Senior RIA Operations Consultant

We are seeking a Senior RIA Operations Consultant to play a critical role within the firm’s Centralized Services platform. Our operations team provides expert guidance, training, and relationship-based support that enables advisors to confidently and efficiently operate on Concurrent’s platform.

The Senior RIA Operations Consultant serves as a trusted operational partner to advisors and advisory teams, delivering hands-on support while also driving operational enablement, training, and continuous improvement. This role requires deep knowledge of RIA operations, custodial platforms, and internal systems, combined with strong relationship management and training capabilities.

Success in this role is defined by advisor confidence, operational consistency, and the ability to improve both advisor self-sufficiency and the firm’s overall service model.