RIA Operator/Senior Wealth Advisor

SKYLINE WEALTH STRATEGIES, LLC; Austin (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

Skyline Wealth Strategies, LLC seeks a licensed RIA Operator/Senior Wealth Advisor to establish and operate the firm’s new Registered Investment Advisor entity. You will lead as the responsible person, advise high-net-worth clients, and align onboarding, planning, and managed allocations with Skyline’s platform.

Ideal candidates bring Series 65, experience with RIA/IAR roles, and a collaborative, planning-first approach. On-site Austin presence is required, with hybrid consideration possible.

Qualifications

• Active Series 65 or equivalent registration.
• Experience managing HNW advisory relationships ($1M-$25M accounts).
• Comfortable with turnkey platforms and third-party SMAs.
• RIA or IAR experience preferred (startup or tuck-in).
• Strong communicator who thrives in a planning-first environment.

Responsibilities

• Hold or qualify to hold the RIA license and serve as the responsible person / operator.
• Lead advisor for new and existing managed account clients.
• Partner with Skyline on family onboarding, planning, and managed allocations.
• Oversee fiduciary compliance and collaborate with CCO partners.
• Build an RIA operation that scales with Skyline’s planning-led front office.

Skills

Strong communicator

HNW relationships

Planning-first mindset

Education

Series 65 registration

Tools

Outsourced CIOs

Job description

Opportunity

RIA Operator/Senior Wealth Advisor

Location

On-site Austin, TX (hybrid may be considered)

Who We Are

Skyline Wealth Strategies (SWS), a growing family office platform serving 200+ high-net-worth families (HNWFs) with $5-$50M balance sheets, is seeking a licensed RIA Operator / Senior Wealth Advisor to install, operate, and serve as the responsible person for the firm’s new Registered Investment Advisor entity. This is a key leadership hire with long-term ownership potential who will integrate the RIA offering into Skyline’s overall wealth platform and serve our families with fiduciary excellence.

What We're Building

SWS is positioning itself as the go-to wealth partner for HNWFs focused on tax-efficient legacy planning, retirement distribution strategies, and institutional-grade alternative investments. Our model integrates wealth planning, insurance, annuities, private credit, and real estate offerings via Noble Capital. This next phase will install a fully licensed RIA entity - separate, properly governed, and operated under its own regulatory structure - with Fidelity and Schwab as custodians. We will leverage a third-party institutional platform to power all asset management recommendations using subadvised and separately managed strategies. There will be no internal investment products or self-managed assets.

Role Summary

You will:

• Hold or qualify to hold the RIA license and serve as the responsible person / operator
• Serve as the lead advisor for new and existing managed account clients
• Partner with Skyline on family onboarding, planning, and managed allocations
• Oversee fiduciary compliance and collaborate with fractional or outsourced CCO partner
• Build an RIA operation that scales with Skyline’s planning-led front office

Ideal Background

• Active Series 65 or equivalent registration
• Experience managing HNW advisory relationships ($1M-$25M accounts)
• Comfortable working with turnkey platforms, outsourced CIOs, and third-party SMAs
• Previous RIA or IAR experience preferred (including startup or tuck-in experience)
• Strong communicator who thrives in a collaborative planning-first environment

Compensation

• Competitive base salary
• Incentive comp tied to AUM growth and client satisfaction
• Long-term equity participation in the new RIA entity
• Why This Role
• This is a rare opportunity to:
• Build an RIA from scratch, with full compliance and platform support
• Join a family office platform backed by a full accelerator (LevelUp)
• Work alongside elite advisors and planning professionals
• Serve as the responsible advisor for a meaningful book of business
• Help set the tone and fiduciary standard for a next-gen family office