RIA Launch Project Manager

Muriel Consulting • 1099 • Remote (United States) • $80k - $100k / year • 1w ago

Firm Type: Other

Total Compensation Range (Base + Commissions/Bonus): from 100000 to 125000

Our business is looking for an experienced, highly organized RIA Launch Project Manager to guide financial advisors and teams through launching independent RIAs. This is not an administrative PM role, this is a client-facing role for someone who thrives in complex environments, keeps multiple workstreams moving at once, and turns a detailed transition plan into successful execution — working closely with senior leadership as the day-to-day driver of RIA launch engagements across clients, custodians, compliance partners, technology providers, and vendors.

Responsibilities:

The detailed project plan for assigned RIA launches — timelines, milestones, dependencies, and deliverables from kickoff through post-launch.
Run recurring client meetings, track action items, and drive follow-up and accountability.
Spot risks and delays before they impact the launch, and escalate strategic issues with context and solutions in hand — including knowing when legal or compliance needs to be looped in.
Coordinate implementation across custodians, compliance consultants, technology providers, insurance providers, and marketing partners, sequencing dependencies correctly.
Serve as the primary day-to-day contact for assigned engagements, with a genuine service mentality — taking things off the advisor's plate wherever possible.
Facilitate meetings, document decisions, and drive next steps
Handle sensitive information with discretion and confidentiality.
Keep deliverables and documentation on track toward launch readiness; run quality reviews before key milestones.
Support launch week and post-launch follow-up, and capture lessons learned to improve the businesses processes.

Requirements:

Someone proactive rather than reactive — who drives the process forward rather than taking orders, anticipates what's next, and keeps the right people moving at the right time.

Experience in financial services, wealth management, RIA operations, or advisor transitions; direct RIA launch or custodial implementation experience strongly preferred.
Strong project management skills across multiple concurrent engagements; familiarity with Monday.com or similar PM software.
Excellent client-facing communication, including the confidence to tactfully push back on advisors.
Attention to detail without losing the bigger picture; sharp instincts for risks, dependencies, and gaps and anticipates issues before they become problems.
A natural drive toward structure, accountability, and forward momentum, plus comfort with an evolving, entrepreneurial environment.

Compensation & Benefits

Competetive base salary plus bonus opportunity
1099, temp to hire
Highly collarborative team environment

Never Miss a New Opportunity

Subscribe and get the latest jobs directly to your inbox

Get a

email of new

jobs

Related Jobs

Relationship Advisor

Muriel Consulting • W2 Full-time • Saint Louis, Missouri, United States • $60k - $80k / year • 1w ago

Sales / Growth / Business Development

Easy Apply

1w ago

Apply

Financial Advisor - Experienced

Muriel Consulting • W2 Full-time • Clayton, Missouri, United States • $100k - $250k / year • 1w ago

Advisory / Financial Advisor

Easy Apply

1w ago

Apply

Registered Sales Associate

Muriel Consulting • W2 Full-time • Plymouth, Minnesota, United States • $85k - $100k / year • 1w ago

Client Service / Relationship Management

Easy Apply

1w ago

Apply

Relationship Advisor

Muriel Consulting • W2 Full-time • Saint Louis, Missouri, United States • $70k - $100k / year • 1w ago

Sales / Growth / Business Development

Easy Apply

1w ago

Apply

Associate Financial Advisor

Muriel Consulting • W2 Full-time • Columbus, Ohio, United States • $70k - $100k / year • 1w ago

Advisory / Financial Advisor

Easy Apply

1w ago

Apply

Advisor Support Associate

Valley Consulting Partners • W2 Full-time • San Diego, California, United States • $60k - $90k / year • 1w ago

Client Service / Relationship Management Redtail Wealthbox Pershing NFS

Easy Apply

1w ago

Apply

Tax Professional Partner (CPA / EA): Add Investment Advisory Services

BluePrint Investments and Tax Planning • 1099 • Remote (Incline Village, Nevada, United States) • $0 - $1m / year • 2w ago

Tax / Accounting / Advanced Planning Series 65 CPA EA — Enrolled Agent

Easy Apply

2w ago

Apply

Financial Advisor, Independent RIA (Remote)

BluePrint Investments and Tax Planning • 1099 • Remote (Incline Village, Nevada, United States) • $0 - $1m / year • 2w ago

Advisory / Financial Advisor CFP Series 65 Schwab

Easy Apply

2w ago

Apply

Senior Retirement Client Consultant

Leading Retirement Solutions • W2 Full-time • Remote (Remote, USA only) • $80k - $100k / year • 2w ago

Client Service / Relationship Management

2w ago

Apply

Associate Wealth Management Advisor

CMC Recruiting • W2 Full-time • Leawood, Kansas, United States • $60k - $80k / year • 1m ago

Advisory / Financial Advisor Series 7 Series 66 Series 6 Series 63 Series 65 Insurance License

Easy Apply

1m ago

Apply

Find New Opportunities & Get Discovered

Create a profile to unlock new opportunities as leading employers look for professionals.

Create a Free Account