RIA Integration Manager

Cnect

RIA Integration Manager leading advisor integrations for newly acquired firms at Cetera Financial Group. Managing multiple projects while supporting advisors through transitions and ensuring successful onboarding.

Posted 6/24/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $120,000 per yearWebsite

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Act as a primary point of contact for advisors, leading integrations from deal signing through full onboarding with a strong concentration on transitioning accounts to Cetera and successors.
Guide advisors through complex transitions with clarity, empathy, and strong communication.
Drive progress while ensuring advisors feel supported and engaged—not overwhelmed.
Develop and execute tailored account transition plans, identifying risks early and ensuring long-term success.
Maintain accurate plans and provide transparent updates to leadership.
Track key metrics and share insights to improve processes and outcomes.

Requirements

What you’ll need

Ability to stay calm, steady, and solution-focused in high-pressure or emotional situations.
Strong relationship management skills—you connect well with people and build trust quickly.
Experience managing multiple complex projects at once with competing priorities.
A collaborative mindset—you work well across teams and influence without authority.
Comfort working within structured processes while also suggesting improvements.
Strong written and presentation skills.
Bachelor’s degree.
5+ years in financial services, especially in RIA, wealth management, or M&A integration.
Familiarity with brokerage/advisory operations (e.g., ACATs, repapering, platform transitions).
Ability to navigate ambiguity or evolving processes.
Knowledge of custodians like Schwab, Fidelity, or Pershing.
Project management or process improvement certifications (PMP, Six Sigma).

Benefits

Comp & perks

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementprocess improvement

Soft Skills

relationship managementcommunicationcollaborationproblem-solvingempathyadaptabilitypresentation skillscalmness under pressure

Certifications

PMPSix Sigma