Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role Overview DPL ... CFA, CFP, or CAIA designation is a strong plus Key Attributes * Executive presence with the ability ...
Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role Overview DPL ... CFA, CFP, or CAIA designation is a strong plus Key Attributes * Executive presence with the ability ...
Senior Analyst, Corporate FP&A
Louisville, KY · On-site +1
$82K - $102K/yr
Preferred Qualifications * MBA, CPA, CFA, or progress toward certification preferred. * Experience with NetSuite, Power BI, Adaptive Planning, Anaplan, Oracle PBCS, or similar tools. * Experience ...
Senior Analyst, Corporate FP&A
Louisville, KY · On-site +1
$82K - $102K/yr
Preferred Qualifications * MBA, CPA, CFA, or progress toward certification preferred. * Experience with NetSuite, Power BI, Adaptive Planning, Anaplan, Oracle PBCS, or similar tools. * Experience ...
Senior Analyst, Finance- Remote
Louisville, KY · Remote
$78K - $97K/yr
M-F Job Location Type: [Remote] Your experience matters At Lifepoint Health, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and ...
Senior Analyst, Finance- Remote
Louisville, KY · Remote
$78K - $97K/yr
M-F Job Location Type: [Remote] Your experience matters At Lifepoint Health, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and ...
Senior Analyst, Finance- Remote
Louisville, KY · On-site +1
$78K - $97K/yr
M-F Job Location Type: [Remote] Your experience matters At Lifepoint Health, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and ...
Senior Analyst, Finance- Remote
Louisville, KY · On-site +1
$78K - $97K/yr
M-F Job Location Type: [Remote] Your experience matters At Lifepoint Health, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and ...
Cfa Remote information
See Kentucky salary details
$28.8K is the 25th percentile. Wages below this are outliers.
$16.8K - $30.3K
28% of jobs
$30.3K - $43.9K
15% of jobs
The median wage is $53.3K / yr.
$43.9K - $57.4K
10% of jobs
$57.4K - $70.9K
8% of jobs
$70.9K - $84.5K
7% of jobs
$94.6K is the 75th percentile. Wages above this are outliers.
$84.5K - $98K
8% of jobs
$98K - $111.5K
7% of jobs
$111.5K - $125.1K
6% of jobs
$125.1K - $138.6K
4% of jobs
$138.6K - $152.1K
3% of jobs
$152.1K - $165.7K
2% of jobs
$16.8K
$71.8K
$165.7K
How much do cfa remote jobs pay per year?
What are the key skills and qualifications needed to thrive in the Cfa Remote position, and why are they important?
To excel as a CFA Remote professional, you'll need a strong command of financial analysis, investment management, and accounting principles, generally supported by the Chartered Financial Analyst (CFA) designation. Familiarity with financial modeling software, data analytics platforms, and tools like Excel or Bloomberg Terminal is often required. Outstanding communication, self-motivation, and time management are key soft skills for remote collaboration and productivity. These competencies ensure accurate analysis, effective client interaction, and reliable results in a virtual work environment.
What is a CFA Remote job?
A CFA Remote job is a position that allows a Chartered Financial Analyst (CFA) to work from a location outside of a traditional office, typically from home or another remote setting. These roles often involve financial analysis, portfolio management, investment research, or risk assessment. Many remote CFA jobs are found in asset management, investment banking, financial consulting, and fintech industries. Technology and virtual collaboration tools enable CFAs to perform their responsibilities effectively without being physically present in an office.
What are some common challenges faced by remote CFAs and how can they be addressed?
Remote CFAs often face challenges related to maintaining clear communication and collaboration with distributed teams or clients, as well as managing their own schedules independently. Staying up-to-date with real-time market information and confidential client data also requires disciplined use of secure digital tools and platforms. To address these, remote CFAs benefit from establishing structured daily routines, leveraging technology for video meetings and data access, and fostering strong virtual relationships with colleagues and clients. Being proactive about regular updates and seeking feedback can further help ensure effective teamwork and professional development in a remote setting.

