Talent.com
RIA Operations Consultant
RIA Operations ConsultantConcurrent • Tampa, FL, US
RIA Operations Consultant

RIA Operations Consultant

Concurrent • Tampa, FL, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Join to apply for the RIA Operations Consultant role at Concurrent

Join to apply for the RIA Operations Consultant role at Concurrent

Description

We are seeking an RIA Operations Consultant

Department : Operations

Employment Type : Full Time

Location : Tampa, FL

Compensation : $80,000 - $100,000 / year

Description

We are seeking an RIA Operations Consultant (Internal Title : Associate Director of Base Camp) to join our Base Camp Support team. This role combines technical expertise, strategic insight, and a customer success mindset to ensure our advisors and their teams maximize the value of our CRM platform (Practifi). You will serve as a subject matter expert supporting advisor onboarding, CRM training, and day-to-day service requests—while also playing a key role in driving adoption and continuous improvement.

The ideal candidate will have experience working within the financial services industry, particularly with custodians and platforms such as Charles Schwab, Goldman Sachs, and / or Fidelity. This includes familiarity with account setup and maintenance, advisor tools and integrations, and end-user training on those platforms.

Responsibilities

Advisor Support & Ticket Management

  • Own and resolve CRM-related service tickets and general Base Camp requests in accordance with defined service-level agreements (SLAs), ensuring a timely and advisor-friendly experience.
  • Respond to requests involving account maintenance and training on Charles Schwab, Goldman Sachs, and Fidelity platforms.

CRM Subject Matter Expertise

  • Act as the internal expert on Practifi (built on Salesforce), providing functional guidance, configuration insights, and troubleshooting support to advisors and internal teams.

    • Onboarding & Implementation

  • Partner with the onboarding team to ensure new advisors are properly configured in the CRM and linked platforms.
  • Support setup and training related to Charles Schwab, Goldman Sachs, and Fidelity account tools and workflows.
  • Guide advisors through initial use of the CRM and related tech tools, ensuring a seamless transition into the Concurrent ecosystem.

    • Training & Adoption Enablement

  • Lead live and virtual training sessions (1 : 1 and group), tailored to varying levels of user experience.
  • Develop and maintain documentation, quick guides, and reference materials to drive CRM and custodian platform adoption and advisor self-sufficiency.

    • Client Experience & Process Optimization

  • Collaborate with internal stakeholders and field teams to gather feedback, identify pain points, and recommend scalable improvements to workflows, CRM features, and custodian-related processes.

    • Communication & Collaboration

  • Proactively communicate CRM updates, enhancements, and best practices to advisors and internal users.
  • Participate in cross-functional projects that elevate the advisor experience and optimize service delivery.

    • Qualifications

  • Bachelor's degree in Business, Finance, Information Systems, or a related field.
  • 3+ years of experience training or supporting end users on CRM platforms (Practifi or Salesforce experience strongly preferred).
  • 3+ years of experience in RIA operations.
  • Background in customer success, advisor operations, or technology enablement is a plus.
  • Skilled communicator, comfortable working with users of varying technical ability.
  • Analytical and detail-oriented with a proactive, service-driven approach.
  • Familiarity with custodian platforms is beneficial but not required.
  • Able to thrive in a fast-paced, collaborative, and agile work environment.

    • Location / Schedule

  • Tampa, FL home office preferred; Remote work will be considered
  • Working hours are 9am-5pm Monday-Friday
  • Occasional evening / weekend hours may be requested.
  • Travel is less than 10%

    • Job Type

  • Full-time, Exempt
  • $80,000-$100,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities

    • Benefits

  • 401(k) matching
  • Equity
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

    • Seniority level

    Seniority level

    Mid-Senior level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Management and Manufacturing

    Referrals increase your chances of interviewing at Concurrent by 2x

    Sign in to set job alerts for "Operations Consultant" roles.

    Manager, Customer Operations (Inbound Virtual Contact Center)

    Procurement Manager - Purchasing Operations (Remote)

    Business Analyst - Workforce Development

    Domain Consultant - Security Operations Transformation

    Business Analyst - Labor Market Information

    Business Analyst - Labor Market Information

    Client Development Director (Remote - Georgia or Florida)

    St. Petersburg, FL $110,000.00-$150,000.00 1 month ago

    Client Development Director (Remote - Georgia or Florida)

    Business Tax Analyst- Work From Home - 3+ Yrs Paid Tax Experience Required

    We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

    J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Consultant Consultant • Tampa, FL, US

    Job_description.internal_linking.related_jobs
    Sr Audit Consultant

    Sr Audit Consultant

    usf.edu • Tampa, FL, US
    serp_jobs.job_card.full_time
    Locations 4202 East Fowler Avenue, Tampa, FL, 33620, US.USF Office of Internal Audit (IA) provides independent, objective assurance and advisory services designed to add value and improve the unive...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior IT Consultant Epic on Azure Transformation

