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Vice President Ria Jobs in Texas (NOW HIRING)

Kestra Holdings

Investment Specialist

Austin, TX · On-site

Lead proactive outreach and sales efforts to independent financial advisors and RIA firms ... . Benefits to support you: * Competitive pay and benefits with a large employer (over 1600 ...

Kestra Holdings

Sales - Sales Executive II

Dallas, TX · On-site

... the RIA channel. The Sales Executive reports to the Sales Manager. What you'll Do: * Identify ... . Benefits to support you: * Competitive pay and benefits with a large employer (over 1600 ...

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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.
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Vice President Ria jobs near you

Investment Specialist

Kestra Holdings

Austin, TX • On-site

Full-time

Medical, Retirement

Posted 7 days ago

Job description

Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. KIM is a dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-affiliated advisors can benefit from KIM's cost-effective, flexible, and easy-to-use approach while taking advantage of a group of extremely experienced investment experts. KIM's advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their investment capabilities for their clients.
Lead with Purpose. Partner with Impact.
Are you passionate about financial markets, portfolio strategy, and helping financial advisors grow their business?
Kestra Investment Management is seeking an Investment Specialist to join our dynamic team, reporting to the Head of Business & Sales Strategy. In this role, you will be responsible for driving business development, increasing assets under management, and strengthening advisor relationships across Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners.
As a trusted partner to financial advisors, you will introduce them to Kestra Investment Management's suite of investment models and portfolio construction strategies. With a strong focus on sales and relationship-building, you will expand our advisor network, promote platform adoption, and deliver tailored investment guidance that aligns with client goals.
This role is ideal for professionals who thrive in a fast-paced, client-focused environment where their insights and energy directly fuel growth.
What you'll Do:
  • Lead proactive outreach and sales efforts to independent financial advisors and RIA firms, educating them on Kestra Investment Management's (KIM) investment solutions.
  • Focus efforts on initiating relationships with Advisors who are first-time partners with Kestra Investment Management.
  • Lead execution on Kestra Investment Management lead generation opportunities.
  • Engage in the full sales cycle-from lead generation and prospect engagement to onboarding.
  • Build deep advisor partnerships by understanding investment philosophies and aligning KIM solutions to help scale their businesses.
  • Provide responsive, solutions-oriented service to advisor inquiries, fostering trust and long-term loyalty.
  • Deliver compelling portfolio insights, market commentary, and consultative advice on asset allocation, model portfolios, and investment strategies.
  • Partner with internal teams and the investment group to advocate for product enhancements and drive advisor satisfaction.

What You Bring:
  • Strong interpersonal, communication, sales, and relationship management skills.
  • Solid understanding of portfolio construction, investment analytics, and advisor business models.
  • Confidence in presenting via phone, video (Zoom/Teams), and in-person meetings.
  • Client-first mindset with strong problem-solving and consultative skills.
  • Bachelor's degree from an accredited four-year college or university required.
  • 3+ years of experience in wealth management required; experience with independent advisors preferred.
  • Proven ability to meet sales goals and drive business growth.
  • Familiarity with investment-related tools (e.g., Morningstar Direct, FactSet).
  • Demonstrated success in portfolio construction using model portfolios and strategies.

Certifications:
  • FINRA Series 7 and Series 66, or Series 65 required (must be active and in good standing).

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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