2mo
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Director, RIA Partnerships
Atlanta, Georgia, United States
$125k-$150k/yr RemoteFull Time
5+ YOE5+ years enterprise sales experience selling to RIAs/family offices/private wealth; quota-carrying; strong CRM discipline; ability to travel 15–20%; bachelor’s degree preferred.
CRM
1mo
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RIA Business Development, Senior Associate
New York City or United States
$150k-$170k/yr RemoteFull Time
7+ YOE7+ years business development experience in wealth management or alternative investments; proven RIA network; experience securing RIA approvals and navigating due diligence; Salesforce experience; Series 7/63 preferred.
Salesforce
2mo
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RIA External Consultant
Nashville, Tennessee, United States
HybridFull Time
3+ YOEBachelor's degree; 3+ years in investments, mutual funds, insurance, or annuities; FINRA SIE and Series 6/7; 63; state insurance license; willingness to travel up to 25%; ability to work hybrid/remote.
CRM, Database, Microsoft Office
3mo
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Senior Director/ Director, RIA Relationship Management (West Coast)
Palo Alto, California, United States
$150k-$200k/yr HybridFull Time
7+ YOE7–10+ years in relationship management focused on RIAs; strong senior-level relationship skills; ability to explain complex investments; background in alternatives/technology sales; experience closing complex deals.
1mo
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Director, Business Development — RIA Distribution
Chesterfield, Missouri, United States
FieldFull Time
7+ YOEBachelor's degree required; 7+ years external-facing capital raising or RIA distribution experience; existing RIA network; knowledge of private real estate and RIA due diligence; Salesforce proficiency; willingness to travel extensively.
Salesforce CRM, Microsoft Office
2mo
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Channel Marketing Manager RIA
New York, New York, United States
$120k-$160k/yr OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years channel marketing in financial services; knowledge of RIA channels; digital campaigns; strong communication.
Marketing automation, CRM, Content management system
1w
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Clinical Laboratory Technologist - RIA
Burlington, North Carolina, United States
OnsiteFull Time
Bachelor's in chemical/biological science or clinical laboratory science, ability to perform RIA testing, pass color vision test, familiarity with lab operations and instrumentation; ASCP or AMT preferred.
Laboratory Information Systems
1mo
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Investment Specialist - RIA Channel
Wayne, Pennsylvania, United States
$100k-$125k/yr HybridFull Time
5+ YOE5+ years in asset/wealth/institutional management with RIA exposure preferred; CFA preferred; strong capital markets and portfolio construction knowledge; experience translating investment data; familiarity with FactSet, YCharts, Morningstar Direct, and Salesforce preferred.
FactSet, YCharts, Morningstar Direct, Salesforce
3w
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Business Development Representative (RIA Channel)
United States
$85k-$110k/yr RemoteFull Time
3+ YOEBachelor's degree or relevant experience; 3+ years in financial services distribution/wholesaling; CRM proficiency (Salesforce preferred); strong verbal communication, high-volume outbound experience, and familiarity with the RIA channel.
Salesforce
1w
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Onboarding Program Lead, Corporate RIA
Los Angeles or Culver City or San Francisco or Dallas
HybridFull Time
7+ YOE7+ years onboarding/implementation in financial services with 3+ years in corporate RIA transitions; FINRA Series 7 and 63 required, Series 24 preferred; strong cross-team process ownership and executive communication.
2mo
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Account Manager, Strategic Accounts – RIA Aggregators
New York, New York, United States
$265k-$305k/yr OnsiteFull Time
7+ YOE7+ years in client servicing or strategic/key accounts with RIA experience; FINRA licenses 3,7,63 or willingness to obtain; CFA/CAIA preferred; bachelor’s degree required.
FINRA licenses
2mo
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Director of Brokerage / RIA Operations and Controls
Green Bay or Milwaukee
$137k-$235k/yr HybridFull Time
10+ YOE7+ Mgmt10+ years in broker-dealer/RIA operations; 7+ years leadership; FINRA/SEC knowledge; active Series 7, 24, and 27 (FINOP) licenses
3w
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Senior Operations Associate — Broker-Dealer & RIA
San Francisco or New York City
$150k-$180k/yr OnsiteFull Time
4+ YOEFINRA Series licenses required/preferred, 4+ years brokerage/RIA operations experience, advanced Excel, intermediate SQL, Python a plus, experience with Apex or Sterling OMS, strong communication and process-improvement skills.
Microsoft Excel, SQL, Python, Apex, Sterling OMS
2mo
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Account Manager, Strategic Accounts – RIA Aggregators
New York, New York, United States
$265k-$305k/yr OnsiteFull Time
7+ YOEBachelor's degree; 7+ years in client servicing or strategic/key accounts; FINRA Series 3, 7, and 63 licenses or willing to obtain; established relationships with RIA aggregators; strong communication and analytical skills; deep fixed income knowledge.
2mo
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RIA Marketing Manager
United States
RemoteFull Time
5+ YOE5+ years in paid media (Meta), multi-client management, strong copywriting, conversion tracking/pixels, and client retention.
Meta Ads Manager, Calendly, Zapier, Pixels, Conversion tracking, AI copywriting tools
6d
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RIA Internal Wholesaler
New York, New York, United States
OnsiteFull Time
Prospect Capital: Alternative asset management firm investing in middle-market companies.
3+ YOEBachelor's degree; FINRA Series 7 and 63 required; 3-5 years financial services experience (sales/support preferred); proficiency in Salesforce and Microsoft Office; strong communication and presentation skills.
Salesforce, Microsoft Office
2w
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Relationship Manager, Business Development - RIA Enterprise Vice President
New York City, New York, United States
$80k-$100k/yr HybridFull Time
7+ YOE7+ years in structured investments or wealth management distribution; strong knowledge of structured products, enterprise RIA platforms, cross-functional collaboration, presentation and relationship skills; Series 7 and 63 or 66 required.
2mo
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Financial Planner - RIA Firm
Columbia, South Carolina, United States
$70k-$100k/yr OnsiteFull Time
3+ YOEBachelor’s degree; 3+ years financial services; Series 65 and/or 7; CFP/CPWA or similar; strong communication, organizational, and analytical skills; MS Office proficiency; Redtail/CRM experience preferred.
MS Office Suite, Redtail/CRM
1w
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Eagle RIA Operations Manager
New York, New York, United States
$85k-$100k/yr HybridFull Time
5+ YOE5+ years relevant experience, Series 7 and Series 24 required within 6 months, bachelor\u0002s degree or equivalent experience, FINRA pre-hire fingerprinting, strong customer service and communication, advanced Excel skills.
Microsoft Office, Microsoft Excel
2mo
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Regional Consultant - RIA Central
Chicago, Illinois, United States
$150k/yr RemoteFull Time
7+ YOE7–10+ years in financial services sales/distribution; FINRA Series 7/63 or 65; strong capital markets knowledge; CRM proficiency; CFA/CIMA/CFP desirable.
Salesforce
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