RIA Operator​/Senior Wealth Advisor

Opportunity

RIA Operator/Senior Wealth Advisor

On-site Austin, TX (hybrid may be considered)

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.

• 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

• 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

• Competitive base salary
• Incentive comp tied to AUM growth and client satisfaction
• Long-term equity participation in the new RIA entity
• Why This Role
• This is a rare opportunity to:
• Build an RIA from scratch, with full compliance and platform support
• Join a family office platform backed by a full accelerator (Level Up)
• 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