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Project Management
Director of RIA Operations
@Earnedwealth
[Hiring] Director of RIA Operations @Earnedwealth
Mar 19, 2025 - Earnedwealth is hiring a remote Director of RIA Operations. đź’¸ Salary: unspecified. đź“ŤLocation: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
The Director of RIA Operations will be responsible for overseeing the day-to-day wealth management operations of Earned Wealth, ensuring that our services are delivered efficiently and effectively. This leadership role requires a strategic thinker who can implement operational improvements, manage compliance and regulatory requirements, and foster a culture of continuous improvement within the organization. The ideal candidate will have a strong background in financial services, exceptional leadership skills, and a passion for client success. This role will report into the Chief Wealth Officer.
- Oversee all wealth management operational functions, including billing, account maintenance, trade execution, reporting, and technology integration
- Lead and mentor the wealth management operations team, fostering a culture of accountability, teamwork, and professional development
- Manage day-to-day activities of our key vendors across our wealth management technologies, specifically our custodian(s), portfolio accounting platform, and our CRM
- Develop, document, and implement operational strategies that align with the overall goals of Earned Wealth, enhancing efficiency and client satisfaction
- Lead client billing activities, including revenue reporting to support monthly close in collaboration with accounting team and audit processes to ensure accurate billing
- Ensure compliance with industry regulations and best practices, maintaining up-to-date knowledge of SEC regulations
- Collaborate with senior management to set performance goals and monitor progress, making adjustments as necessary to achieve targets
- Analyze operational performance metrics and identify areas for improvement to optimize workflows and reduce costs
- Coordinate with wealth advisors and the client service team to support client service initiatives, ensuring timely and effective communication with clients
- Prepare reports and presentations for senior management, highlighting operational performance and strategic initiatives
Qualifications
- Bachelor’s degree in Finance, Business Administration, or a related field
- 3-5 years of wealth management operations experience with at least 3 years of operations management experience within preferably a registered investment advisory firm
- Proven track record of developing and implementing successful operational strategies that drive efficiency and enhance client service
- Passion for building a better wealth management experience
- Working knowledge of Fidelity Wealthscape, Schwab, Orion, Salesforce, and AdvicePay is preferred
- Strong understanding of investment products, regulatory requirements, and compliance issues within the financial services sector
- Exceptional leadership and team management skills, with the ability to motivate and inspire staff
- Excellent analytical and problem-solving abilities, with a focus on data-driven decision-making
- Strong communication and interpersonal skills, with the ability to build relationships with clients, team members, and stakeholders
Benefits
- An attractive total compensation package
- Employer-sponsored health insurance (medical, dental, vision)
- 401k + 5% match
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| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Project Management
Project Management
|
Salary
đź’¸
unspecified
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 19, 2025
|
️
| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
