The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... The VP, Sales will be in charge of managing and building upon a book of business for Lion Street ...
The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... The VP, Sales will be in charge of managing and building upon a book of business for Lion Street ...
Vice President, Sales
Austin, TX · On-site
The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... The VP, Sales will be in charge of managing and building upon a book of business for Lion Street ...
Vice President, Sales
Austin, TX · On-site
The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... The VP, Sales will be in charge of managing and building upon a book of business for Lion Street ...
Regional Vice President, Channel (Houston, TX)
Houston, TX · On-site +1
$119K - $140K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... The Regional Vice President will build relationships with clients and help them find a wealth ...
Quick apply
Regional Vice President, Channel (Houston, TX)
Houston, TX · On-site +1
$119K - $140K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... The Regional Vice President will build relationships with clients and help them find a wealth ...
Community Leader - RIA Network
Dallas, TX · Hybrid
$124K - $167K/yr
Cetera is seeking a strategic and experienced leader for RIA Network, a community within the RIA and Branches channel and growth organization. The successful candidate will be responsible for ...
Community Leader - RIA Network
Dallas, TX · Hybrid
$124K - $167K/yr
Cetera is seeking a strategic and experienced leader for RIA Network, a community within the RIA and Branches channel and growth organization. The successful candidate will be responsible for ...
Community Leader - RIA Network
Dallas, TX · Hybrid
$124K - $167K/yr
Cetera is seeking a strategic and experienced leader for RIA Network, a community within the RIA and Branches channel and growth organization. The successful candidate will be responsible for ...
Community Leader - RIA Network
Dallas, TX · Hybrid
$124K - $167K/yr
Cetera is seeking a strategic and experienced leader for RIA Network, a community within the RIA and Branches channel and growth organization. The successful candidate will be responsible for ...
Director, Product Strategy Wealth
Dallas, TX · On-site
$230K - $241K/yr
Collaborate with Sales VPs, the VP of Sales Enablement, and Marketing to contribute Wealth ... or RIA distribution models, ideally gained in a technology-enabled environment. * Experience ...
Director, Product Strategy Wealth
Dallas, TX · On-site
$230K - $241K/yr
Collaborate with Sales VPs, the VP of Sales Enablement, and Marketing to contribute Wealth ... or RIA distribution models, ideally gained in a technology-enabled environment. * Experience ...
Director, Product Strategy Wealth
$230K - $241K/yr
Collaborate with Sales VPs, the VP of Sales Enablement, and Marketing to contribute Wealth ... or RIA distribution models, ideally gained in a technology-enabled environment. * Experience ...
Director, Product Strategy Wealth
$230K - $241K/yr
Collaborate with Sales VPs, the VP of Sales Enablement, and Marketing to contribute Wealth ... or RIA distribution models, ideally gained in a technology-enabled environment. * Experience ...
Vice President of Compliance Reporting To: CEO Location: Dallas, Texas (in-person strongly ... The Company is a rapidly growing Registered Investment Advisor ("RIA"), focused primarily on ...
Vice President of Compliance Reporting To: CEO Location: Dallas, Texas (in-person strongly ... The Company is a rapidly growing Registered Investment Advisor ("RIA"), focused primarily on ...
Vice President of Compliance Reporting To: CEO Location: Dallas, Texas (in-person strongly ... The Company is a rapidly growing Registered Investment Advisor ("RIA"), focused primarily on ...
Vice President of Compliance Reporting To: CEO Location: Dallas, Texas (in-person strongly ... The Company is a rapidly growing Registered Investment Advisor ("RIA"), focused primarily on ...
Regional Vice President - Wholesaler (Texas)
Dallas, TX · On-site
$125K/yr
Texas The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD's and RIA's The role will involve channel segmentation, FA qualifying and profiling as ...
Regional Vice President - Wholesaler (Texas)
Dallas, TX · On-site
$125K/yr
Texas The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD's and RIA's The role will involve channel segmentation, FA qualifying and profiling as ...
