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Remote Chief Operating Officer Wealth Management Jobs in Indiana

Your Money Line

Director of Finance

Indianapolis, IN · On-site +1

Reporting directly to the COO, you'll own financial planning, strategy, budget management, A/P, A/R ... This role is remote or hybrid. Responsibilities * Serve as a key financial thought partner to the ...

Your Money Line

Director of Finance

Indianapolis, IN · On-site +1

Reporting directly to the COO, you'll own financial planning, strategy, budget management, A/P, A/R ... This role is remote or hybrid. Responsibilities * Serve as a key financial thought partner to the ...

The Moran Company

Chief Executive Officer

Indianapolis, IN · On-site +1

$215K - $235K/yr

... managing professional staff teams and volunteers in multisite, remote settings. Competencies and ... The CEO role is eligible for remote work within the United States, with preference for candidates ...

Huntington

Wealth Planner

Indianapolis, IN · On-site +1

$51K - $70K/yr

Collaborate closely with internal wealth advisors to support client relationship management and ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Wealth Planner

Indianapolis, IN · On-site +1

$51K - $70K/yr

Collaborate closely with internal wealth advisors to support client relationship management and ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Traction Ag, Inc.

Principal AI Systems Engineer

Auburn, IN · On-site +1

$170K - $190K/yr

... COO and engineering leadership. You will help define the company's AI architecture, tooling ... A people management role * A speculative innovation lab What You Will Build The Operating Layer Our ...

MBC Talent Connections

Financial Advisor

Fort Wayne, IN · On-site +1

$90K - $120K/yr

Focus on higher-value advisory services Qualifications * 10+ years of wealth management experience ... Remote/hybrid flexibility * Benefits available for W2 employees * Transition and sign-on support

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Remote Chief Operating Officer Wealth Management information

What is the difference between Remote Chief Operating Officer Wealth Management vs Remote Financial Advisor?

AspectRemote Chief Operating Officer Wealth ManagementRemote Financial Advisor
Required CredentialsTypically executive-level certifications, such as CFP, CFA, or MBACFP, Series 7, Series 66 or 65
Work EnvironmentStrategic leadership, overseeing operations, and managing teamsClient-facing, providing personalized financial planning and investment advice
Employer & Industry UsageFinancial firms, wealth management companies, banksFinancial advisory firms, independent practices, banks
Common Search & Comparison IntentUnderstanding executive roles in wealth managementSeeking personalized financial planning services

The Remote Chief Operating Officer Wealth Management focuses on strategic leadership, overseeing operations, and managing teams within wealth management firms. In contrast, the Remote Financial Advisor directly interacts with clients to provide tailored financial advice. While both roles require financial credentials, the COO role emphasizes executive management, whereas the Financial Advisor centers on client service and financial planning.

How does a remote chief operating officer in wealth management effectively oversee operations and maintain strong communication with distributed teams?

As a Remote Chief Operating Officer in Wealth Management, overseeing operations requires a proactive approach to communication and workflow management. You'll typically leverage digital collaboration tools to coordinate with advisors, compliance officers, and administrative staff across different locations. Establishing regular video meetings, clear reporting structures, and standardized processes helps ensure alignment and accountability. While remote work offers flexibility, it also demands strong organizational skills and the ability to foster a cohesive culture without in-person interactions. Building trust and responsiveness among team members is key to maintaining service quality and operational efficiency.

What does a remote chief operating officer in wealth management do?

A Remote Chief Operating Officer (COO) in Wealth Management is responsible for overseeing the daily operations and business strategies of a wealth management firm while working remotely. They coordinate between departments, implement operational policies, and ensure regulatory compliance. The COO also handles process improvement, manages client service delivery, and supports the firm's growth objectives by optimizing efficiency. Their remote role leverages technology to lead teams, monitor performance, and maintain communication with stakeholders.

What are the key skills and qualifications needed to thrive as a remote chief operating officer in wealth management, and why are they important?

