RIA Operations & Training Consultant

Concurrent; Tampa (FL); 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, located in Tampa, FL, seeks an RIA Operations Consultant to support our Centralized Services platform. You will enable advisors to operate efficiently, provide hands-on operational guidance, and drive training to improve platform adoption and service quality.

The role requires deep knowledge of RIA operations, custodial platforms, and internal systems, with strong relationship management and training capabilities.

Qualifications

• Bachelor’s degree in a related field or equivalent relevant experience.
• 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 strong relationships based on credibility, accountability, and a deep understanding of advisor business needs.
• Act as a consistent point of contact for advisors navigating operational questions, platform usage, and change initiatives.
• Support advisor onboarding and ongoing adoption of Concurrent’s platform by guiding advisors through systems, workflows, and best practices.
• Promote advisor self-sufficiency by educating advisors on how to effectively utilize centralized services and operational tools.
• Provide expert operational support through ticketing systems, phone, and advisor-facing interactions, ensuring timely and accurate resolution of issues.
• Apply sound operational judgment to distinguish between system issues, process gaps, and advisor training opportunities.
• Serve as an escalation resource for complex or recurring issues, ensuring appropriate resolution and cross-functional follow-up.
• Ensure support activities align with regulatory requirements, custodial standards, and firm policies.
• Lead structured training initiatives including one-on-one advisor sessions, small group training, and firmwide education related to custodial platforms and internal systems.
• Identify training gaps based on ticket trends, advisor behavior, and platform usage.
• Maintain and enhance SOPs, quick-reference guides, and training materials to support consistent advisor knowledge and operational execution.
• Measure training effectiveness through improved advisor confidence, platform adoption, and reduction of repeat operational issues.
• Identify recurring advisor pain points and operational friction within the platform.
• Translate advisor feedback into actionable recommendations for workflow improvements, system enhancements, and training initiatives.
• Partner with Centralized Services, Technology, Practice Synergies, Compliance, and other internal teams to drive scalable improvements.
• Maintain working knowledge of Concurrent’s evolving technology stack and service model through ongoing cross-training.
• Meet established KPIs related to response time, issue resolution quality, advisor satisfaction, and documentation accuracy.
• Participate in regular KPI reporting, skill assessments, and performance reviews.
• Contribute to special projects once consistent service performance and reliability are demonstrated.

Skills

RIA operations

Advisor support

Relationship management

Operational training

Education

Bachelor’s degree in related field

Tools

Practifi

Black Diamond

Desk365

Fidelity

Schwab

Goldman Sachs

Job description

Concurrent, located in Tampa, FL, seeks an RIA Operations Consultant to support our Centralized Services platform. You will enable advisors to operate efficiently, provide hands-on operational guidance, and drive training to improve platform adoption and service quality.

The role requires deep knowledge of RIA operations, custodial platforms, and internal systems, with strong relationship management and training capabilities.