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41 ria jobs at 29 companies in Texas

1w
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RIA Regional Consultant – Enterprise RIAs, VP III - State Street Investment Management
Montgomery County or Austin or Tucson or Boston or Sacramento or Stamford
$110k-$208k/yr FieldFull Time
State Street
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
10+ YOEBachelor's degree, Series 7 and 63 licenses, and 10+ years in investment management including 5+ years in sales/business development. Requires RIA expertise, investment acumen, and strategic relationship skills.
ETFs, mutual funds, separate accounts, model portfolios, Microsoft Excel
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2w
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RIA Operator/Senior Wealth Advisor
Austin, Texas, United States
HybridFull Time
Skyline Wealth Strategies
Skyline Wealth Strategies: Provides personalized wealth management and family office services.
Active Series 65 (or equivalent), experience managing high-net-worth advisory relationships, familiarity with turnkey platforms/outsourced CIOs/SMAs, fiduciary and compliance oversight, strong communication and advisory skills.
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2w
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Internal Sales - RIA Distribution
Houston or New York City
$105k-$115k/yr HybridFull Time
Hines
Hines: Global real estate investment, development, and property management firm.
5+ YOEBachelor's degree required; SIE, Series 7, Series 63 required/expected; 5+ years financial services or distribution experience; strong advisor engagement, CRM, presentation, and analytical skills.
Microsoft Office, CRM systems, investment analytics tools, large language models
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3w
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Manager, RIA Business Development Sales Support
Westlake, Texas, United States
$83k-$106k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
3+ YOEBachelor's or equivalent, active FINRA Series 7 and 63, 3+ years financial services, client service or sales support experience, MS Office (OneNote, Excel, PowerPoint) proficiency.
OneNote, Microsoft Excel, Microsoft PowerPoint
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2mo
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Senior Associate/Associate, RIA Relationship Management (Midwest)
Austin or United States
$105k-$130k/yr RemoteFull Time
Allocate
Allocate: A that builds infrastructure to connect registered investment advisors and wealth firms with private markets investment opportunities.
3+ YOE3+ years in financial services/wealth or asset management; strong Salesforce and analytical skills; client-facing experience; familiarity with AI tools; highly organized and self-directed.
Salesforce, LinkedIn
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2w
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Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
2+ YOEBachelor's degree required; 2+ years in financial services with client service focus; strong communication, relationship management, problem-solving, and spreadsheet/word processing skills; Salesforce experience preferred.
Salesforce
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4d
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Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
2+ YOEBachelor's degree and 2–5 years of financial services experience required, with client service, relationship management, communication, problem-solving, spreadsheet, web product, and compliance skills.
Salesforce
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1mo
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Tax Senior Associate
Houston, Texas, United States
$84k-$123k/yr HybridFull Time
Cherry Bekaert
Cherry Bekaert: Provides accounting, tax, and business advisory services to organizations.
3+ YOEBachelor's in Accounting or related, 3+ years public accounting experience, proficiency with tax software (ProSystem fx, CCH, RIA, Engagement), strong communication and project management skills.
ProSystem fx, CCH, RIA, Engagement
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4d
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Strategic Account Manager
New York City or Austin or Houston or Dallas or Atlanta
$130k-$150k/yr HybridFull Time
Invesco
InvescoNYSE: IVZ: Provides diversified investment management services and financial products globally.
Specialized financial services expertise, especially RIA marketplaces, FinTech platforms, custodians, strategic accounts, and financial sales; requires independent judgment, complex problem-solving, communication, and negotiation.
FinTech, Wealth-Tech, Custom Model, SMA, RIA, TAMP
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2w
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Corporate Indirect Tax Manager
Dallas, Texas, United States
OnsiteFull Time
Omni Hotels & Resorts
Omni Hotels & Resorts: Operates luxury hotels, resorts, and golf courses globally.
5+ YOEBachelor's in Accounting/Finance,5+ years sales & use/operational tax experience,proficiency with Microsoft Excel,CCH or RIA,Oracle,Texas sales & use tax and appeals experience,analytical and communication skills.
Microsoft Excel, CCH, RIA, Oracle
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1mo
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Global Employer Services Managing Director-Actuarial Services
Cleveland or Woodbridge or Minneapolis or Chicago or Norfolk or Richmond or Charlotte or Atlanta or Boston or Jacksonville or Dallas or Houston or New York or Stamford
$158k-$420k/yr OnsiteFull Time
BDO USA
BDO USA: Provides accounting, tax, and business advisory services to organizations.
