Senior RIA Operations & Advisor Enablement Lead

Concurrent; San Diego (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

401(k) matching

Dental Insurance

Health insurance

Paid time off

Vision insurance

Job summary

A financial services firm is seeking a Senior RIA Operations Consultant in San Diego, CA, to support advisors operationally and guide them in using the firm's platform effectively. Responsibilities include building relationships with advisors, leading training sessions, and resolving issues while ensuring compliance. Candidates should have a Bachelor's degree and at least 8 years of experience in RIA operations. The role offers a competitive salary and benefits including 401(k) matching and health insurance.

Qualifications

• 8+ years of experience in RIA operations or advisor support.
• Demonstrated expertise in advisory operations.
• Strong communication skills with advisors.

Responsibilities

• Serve as a trusted partner for advisors and advisory teams.
• Lead training initiatives for advisors.
• Ensure timely issue resolution through expert support.

Skills

RIA operational workflows

relationship management

analytical skills

problem-solving capabilities

attention to detail

Education

Bachelor’s degree in a related field

Tools

Practifi

Black Diamond

Desk365

Fidelity

Schwab

Job description

A financial services firm is seeking a Senior RIA Operations Consultant in San Diego, CA, to support advisors operationally and guide them in using the firm's platform effectively. Responsibilities include building relationships with advisors, leading training sessions, and resolving issues while ensuring compliance. Candidates should have a Bachelor's degree and at least 8 years of experience in RIA operations. The role offers a competitive salary and benefits including 401(k) matching and health insurance.