RIA Operations Enablement & Training Consultant

Concurrent; McLean (VA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Dental Insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Concurrent is seeking an RIA Operations Consultant in McLean, VA, to act as a trusted operational partner, providing hands-on support and driving enablement across custodial platforms and internal systems.

The role emphasizes advisor onboarding, training delivery, process improvements, and adherence to regulatory and custodial standards, with a focus on improving advisor self-sufficiency and service model efficiency.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Minimum of five years of experience in RIA operations, advisor support, or custodial environments.
• Demonstrated expertise in advisory operations, custodial workflows, and advisor platform support.

Responsibilities

• Serve as a trusted operational partner to assigned advisors and advisory teams, building relationships based on credibility and accountability.
• Be the primary contact for advisors navigating operational questions, platform usage, and change initiatives.
• Support advisor onboarding and ongoing adoption of Concurrent’s platform through guided workflows and best practices.
• Promote advisor self-sufficiency by educating advisors on centralized services and operational tools.

Skills

RIA operations

advisor support

relationship management

training facilitation

communication skills

Education

Bachelor’s degree or equivalent

Job description

Concurrent is seeking an RIA Operations Consultant in McLean, VA, to act as a trusted operational partner, providing hands-on support and driving enablement across custodial platforms and internal systems.

The role emphasizes advisor onboarding, training delivery, process improvements, and adherence to regulatory and custodial standards, with a focus on improving advisor self-sufficiency and service model efficiency.