10+ YOERequires 10+ years actuarial services experience, bachelor’s in accounting or business (master’s preferred), enrolled actuary preferred, strong technical writing, supervisory experience, and advanced Microsoft Access/Excel skills; exposure to RIA, CCH, BNA, Lexis-Nexis.
Microsoft Access, Microsoft Excel, Microsoft Word, RIA, CCH, BNA, Lexis-Nexis
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3mo
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Solutions Engineer
Los Angeles or Dallas
$96k-$141k/yr HybridFull Time
Altruist
Altruist: Provides a digital custodian and portfolio management platform for advisors.
3+ YOE3+ years in RIA/wealth management or advisor‑focused fintech; FINRA Series 7 and 63; strong tech, consulting, and cross‑functional collaboration skills.
APIs, CRM, data integrations, planning software, digital onboarding, e-signature
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4d
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Manager– Securities Compliance QA (Global Banking)
Philadelphia or Indianapolis or Dallas or Atlanta or Tampa or Cleveland or Edison or Charlotte or St. Louis
$54-$80/hr OnsiteTemporary, Full Time
RSM
RSM: Provides audit, tax and consulting services to middle-market businesses.
5+ YOERequires 5+ years of securities compliance, QA, testing, or regulatory oversight experience, second-line defense experience, and knowledge of Broker-Dealer and RIA regulations.
SEC, FINRA, Reg BI, Form CRS, Investment Adviser Act
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2mo
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Financial Planner
College Station, Texas, United States
$80k-$110k/yr OnsiteFull Time
Briaud Financial Advisors
Briaud Financial Advisors: A financial advisory firm providing comprehensive planning and fiduciary investment advice.
2+ YOECFP or equivalent required, 2 years working with a CFP, RIA/fiduciary experience preferred; strong client relationship, analytical, retirement, tax, and estate planning skills.
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3mo
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Rep Relationship Manager
Austin, Texas, United States
OnsiteFull Time
Integrity Marketing Group
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
6+ YOE6+ years brokerage/RIA/insurance experience; Series 7/24/65/66 preferred; bachelor's degree; strong communication; detail-oriented; fast-paced environment.
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1mo
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Operations - Data & Operations Integration Lead
Austin, Texas, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
6+ YOE6+ years in wealth management/financial services operations, bachelor's degree required; experience leading data migrations, familiarity with RIA regulations, data governance, and advisor technology platforms.
Salesforce, Redtail, Orion, Black Diamond, Addepar, Tamarac, Informatica, Talend, Matillion, Fivetran, integrate.io, DemandTools, TIBCO Clarity, Alteryx, Mammoth Analytics, Kafka, Debezium
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2w
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Regional Director
Minneapolis or Kansas City or St Louis or Dallas
$100k-$125k/yr OnsiteFull Time
Frontier Asset Management
Frontier Asset Management: Provides downside-risk managed investment strategies and active ETFs.
5+ YOEBachelor's degree, 5+ years investment wholesale experience, proven sales record, deep IBD/RIA relationships, strong communication and organizational skills, Series 65 or CFP preferred.
Salesforce, Pardot, Seismic, Microsoft Office, Zoom
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4w
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Senior Consultant Practice Management
Arizona or California or Colorado or Connecticut or Florida or Georgia or Idaho or Illinois or Iowa or Kansas or Massachusetts or Michigan or Nebraska or New Jersey or Nevada or New York or North Carolina or Ohio or Pennsylvania or South Carolina or Tennessee or Texas or Washington or Wisconsin
$150k-$170k/yr RemoteFull Time
Zocks
Zocks: AI platform automating administrative workflows for financial advisors.
3+ YOE3+ years experience in RIA/broker-dealer/bank/insurance environments, program and change implementation, consultative workshops, strong data analysis and presentation skills, familiarity with CRM and wealth management platforms.
CRM platforms, Google Workspace, Slack, Zoom
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1mo
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Senior Client Services Specialist, Family Office
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
Aldrich
Aldrich: Provides accounting, tax, wealth, and business advisory services.
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
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3mo
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Senior Wealth Advisor
Plano, Texas, United States
$125k-$175k/yr FieldFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; experience in wirehouse, IBD, bank, or RIA; CFP/CFA preferred; bachelor\u0002s preferred; strong communication and sales orientation.
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