SKYLINE WEALTH STRATEGIES, LLC
RIA Operator / Senior Wealth Advisor
SKYLINE WEALTH STRATEGIES, LLC, Austin, Texas, us, 78716
Job Description
Opportunity
RIA Operator / Senior Wealth Advisor
Location
On-site Austin, TX (hybrid may be considered)
Who We Are 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.
What We’re Building 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.
Role Summary You will :
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
Ideal Background
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
Previous RIA or IAR experience preferred (including startup or tuck‑in experience)
Strong communicator who thrives in a collaborative planning‑first environment
Compensation
Competitive base salary
Incentive comp tied to AUM growth and client satisfaction
Long‑term equity participation in the new RIA entity
Why This Role
Build an RIA from scratch, with full compliance and platform support
Join a family office platform backed by a full accelerator (LevelUp)
Work alongside elite advisors and planning professionals
Serve as the responsible advisor for a meaningful book of business
Help set the tone and fiduciary standard for a next‑gen family office
#J-18808-Ljbffr
Opportunity
RIA Operator / Senior Wealth Advisor
Location
On-site Austin, TX (hybrid may be considered)
Who We Are 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.
What We’re Building 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.
Role Summary You will :
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
Ideal Background
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
Previous RIA or IAR experience preferred (including startup or tuck‑in experience)
Strong communicator who thrives in a collaborative planning‑first environment
Compensation
Competitive base salary
Incentive comp tied to AUM growth and client satisfaction
Long‑term equity participation in the new RIA entity
Why This Role
Build an RIA from scratch, with full compliance and platform support
Join a family office platform backed by a full accelerator (LevelUp)
Work alongside elite advisors and planning professionals
Serve as the responsible advisor for a meaningful book of business
Help set the tone and fiduciary standard for a next‑gen family office
#J-18808-Ljbffr