Director of Investment Advisory

Own the RIA. Build the team. Scale the mission.  

Ark Financial isn’t your average wealth management firm — and we’re not looking for an average leader.  

We’re a multi-division family office serving entrepreneurial families through deep advisory relationships, investment planning, and values-centered stewardship. Our Registered Investment Advisory (RIA) division is growing — fast. And now, we’re hiring someone to take full ownership of its performance, people, and systems.  

This is a Director-level leadership role reporting into the executive team. You’ll lead everything from growth strategy to advisor hiring, from pipeline execution to client experience — and you’ll do it all while preserving Ark’s unique investment philosophy and high-touch, family-office style delivery.  

This is not a figurehead role. It’s not a “come in and manage what already exists” role.  

This is a build, own, and lead the RIA like it's your business line role.  

Your Scoreboard (aka What You’re Responsible For)

• Division performance: Revenue, margin, advisor capacity, and growth.  

• Team leadership: Hire, coach, and retain world-class advisors.  

• Client outcomes: Ensure every client receives a custom, integrated investment strategy — no cookie-cutter portfolios.  

• System integrity: Build workflows that support growth without compromising our philosophy.  

• Cultural alignment: Lead with humility, accountability, and Ark’s values. No ego. No compromise.  

A Bit About Us

We don’t do the traditional RIA thing.  

Our clients are entrepreneurs and business owners, not retirees with a risk tolerance score. We help them make real decisions with real capital — integrating private equity, real estate, business ownership, and legacy planning into comprehensive strategies that support both wealth and purpose.  

We deliver white-glove service with scalable systems, and we never compromise client outcomes for convenience. We are building to serve 10x more families — and we need a leader who can drive that growth without losing our soul.  

Who This Role Is Actually For  

This role is for the Trailblazer-Architect. Someone who:  

• Wants to serve as a senior investment advisor for our existing premium clientele
• Is comfortable with a high level of client sophistication and complexity
• Wants to own something that matters 
• Knows how to build and scale a team from the ground up 
• Can translate vision into systems, and systems into results  
• Cares about people and performance equally  
• Believes you can grow fast and stay values-aligned  
• You’ve likely been a Lead Advisor, RIA Manager, or P&L Owner inside a growing wealth firm — and you’re ready for the seat where you call the shots and set the standard.  

What You Can Expect

• A clear lane of ownership with direct accountability  

• The full backing of Ark’s leadership and shared services  

• Compensation tied to real results  

• Clients who challenge and inspire you  

• A team who takes the mission seriously  

• You will not be micromanaged. You will be supported.  

Details

• Location: Austin, TX (Hybrid or In-Person Preferred)  

• Reports To: Ark Leadership Team  

• Comp: Base + Performance-Based Comp + Long-Term Growth Opportunity  

• Start Date: ASAP  

• Series 65 certification (or equivalent) required 

Ready to Apply?  

If this sounds like the kind of challenge you’ve been waiting for — send your resume and a quick note about why this role, why now. If it’s a fit, we’ll move fast.  

We’re not here to play small — and neither are you. We’re excited to connect with you!