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Remote Chief Operating Officer Wealth Management Jobs in Indiana

Sinapis

Director of Marketing

Indianapolis, IN · On-site +1

Reporting to: CEO Location : Indianapolis, IN or remote from any U.S. location Hours: Full-time ... Manage Sinapis' global brand for consistency, excellence, and overall vision, ensuring that all ...

Sinapis

Director of Marketing

Indianapolis, IN · On-site +1

Reporting to: CEO Location : Indianapolis, IN or remote from any U.S. location Hours: Full-time ... Manage Sinapis' global brand for consistency, excellence, and overall vision, ensuring that all ...

Sinapis

Director of Marketing

Indianapolis, IN · On-site +1

Reporting to: CEO Location : Indianapolis, IN or remote from any U.S. location Hours: Full-time ... Manage Sinapis' global brand for consistency, excellence, and overall vision, ensuring that all ...

Parloa

Sr Value Engineer - West Coast

Francisco, IN · On-site +1

$98K - $135K/yr

You will architect and validate CFO-grade business cases, ensuring our customers clearly understand ... Talent Acquisition Hiring Manager Case Study / Presentation Bar Raiser Travel: Travel up to ~40% to ...

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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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Regional Manager HFA and Preferred Banking

Huntington

Indianapolis, IN • On-site, Remote

Full-time

Re-posted 7 days ago

Job description

Description

Summary:

The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction.

Duties and Responsibilities:

  • Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting.
  • Oversee regional sales strategies and ensure alignment with corporate objectives and client needs.
  • Ensure compliance with all regulatory requirements and internal policies, maintaining a strong risk management culture.
  • Partner with internal stakeholders (Branch, Mortgage, Business Banking, Private Bank, etc.) to deepen client relationships and expand business opportunities.
  • Actively recruit, onboard, and retain top talent in the financial services industry.
  • Lead regional mass affluent banker and financial advisor expansion in alignment with retail branch, regional banking and wealth management growth.
  • Provide legendary customer service and ensure all client interactions are suitable and in the client’s best interest.
  • Manage operational effectiveness of advisors and support staff, including Sales Support Managers and Client Relationship Specialists.
  • Communicate strategic direction and program updates to executive leadership and cross-functional teams.
  • Supervise 20–30 FINRA registered representatives and associated support staff.
  • Coordinate sales efforts with branch, OCR partners, and private bank regional leadership.
  • Address and resolve customer complaints and escalate when necessary.
  • Maintain current knowledge of financial instruments, industry trends, and risk-related changes.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor’s Degree
  • 5+ years of experience in the securities or banking industry.
  • 3+ years of experience managing a team.
  • Active Life and Health Insurance Licenses.
  • FINRA Licenses: Series 7, 63/65 or 66, 24

Preferred Qualifications:

  • Previous experience managing a team of Financial Advisors and/or Licensed Bankers
  • Strong leadership, communication, and strategic planning skills.
  • Proven ability to drive sales performance and ensure compliance.


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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