Jim Dario is the managing director of product management for TD Ameritrade Institutional. In this role, he leads the strategy for product development and enhancements across core advisor offerings including technology, practice management and wealth management solutions. Dario oversees new product introductions and the delivery of key solutions including technology integrations, business development tools and investment management products to support more than 4,500 independent registered investment advisors (RIAs) who custody with TD Ameritrade Institutional.
Dario has spent more than 25 years focused on serving RIAs and has been influential in elevating the awareness of the independent advisory model. Prior to joining TD Ameritrade, Dario was the managing director of business development & relationship management at Pershing Advisor Solutions where he was responsible for leading the vision and delivery of advisor recruiting and business development programs to assist RIAs in growing their businesses. Previously, Dario served as the executive vice president of relationship management at Fidelity Institutional Wealth Services. In this role, he led service and relationship management teams focused on helping RIAs achieve their business goals through the implementation of industry best practices including marketing and business development, workflow processes, and technology usage.
Dario holds a Bachelor of Arts in Government from Saint Lawrence University. He holds Series 6, 7, 9, 10, 24 and 63 licenses.