The RIA Services Director serve as a strategic partner to the RIA Blueprint Community Leader in shaping and executing initiatives that enhance the RIA Blueprint customer journey. This role is instrumental in delivering a seamless, engaging, and value-driven experience for financial professionals and their clients.

INTERNAL ENABLEMENT & EDUCATION

• Lead cross-departmental training initiatives to elevate organizational understanding of the RIA industry, the RIA Blueprint platform, and the advisor segments served.
• Develop and maintain internal reporting on the opportunity pipeline and provide training to support its effective use.
Platform Strategy & Roadmap Development
• Influence the strategic roadmap for RIA Blueprint by identifying and advocating for platform enhancements that drive scalability and advisor satisfaction.
• Evaluate and prioritize initiatives based on impact and feasibility.
• Collaborate with cross-functional teams to continuously improve the advisor experience.
Post-Sales Support & Relationship Management
• Transition advisor relationships to dedicated relationship managers post-sale, while remaining a point of escalation for complex issues.
• Support the RIA Channel in shaping marketing strategies and roadmaps for complementary offerings.

REQUIRED EXPERIENCE AND SKILLS

• 7+ years of experience within the RIA space or wealth management platforms.
• 3+ years in a leadership or strategic planning role, ideally involving platform development or advisor services.
• Bachelor’s degree in Business, Finance, Economics, or a related field or an equivalent combination of education and experience.
• Deep understanding of the Registered Investment Advisor (RIA) industry, including business models, regulatory environment, and market trends.
• Proven ability to develop and execute strategic initiatives that drive platform growth and advisor engagement.
• Strong analytical skills with experience in pricing strategy, performance tracking, and market segmentation.
• Exceptional communication and presentation skills, with the ability to lead consultative discussions and influence cross-functional teams.
• Demonstrated success in sales enablement, go-to-market strategy, and advisor recruiting.
• Ability to manage complex projects and collaborate across departments to deliver results.
• Proficiency in CRM systems, reporting tools, and Microsoft Office Suite; experience with Salesforce is a plus.
Compensation Range :
The base annual salary range for this role is $151,000 to $201,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

LI-Hybrid

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more