Senior Independent RIA - Growth & Succession Support
The Employee Connect
A leading financial services firm is in search of experienced Registered Investment Advisors (RIAs) to manage client assets exceeding $30 million. This commission-based role allows independent advisors to remain in their current location while benefiting from extensive operational support and succession planning options. Ideal candidates have over 20 years of experience in wealth management and no active non-compete agreements. This opportunity focuses on relieving advisor compliance burdens and promoting business growth. #J-18808-Ljbffr
$95k - $110k
...journey. We’re a profitable, high-growth FTSE-250 company with a big... .... We run the world’s largest independent consumer review platform, and... ...strategic notes, and formal success plans in CRM for... ...and development opportunities supported through the Trustpilot Academy...SeniorWork at officeFlexible hours$250k
...a partnership/acquisition/succession opportunity for established... ...Position Title: Experienced Independent Financial Advisor or Registered Investment Adviser (RIA) Seeking Growth Platform or Succession... ..., and centers of influence support Create immediate enterprise...SuggestedImmediate startRemote workFlexible hours- ...Senior Director Of Corporate Philanthropy At Boys... ..., reporting, and growth in corporate and event... ...major donors to expand support for BGCMD's programs and... ...work. Ability to work independently and with a team.... ...perspectives contribute to the success of our team....SeniorWork at officeRemote workWork from homeFlexible hours1 day per week
- ...Wells Fargo is seeking a Senior Commercial Banking... ...alternatives while exercising independent judgement to guide... ...to enable business growth Experience developing... ...characteristic. Employees support our focus on building... ...as critical to the success of our customers and company...SeniorFull timeWork experience placement
- ...As a Senior Customer Success Manager, you are a highly experienced advisor helping customers navigate... ...across Sales, Product, Services, and Support to drive long‑term health and value realization... ...for the organization. Support team growth by participating in the interview and...SeniorWork experience placementLocal area
$115k - $166.75k
...the world. Our team hails from successful startups, leading tech... ...communicating openly & respectfully, and supporting one another. We encourage... ...‑driven engagement. As a Senior Customer Success Manager, you... ...opportunities for improvement, growth, and risk mitigation. You...SeniorTemporary workWork at officeRemote workFlexible hours3 days per week$91.9k - $138.7k
...one of the biggest names in payments. We're looking for a Senior Partner Success Manager to join our Platforms and Integrated Payments... ...shape partner journeys, foster long-term partnerships, and support company growth. Strategic Partner Management: Oversee and...SeniorFull time$67.9k - $199.14k
...Position Summary The Senior Manager, Pharma Services Growth is a critical member of the Trade Strategy team... ...enterprise. This high visibility position supports the Lead Director, Pharma Services... ..., and support material to successfully recommend strategy or change initiatives...SeniorHourly payFull timeTemporary workLocal area$112k - $154.9k
...teams across the organization. The Senior Principal Customer Success Manager is aligned at the customers'... ...the customers’ IT, Engineering and Support organizations. Demonstrates hands... ...to reduce cost and drive growth. When appropriate, recommend additional...SeniorLocal areaFlexible hours- ...Workiva Customer Success Managers (CSM) are a critical part of our customer-facing team.... ...outcomes; and identifying opportunities for growth within their named accounts post-sale. As... ...closely with Workiva's Services team, Support team, Marketing team, and Sales team to drive...Work at officeRemote workFlexible hours
$250k
...JOIN OUR TEAM Join EQS as a Senior Customer Success Manager and partner with enterprise compliance... ...work, take pride in what they do, and support one another to achieve more together.... ...multi‑product customers with significant growth and retention potential. Build trusted...SeniorWorldwide$160k
...Our sales team's success is MongoDB's success. We help customers... ...." The Opportunity As a Senior Enterprise Account Executive,... ...pivotal role in driving the growth and success of MongoDB. You will... ...re committed to developing a supportive and enriching culture for everyone...SeniorLive inLocal areaWorldwideFlexible hours$91k - $321.5k
...excellence, contributes to the success of our Firm. Examples of... ...Firm's code of conduct, and independence requirements. The... ...Specialist - Managed Services - Senior Manager, you will lead initiatives... ...Manage contract reviews and support engagement planning by applying...SeniorFull timeContract workH1b$115k - $166.75k
...Alloy.ai in Denver is hiring a Senior Customer Success Manager to manage key Mid-Market and Enterprise customers. The role involves building reliable business connections and supporting customer onboarding and training. Applicants should have 3+ years in customer success...SeniorWork at office3 days per week- Cobnks is seeking a Senior Business Banking Officer in Arvada, Colorado, to develop business banking relationships and provide comprehensive... ...client service. This role requires minimum 5 years of successful lending experience and 7 years in banking with a focus on developing...Senior
