RIA Operator/Senior Wealth Advisor
About The Position
Skyline Wealth Strategies (SWS), a growing family office platform serving 200+ high-net-worth families (HNWFs) with $5–$50M balance sheets, is seeking a licensed RIA Operator / Senior Wealth Advisor to install, operate, and serve as the responsible person for the firm’s new Registered Investment Advisor entity. This is a key leadership hire with long-term ownership potential who will integrate the RIA offering into Skyline’s overall wealth platform and serve our families with fiduciary excellence. SWS is positioning itself as the go-to wealth partner for HNWFs focused on tax-efficient legacy planning, retirement distribution strategies, and institutional-grade alternative investments. Our model integrates wealth planning, insurance, annuities, private credit, and real estate offerings via Noble Capital. This next phase will install a fully licensed RIA entity — separate, properly governed, and operated under its own regulatory structure — with Fidelity and Schwab as custodians. We will leverage a third-party institutional platform to power all asset management recommendations using subadvised and separately managed strategies. There will be no internal investment products or self-managed assets.
Requirements
- Active Series 65 or equivalent registration
- Experience managing HNW advisory relationships ($1M–$25M accounts)
- Comfortable working with turnkey platforms, outsourced CIOs, and third-party SMAs
Nice To Haves
- Previous RIA or IAR experience preferred (including startup or tuck-in experience)
- Strong communicator who thrives in a collaborative planning-first environment
Responsibilities
- Hold or qualify to hold the RIA license and serve as the responsible person / operator
- Serve as the lead advisor for new and existing managed account clients
- Partner with Skyline on family onboarding, planning, and managed allocations
- Oversee fiduciary compliance and collaborate with fractional or outsourced CCO partner
- Build an RIA operation that scales with Skyline’s planning-led front office
Benefits
- Competitive base salary
- Incentive comp tied to AUM growth and client satisfaction
- Long-term equity participation in the new RIA entity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
