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As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team. As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team.
$59,000 - $86,000 a yearFull-timeExpandUpdated Today - UpvoteDownvoteShare Job
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Familiarity with Schwab Advisor Services or other RIA custodial platforms. Assist in the overall administration of the advisor and broker/dealer compliance programs. The Senior Advisory Operations Analyst will support the daily operations and compliance programs of GuideStone Advisors, an SEC registered investment advisor, and its affiliated broker/dealer.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Knowledge of Financial Tech with an emphasis in Wealth Management/RIA operations. 1-3 years of Financial Tech experience with emphasis on wealth management and RIA. Essential responsibilities and tasks of the Salesforce Administrator/Developer are: Primary role of core system management and hands-on subject matter expert of our enterprise Salesforce and Black Diamond solution.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Support GSA Compliance Assist in the overall administration of the advisor and broker/dealer compliance programs. About Us Who We Are GuideStone is a diversified Christian financial services provider, offering retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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2+ years experience in a Registered Investment Advisor (RIA) or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clients.
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Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning. CFP, CFA, CAIA, and/or CPWA preferred. The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Sales & Business Development: Lead business development in the Registered Investment Advisor (RIA) industry vertical for Customers Bank. Showcase Customers Bank's unique, High-Tech/High-Touch value proposition to advisors and their clients.
$175,000 - $225,000 a yearFull-timeExpandUpdated Yesterday - UpvoteDownvoteShare Job
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Familiarity with Orion Advisor Technology or other back-office advisor technology. 5+ years in advisory or broker/dealer operations. We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred. In this role, the International Tax Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and maintaining key client relationships.
$95,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Client Onboarding and Integration: Serve as the dedicated RIA advocate, bridging internal teams, external third parties, and RIA customers. Expertise spanning the technical, operational, and regulatory aspects of the RIA landscape.
$119,000 - $164,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Have a track record raising capital from Institutional LPs, Real Estate Allocators, Family Office, RIA, HNWI, etc., in the US and Europe. Identify potential investors for multifamily acquisitions and developments.
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Includes both the global Hines organization as well as RIA AUM as of June 30, 2022. Establish and execute emergency plans and practice drillsMonitor emergency equipmentLead and/or assist with evacuations, bomb searches and life safety alarms as deemed reasonable and prudentAct as fire/life safety director while assisting emergency authorities and response teams.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Avantax is seeking an Investment Trader (Processor) who will be responsible for the implementation of trade requests for RIA accounts as requested by authorized persons, and per client Investment Policy Statements (IPS) and Investment Advisory Committee (IAC) policies in a timely, accurate, and professional manner.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Following the direction and strategy of the Director of Business Development, this highly collaborative team is responsible for growing Allworth Financials' assets under management by conducting sales activities to generate qualified leads in the Independent Broker Dealer (IBD), Hybrid RIA and RIonly channels.
Full-timeExpandApply NowActive JobUpdated 10 days ago
ria job in Dallas, TX
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