- Sorren, Inc. is seeking a Senior Associate in Client Accounting Services for their Denver location. This role involves... ...a CPA license or eligibility. The position offers a supportive environment fostering professional growth with generous benefits, including comprehensive...SeniorFlexible hours
$80k - $132k
Aprio in Denver is seeking a Senior Associate, Compliance as a Service, to lead and support managed security compliance engagements. This role requires a minimum of... ...medical insurance, flexible working environments, and opportunities for growth. #J-18808-Ljbffr AprioSeniorRemote jobFlexible hours- ...residents and families during their adjustment to care. You will support residents' social, psychological, and emotional needs while... ...populations and a commitment to compassionate care. The role offers growth opportunities, bonuses, and health benefits, creating a...Senior
$87.4k - $123.4k
...financial freedom. Empower Yourself. The Senior Wealth Advisor, Practice Lead plays a... ...helping clients achieve long-term financial success by serving as a trusted advisor and... ..., and strengthen net asset retention and growth. What You Will Do Serve as the...Senior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$150k - $180k
...will lead and mentor teams supporting top-tier sponsors while driving... ...to the continued success of one of the industry's most... ...accounting of an existing fund independently Ability to interface and... ...opportunities for professional growth and development. As a member...- ...Senior Partner Success Manager Via is on a mission to create public transportation systems that... ...opportunities for service growth and revenue generation Lead the analysis... ...improve quality, efficiency, and growth Independently lead multi-year and complex contract...SeniorContract workWork experience placement
$45k - $100k
...seen, heard, respected, and supported. This is what we believe makes... ..., and we credit much of our success to their unique experiences... ...home office - You’ll work independently, but will have a team of thousands... ...your earning potential and growth, and your compensation is...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$95k - $125k
...are at a pivotal moment of accelerated growth, and our success depends on making smart, data-informed decisions. We are looking for a Senior Commercial Analyst who is more than just... ...our work, consistently innovating to support our mission. EXCELLENCE We strive...SeniorFor contractors$83k - $117k
...Centennial, CO (a suburb of Denver). Role Description The Customer Success Manager will oversee PMT’s top customer accounts while helping... ...customer concerns and complex account issues Act as the lead support resource and subject matter expert for the CSR team Assist in...SeniorFull timeWork at office$79.4k - $108.9k
...Tilly US, LLP is a licensed independent CPA firm that provides... ...Tilly US (BT) as an Audit Senior Associate! This is a great... ...internally and with your clients. Support the growth and development of team... ...balance. Qualifications Successful candidates will have: Bachelor...SeniorLocal areaWorldwide$100k - $185.5k
...develop and execute the growth and retention strategy... ...recommendations to senior leaders on strategy and... ...business projects. Conducts independent analysis and... ...resolve strategic issues. Supports the execution of strategic... ...skills with successful track record. Ability...SeniorPart timeLocal areaShift work$125k
...information Name Senior Manager, Tax Posting... ...the use of technology Successfully researching complex tax... ...Mazars, LLP is an independent member of Forvis Mazars... ...matter, learning fuels growth, and every person feels valued and supported to thrive. What We Offer...SeniorFull timeFlexible hours$179k - $262k
...US, LLP is a licensed independent CPA firm that provides... ...currently searching for a Senior Manager to join our... ...impact on the firm's success. As one of the fastest... ...engagement team's professional growth and develop your own... ...programs Support the growth and development...SeniorLocal areaWorldwideShift work$30k - $200k
...The Role As a Senior Customer Success Manager at Spekit, you own the outcomes for a portfolio of mid‑market and enterprise accounts. You're the... ..., a strategic advisor, and internal advocate. You're not a support function — you're a revenue driver. You will be responsible...SeniorWork at officeRemote work$120k - $150k
...A Brief Overview The Senior Investment Associate is a core member... ...is responsible for supporting all aspects of project execution... ...who takes initiative, works independently, and contributes effectively... ...Demonstrated adaptability and growth mindset toward evolving...SeniorWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Independent RIA - Growth & Succession Support. Be the first to apply!
- investment consultant Denver, CO
- investment advisor Denver, CO
- registered investment advisor Denver, CO
- senior automation controls engineer Denver, CO
- senior accounts payable Denver, CO
- senior brand designer Denver, CO
- senior financial advisor Denver, CO
- senior underwriter Denver, CO
- senior cost analyst Denver, CO
- senior business analyst contract Denver, CO