Regional Vice President, Enterprise Partnerships
Louisville, KY • On-site, Remote
Full-time
Posted 14 days ago
Job description
Regional Vice President, Enterprise Partnerships (Investments)
Location: Remote / Hybrid
Employment Type: Full-Time
Reports to: SVP, Advisor & Firm Growth
Role Overview
DPL Financial Partners is seeking a senior, externally facing Regional Vice President to lead enterprise relationship development and drive growth across the largest RIAs in the industry. This individual will operate as a strategic investment partner to advisory firms, combining deep investment expertise with a consultative sales approach to accelerate adoption of fee-based annuity solutions.
This is a high-impact, quota-carrying role focused on building C-suite relationships, influencing portfolio construction decisions, and driving large-scale enterprise partnerships.
Key Responsibilities
Enterprise Sales & Relationship Management
- Own and grow relationships with large RIA firms ($1B–$50B+ AUM) within an assigned territory
- Develop and execute a targeted business plan to drive membership adoption and product flows
- Establish credibility as a trusted investment resource to CIOs, Heads of Investment, and Financial Planning leadership
- Lead complex, multi-stakeholder sales cycles from initial engagement through close and onboarding
- Drive asset conversion opportunities (e.g., 1035 exchanges, new allocations) into fee-based annuity solutions
Investment-Led Consulting
- Serve as a subject matter expert on portfolio construction, retirement income strategies, and annuity integration
- Position annuities within broader investment frameworks (e.g., alternatives, fixed income replacement, income sleeves)
- Partner with firms to solve for client outcomes: income, downside protection, tax efficiency, and diversification
- Deliver investment-focused presentations to investment committees and advisor teams
Business Development & Market Presence
- Proactively source and engage new enterprise opportunities through networking, referrals, and industry presence
- Represent DPL at industry conferences, events, and executive meetings
- Identify and capitalize on trends across the RIA and wealth management landscape
Strategic Influence & Leadership
- Provide field insights to senior leadership on product gaps, competitive dynamics, and advisor needs
- Contribute to go-to-market strategy, including messaging, segmentation, and enterprise engagement models
- Mentor and support internal sales team members on advanced sales strategies and investment positioning
Qualifications
Experience
- 7–12+ years of experience in financial services, asset management, or annuity distribution
- Proven success in enterprise or institutional sales, particularly within the RIA channel
- Demonstrated ability to build and close large, complex deals with senior stakeholders
- Strong background in investments, portfolio construction, or retirement income strategies
Technical & Professional Expertise
- Deep understanding of:
- Annuities (RILAs, fixed indexed, advisory solutions)
- Investment portfolios and asset allocation frameworks
- Retirement income planning and tax-aware strategies
- Ability to translate complex investment concepts into clear, compelling client solutions
Licensing & Education
- Bachelor's degree required (Finance, Economics, or related field preferred)
- FINRA Series 6/7 and 63 (or ability to obtain)
- Life & Health Insurance licenses required
- CFA, CFP, or CAIA designation is a strong plus
Key Attributes
- Executive presence with the ability to engage C-suite and investment committees
- Highly self-motivated with a "must win" mentality and ownership mindset
- Strong communicator with the ability to influence both technical and non-technical audiences
- Strategic thinker who can operate at both enterprise and tactical levels
Travel
- Travel required up to 30–40%, focused on client meetings, conferences, and key events
What Success Looks Like
- Consistent achievement of sales and asset growth targets
- Expansion of DPL's footprint within top-tier RIA firms
- Recognition as a go-to investment partner for advisors and home offices
- Measurable impact on enterprise adoption and long-term revenue growth
About DPL Financial Partners
Sourced by ZipRecruiter
Industry
Insurance services
Company size
11 - 50 Employees
Headquarters location
Louisville, KY, US
Year founded
2014