Regional Vice President - Wholesaler (Texas)
Dallas, TX · On-site
$125K/yr
Texas The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD's and RIA's The role will involve channel segmentation, FA qualifying and profiling as ...
Regional Vice President - Wholesaler (Texas)
Dallas, TX · On-site
$125K/yr
Texas The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD's and RIA's The role will involve channel segmentation, FA qualifying and profiling as ...
Regional VP, Wealth Management Consultant
Dallas, TX · On-site
$150K - $300K/yr
SUMMARY Allworth Financial, the 4th fastest growing RIA in America, is seeking an experienced Financial Advisor with proven experience closing new business to join our rapidly expanding team. The ...
Regional VP, Wealth Management Consultant
Dallas, TX · On-site
$150K - $300K/yr
SUMMARY Allworth Financial, the 4th fastest growing RIA in America, is seeking an experienced Financial Advisor with proven experience closing new business to join our rapidly expanding team. The ...
Regional VP, Wealth Management Consultant
Dallas, TX · On-site
$150K - $300K/yr
SUMMARY Allworth Financial, the 4th fastest growing RIA in America, is seeking an experienced Financial Advisor with proven experience closing new business to join our rapidly expanding team. The ...
Regional VP, Wealth Management Consultant
Dallas, TX · On-site
$150K - $300K/yr
SUMMARY Allworth Financial, the 4th fastest growing RIA in America, is seeking an experienced Financial Advisor with proven experience closing new business to join our rapidly expanding team. The ...
Advisor Support and Experience Lead, Assistant Vice President - Wealth Custody & Clearing
Dallas, TX · On-site
$70K - $130K/yr
Serve as a front-line point of contact for RIA partners, handling inbound service inquiries via phone, email, and digital channels * Deliver timely, accurate, and high-quality resolution to client ...
Advisor Support and Experience Lead, Assistant Vice President - Wealth Custody & Clearing
Dallas, TX · On-site
$70K - $130K/yr
Serve as a front-line point of contact for RIA partners, handling inbound service inquiries via phone, email, and digital channels * Deliver timely, accurate, and high-quality resolution to client ...
Advisor Support and Experience Lead, Assistant Vice President - Wealth Custody & Clearing
Dallas, TX · On-site
$70K - $130K/yr
Serve as a front-line point of contact for RIA partners, handling inbound service inquiries via phone, email, and digital channels * Deliver timely, accurate, and high-quality resolution to client ...
Advisor Support and Experience Lead, Assistant Vice President - Wealth Custody & Clearing
Dallas, TX · On-site
$70K - $130K/yr
Serve as a front-line point of contact for RIA partners, handling inbound service inquiries via phone, email, and digital channels * Deliver timely, accurate, and high-quality resolution to client ...
Tax Manager
El Paso, TX · On-site
$100K - $131K/yr
... , ensuring that the company proactively identifies tax opportunities and meets its tax-related ... CCH, RIA Checkpoint; * (3) Experience with JD Edwards-Enterprise One, Workday or other large ERP ...
Tax Manager
El Paso, TX · On-site
$100K - $131K/yr
... , ensuring that the company proactively identifies tax opportunities and meets its tax-related ... CCH, RIA Checkpoint; * (3) Experience with JD Edwards-Enterprise One, Workday or other large ERP ...
Tax Manager
$100K - $131K/yr
... , ensuring that the company proactively identifies tax opportunities and meets its tax-related ... CCH, RIA Checkpoint; * (3) Experience with JD Edwards-Enterprise One, Workday or other large ERP ...
Tax Manager
$100K - $131K/yr
... , ensuring that the company proactively identifies tax opportunities and meets its tax-related ... CCH, RIA Checkpoint; * (3) Experience with JD Edwards-Enterprise One, Workday or other large ERP ...