To thrive as a Remote Chief Operating Officer in Wealth Management, you need strong leadership, strategic planning, and financial acumen, typically supported by an advanced degree in business or finance and extensive industry experience. Familiarity with portfolio management systems, CRM platforms, and regulatory compliance tools is essential, along with relevant certifications such as CFA or CFP. Outstanding communication, problem-solving, and adaptability are crucial soft skills for leading remote teams and navigating dynamic market conditions. These skills ensure effective firm operations, regulatory adherence, and sustained competitive advantage in a highly regulated, client-focused industry.
What are the most commonly searched types of Chief Operating Officer Wealth Management jobs in Indiana? The most popular types of Chief Operating Officer Wealth Management jobs in Indiana are:
What are popular job titles related to Remote Chief Operating Officer Wealth Management jobs in Indiana? For Remote Chief Operating Officer Wealth Management jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Remote Chief Operating Officer Wealth Management jobs in Indiana look for? The top searched job categories for Remote Chief Operating Officer Wealth Management jobs in Indiana are:
Remote Chief Operating Officer Wealth Management jobs near you
Infographic showing various Remote Chief Operating Officer Wealth Management job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 89% Full Time, 8% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Director of Finance

Your Money Line

Indianapolis, IN • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

About the Role
Our growing company is seeking a Director of Finance to lead finance strategy and operations. Reporting directly to the COO, you'll own financial planning, strategy, budget management, A/P, A/R, and day-to-day financial operations.
As the Director of Finance, you'll play a central role in how YML creates a growing, sustainable business.
The ideal candidate is proactive, communicative, and analytical. They can zoom out strategically while executing on tactical items day to day.
This role is remote or hybrid.
Responsibilities
  • Serve as a key financial thought partner to the COO, contributing to strategic planning, resource allocation, and long-term financial direction.
  • Manage and refine our financial model, ensuring accurate planning and forecasting.
  • Manage the end-to-end fundraising process, including financial modeling, investor relations, and coordination of due diligence activities if applicable.
  • Oversee relationships with external accounting, tax, and advisory firms.
  • Manage routine tax filings and payments across jurisdictions, and coordinate with the company's tax firm on compliance and planning matters.
  • Collaborate with department heads to create, monitor, and manage budgets.
  • Prepare and deliver financial reporting packages for board meetings, investors, and banking partners, including required quarterly reporting.
  • Oversee the accounts payable process, ensuring timely and accurate vendor payments.
  • Manage accounts receivable and collections, ensuring timely invoicing and follow-up.
  • Serve as the point of contact for customer billing inquiries.
  • Ensure bookings data reconciles across systems (e.g., CRM and billing platforms).
  • Administer the company's expense and T&E program, including credit card spend limits, positive pay monitoring, and expense approvals.
  • Consult with sales and CS leadership on pricing, ensuring we are protecting margin and value.
  • Complete month-end, quarter-end, and year-end close of income statement and balance sheet, recording journal entries, reconciling accounts, managing cash, and handling G/L analysis.
  • Lead the evaluation, implementation, and ongoing management of financial systems and software.

Requirements and Qualifications
  • Bachelor's degree in Accounting, Finance, or related field. CPA or other relevant certification is a plus.
  • 5-7 years of accounting experience, with at least 3 years in a management role.
  • Strong knowledge of financial principles, accounting standards, and regulations.
  • Proficiency in financial software and tools, including revenue management, bookkeeping software, and CRM.
  • Exceptional analytical and problem-solving skills.
  • Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
  • Detail-oriented with a high level of accuracy in financial reporting and analysis.

About Your Money Line
Your Money Line (YML) is a leading financial wellness platform that provides employees with essential tools and guidance to manage financial challenges, plan for the future, and achieve their goals. Through an all-in-one mobile app, access to certified financial coaches, and AI-driven tools, YML empowers employees at every life stage. Trusted by organizations across industries, including corporations, school districts, and healthcare systems, YML is transforming lives and improving financial well-being nationwide. Founded by financial expert Peter Dunn, also known as Pete the Planner®, YML is dedicated to making impactful, positive changes in the lives of employees and their families.
Benefits
  • Medical Insurance (Company pays 75% of the premium for all tiers)
  • Health Savings Account with employer HSA contribution
  • Dental and Vision Insurance
  • Company Equity
  • 401K with Company Match
  • Hybrid Office Model
  • Unlimited Wellness Time Off
  • Unlimited Paid Time Off
  • Unlimited access to YML platform and resources
  • Elective Accident, Disability, and other non-medical insurance coverages
  • Monthly Technology Stipend (Remote Employees)
  • Group-Life & AD&D Insurance
  • Paid Paternity, Maternity, and Adoption Leave
  • Flexible Spending Accounts and Dependent Care Flexible Spending Account
  • Voted a "Best Place to Work in Indiana"

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