organizational skills and attention to detail
  • Excellent verbal and written communication skills
  • Able to meet deadlines and work effectively under pressure
  • Passion for client service and exceeding client expectations
  • Strategic mindset and able to work independently
  • Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight
  • Series 7 and 63 licenses is preferred

Benefits
The base salary range for this role is $160,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.