Tax Manager
El Paso, TX · On-site
$100K - $131K/yr
... , ensuring that the company proactively identifies tax opportunities and meets its tax-related ... CCH, RIA Checkpoint; * (3) Experience with JD Edwards-Enterprise One, Workday or other large ERP ...
Tax Manager
El Paso, TX · On-site
$100K - $131K/yr
... , ensuring that the company proactively identifies tax opportunities and meets its tax-related ... CCH, RIA Checkpoint; * (3) Experience with JD Edwards-Enterprise One, Workday or other large ERP ...
Wealth Advisor
Dallas, TX · On-site
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert ...
Wealth Advisor
Dallas, TX · On-site
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert ...
Wealth Advisor
Plano, TX · Hybrid
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert ...
Quick apply
Wealth Advisor
Plano, TX · Hybrid
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert ...
Vice President Ria information
How does a Vice President at Ria typically collaborate with cross-functional teams to drive company objectives?
What does a Vice President at Ria do?
What is the difference between Vice President Ria vs Financial Director?
| Aspect | Vice President Ria | Financial Director |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in finance, business, or related field; often an MBA or similar advanced degree | Requires a bachelor's degree in finance, accounting, or related; CPA or CFA certifications are common |
| Work Environment | Executive leadership in financial services or fintech companies, involved in strategic planning and high-level decision making | Oversees financial operations, budgeting, and reporting within organizations, often reporting to the CFO |
| Industry Usage | Commonly used in fintech, banking, and financial services sectors | Widely 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?
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Full-time
Re-posted 10 days ago
Job description
About Lion Street
Lion Street provides elite independent financial advisors, many of which have roots in the life insurance industry, access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in Austin, Texas. Founded in 2010, Lion Street is managed by a team of experienced industry veterans. It was purchased by Integrity Marketing Group in January of 2022.
For more information on Lion Street, please go to www.lionstreet.com.
VP, Sales
Lion Street continues to build upon its significant growth and success over the last 14 years in becoming one of the largest distributors of life insurance in the marketplace today. The Company is now positioned to expand on our mission to be considered for all high net worth and corporate life insurance transactions by building an elite group of point-of-sale Vice President's that wholesale to financial institutions, regional banks, P&C, and RIA firms.
We are looking for experienced candidates that have averaged more than $1M+ in annual target life premium and understand sophisticated clients, products, and advisors. The VP, Sales will be in charge of managing and building upon a book of business for Lion Street Private Client (LSPC).
Responsibilities:
- Offer sales and case design support to our firms and their advisors.
- Correspond with Lion Street firms to share ideas and participate in team recruitment & sales campaigns assigned by management to help drive company results.
- Build and strengthen partnerships with independent producers, institutional clients, branch managers, and insurance specialists.
- Collaborate with internal teams and Lion Street partnership carriers to recommend products and pricing strategies.
- Utilize Lion Street's CRM to maintain appropriate records and sales reporting.
- Deliver exceptional support before, during, and after the sale to deepen relationships with producers and clients.
- Develop strategic client profiles to identify and pursue new sales opportunities.
- Perform additional duties as needed to support overall business goals.
Requirements:
- The ideal candidate will have 5 -10 years experience wholesaling to Institutions - wire houses, national and regional banks, P&C, and RIA firms, with strong experience in client point-of-sale interactions.
- Expertise in identifying, recruiting, and cultivating new institutional relationships from scratch.
- Depth of knowledge and understanding of life products, planning concepts, and compliance standards for the institutional marketplace
- The ability to work with Lion Street carriers and alliances to leverage existing product experts and resources for the benefit of the firms.
- Strong communication and customer service skills are necessary to succeed in this role. Candidate must be willing to take initiative, exhibit creative thinking and take ownership of opportunities.
- Self-starter attitude and strong desire to provide excellent results. Ability to excel in a dynamic, fast-moving company environment.
- Licenses: Series 6 and 7 required.
- Licenses: 24, 63, and Life, Accident & Health preferred.
- Industry certifications such as CLU, ChFC, or CFP are preferred.
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.