    Senior IT Consultant Epic on Azure Transformation

    ClinDCast LLC • Tampa, FL, US
    serp_jobs.job_card.full_time
    We are seeking an experienced Senior IT Consultant to support our large-scale Epic migration to Microsoft Azure.The ideal candidate will bring deep experience with both Epic Systems (application an...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Accounting Consultant-Engagement Director

    Accounting Consultant-Engagement Director

    CliftonLarsonAllen • Tampa, FL, US
    serp_jobs.job_card.temporary
    Accounting Consultant (Engagement Director).CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sr. Implementation Consultant - Sage Intacct

    Sr. Implementation Consultant - Sage Intacct

    CLA (CliftonLarsonAllen) • Tampa, FL, US
    serp_jobs.job_card.full_time
    Implementation Consultant - Sage Intacct.Be among the first 25 applicants.Implementation Consultant - Sage Intacct.Get AI-powered advice on this job and more exclusive features.CLA is a top 10 nati...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Lead Technical Solution Consultant

    Lead Technical Solution Consultant

    Serviceaide (Agentic-AI Solutions) • Tampa, FL, US
    serp_jobs.job_card.full_time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Serviceaide is a global leader in modern service and support management software.The company's vision ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    OFRO Independence Consulting Manager - Technology

    OFRO Independence Consulting Manager - Technology

    PwC (US) • Tampa, FL, US
    serp_jobs.job_card.full_time
    IFS - Risk & Quality (R&Q) Manager.At PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions.They help org...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr NetSuite Consultant

    Sr NetSuite Consultant

    Spinnaker Search • Tampa, FL, US
    serp_jobs.job_card.permanent
    Our client is a leading professional services and consulting firm recognized nationwide for delivering accounting, tax, advisory, and technology solutions. With more than 8,000 team members across 1...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr. Acumatica Implementation Consultant

    Sr. Acumatica Implementation Consultant

    CliftonLarsonAllen • Tampa, FL, US
    serp_jobs.job_card.full_time
    CLA is a top 10 national professional services firm where.Even with more than 8,500 people, 130 U.CLA is dedicated to building a. Senior Acumatica Implementation Consultant.As a Senior Consultant, y...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Utilities Industry Consultant / CIS Transformation

    Utilities Industry Consultant / CIS Transformation

    Accenture • Saint Petersburg, FL, US
    serp_jobs.job_card.full_time
    Utilities Industry Consultant / CIS Transformation.Utilities Industry Consultant / CIS Transformation.Utilities Industry Consultant / CIS Transformation. Be among the first 25 applicants.Utilities Industr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr Claims Consultant

    Sr Claims Consultant

    Baldwin Risk Partners, LLC • Tampa, FL, US
    serp_jobs.job_card.full_time
    Sr Claims Consultant page is loaded## Sr Claims Consultantlocations : Tampa, Florida, UStime type : Full timeposted on : Posted 3 Days Agojob requisition id : JR108331The Sr Claims Consultant i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, Operational Resilience PGIM Risk and Enablement (Hybrid)

    Director, Operational Resilience PGIM Risk and Enablement (Hybrid)

    Prudential Financial • Tampa, FL, US
    serp_jobs.job_card.full_time
    Operational Resilience Director.The Operational Resilience team enables the firm to identify and anticipate threats to business operations from conventional and non-conventional sources, and adequa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Business Solutions Consultant

    Business Solutions Consultant

    The Acquisition Group • Seffner, FL, US
    serp_jobs.job_card.full_time
    We're searching for motivated individuals keen on the dynamic Business Sales sector.Our goal is to have a sales team that excels in comprehending the needs of our business clients and collaborates ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Solutions Consultant 2

    Solutions Consultant 2

    Palo Alto Networks • Tampa, FL, US
    serp_jobs.job_card.full_time
    Our Mission : At Palo Alto Networks everything starts and ends with our mission.Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    RIA Operations Consultant

    RIA Operations Consultant

    Concurrent Investment Advisors • Tampa, Florida, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    We are seeking an RIA Operations Consultant.Internal Title : Associate Director of Base Camp).This role combines technical expertise, strategic insight, and a customer success mindset to ensure our ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Sr Audit Consultant

    Sr Audit Consultant

    University of South Florida • Tampa, FL, US
    serp_jobs.job_card.full_time
    Focus on the core content of the job post, removing any extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Transitions Consultant

    Transitions Consultant

    Advisor Group • Saint Petersburg, FL, US
    serp_jobs.job_card.full_time
    Brokerage Operations Opportunity in Financial Services.Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr Dir Consulting Solutions

    Sr Dir Consulting Solutions

    Kforce, Inc • Tampa, FL, US
    serp_jobs.job_card.full_time
    Great Careers start here! You are not yet signed in.Job Description - Sr Dir Consulting Solutions (250320).Sr Dir Consulting Solutions - ( 250320 ). Kforce is a solutions firm specializing in techno...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Medical Director

    Medical Director

    National Veterinary Associates • RUSKIN, Florida, United States
    serp_jobs.job_card.permanent
    Join the Ruskin Animal Hospital team and make a real impact in a supportive, vibrant community! We’re seeking a dedicated Managing Veterinarian and offer work-life balance, flexible scheduling, and...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted