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Manager Remote Wealth Management Jobs (NOW HIRING)

Leland

Wealth Management Careers Coach

$16.50 - $19.25/hr

We're seeking an experienced wealth management careers coach to work with students and professionals pursuing careers in wealth management. This role includes teaching core skills in financial ...

Coldstream Wealth Management

Tax Manager

Seattle, WA · On-site +1

$140K - $185K/yr

In January, we merged with Coldstream, an employee-owned wealth management firm that offers personalized services to high-net-worth individuals and families. Coldstream was founded in 1996 and is ...

Farther

Wealth Advisor, Ultra High Net Worth

Miami, FL · On-site +1

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed ...

Aprio

Wealth Advisor

New York, NY · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

Dallas, TX · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

Overland Park, KS · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

Chicago, IL · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

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Manager Remote Wealth Management information

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$29K

$59.8K

$109K

How much do manager remote wealth management jobs pay per year?

As of Jul 22, 2026, the average yearly pay for manager remote wealth management in the United States is $59,773.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $70,000.00 per year, depending on experience, location, and employer.

What is the difference between Manager Remote Wealth Management vs Financial Advisor?

AspectManager Remote Wealth ManagementFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentRemote, client-facing, team collaborationRemote or in-office, client consultations
Employer & Industry UsageFinancial firms, banks, wealth management companiesIndependent or firm-based financial services

While both roles involve managing client assets and providing financial advice, a Manager Remote Wealth Management typically oversees teams and strategies remotely within a wealth management firm, focusing on high-net-worth clients. A Financial Advisor directly advises clients on investments and financial planning, often working independently or within firms. The certifications and work environments overlap, but their primary responsibilities differ in scope and leadership level.

What cities are hiring for Manager Remote Wealth Management jobs? Cities with the most Manager Remote Wealth Management job openings:
What are the most commonly searched types of Remote Wealth Management jobs? The most popular types of Remote Wealth Management jobs are:
What states have the most Manager Remote Wealth Management jobs? States with the most job openings for Manager Remote Wealth Management jobs include:
Manager Remote Wealth Management jobs near you
Project Manager - Wealth Management & AI Solutions

Project Manager - Wealth Management & AI Solutions

Tiger Analytics Inc.

Charlotte, NC • On-site, Remote

Full-time

Re-posted 3 days ago

Job description

Tiger Analytics is pioneering what AI and analytics can do to solve some of the toughest problems faced by organizations globally. We develop bespoke solutions powered by data and technology for several Fortune 100 companies. We have offices in multiple cities across the US, UK, India, and Singapore, and a substantial remote global workforce.

We are seeking an experienced Lead Consultant / Project Manager to drive the delivery of strategic data and AI-powered solutions for a leading financial services client. This role combines consulting, business analysis, product strategy, and project leadership, requiring close collaboration with business stakeholders, technical teams, and executive sponsors.

The ideal candidate will have a strong background in Wealth Management, Insurance, or Financial Services and possess the ability to translate complex business workflows into scalable digital products and analytics solutions.

Responsibilities
  • Project Leadership & Delivery: Manage the end-to-end execution, bridging communication between client executives/sponsors and the Tiger Analytics offshore delivery team (Data Scientists, App Engineers, UI/UX, QA).
  • Discovery & Workshop Facilitation: Lead critical 2-week workshops with client advisors to map end-to-end user journeys, wireframe personas, and extract a "master playbook" for their daily operations.
  • Business Analysis & AI Strategy: Analyze workshop outputs to determine the viability of an Agentic AI solution (e.g., Next-Best-Action or Explore agents) versus a rules-based engine.
  • Technical Liaison: Collaborate with technical teams to ensure alignment on Databricks Lakehouse architecture , Unity Catalog configurations , data pipelines, and the React/FastAPI application build.
  • Governance & Stakeholder Management: Ensure project milestones, data models, and functional architectures meet Equitable's business objectives , while managing dependencies such as system access, SME availability, and infrastructure readiness.

Requirements

  • 8+ years of experience in consulting, project management, business analysis, product management, or related roles.
  • Proven experience in IT consulting, project management, and business analysis, ideally within Wealth Management, Insurance, or Financial Services.
  • Strong ability to facilitate workshops, gather complex user requirements, and translate them into actionable product roadmaps and wireframes.
  • Familiarity with modern data platforms (Databricks, Lakehouse architecture) and AI/GenAI concepts (LLMs, Agentic workflows).
  • Experience managing hybrid (onshore/offshore) delivery models.
  • Excellent stakeholder management and communication skills, capable of engaging both technical teams and senior business advisors

Benefits

Significant career development opportunities exist as the company grows. The position offers a unique opportunity to be part of a small, fast-growing, challenging, and entrepreneurial environment, with a high degree of individual responsibility.

Tiger Analytics provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, national origin, ancestry, marital status, protected veteran status, disability status, or any other basis as protected by federal, state, or local law.

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