ZipRecruiter

Log In

2

Remote Chief Operating Officer Wealth Management Jobs in Utah

Cache Ventures

VP of Operations

Salt Lake City, UT · Remote

Not corporate COO * Not process theater * Not a founder babysitter * Not maintenance mode We want a ... Energized by growth Benefits Fully Remote Work Work from anywhere. We're a globally distributed ...

Cache Ventures

Head of Operations

Salt Lake City, UT · Remote

Not corporate COO * Not process theater * Not a founder babysitter * Not maintenance mode We want a ... Fully remote: globally distributed, optimized for deep work and autonomy * Competitive base ...

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

Position Overview Our client is seeking a Senior Wealth Manager who thrives on building relationships, closing new business, and operating with independence and flexibility. In this role, you will ...

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

Position Overview Our client is seeking a Senior Wealth Manager who thrives on building relationships, closing new business, and operating with independence and flexibility. In this role, you will ...

Cache Ventures

Head of GTM

Salt Lake City, UT · Remote

Forecast math * CRM hygiene * Operational cadence That's Revenue & Ops. You own direction ... Books Anything that helps you grow into a future COO-level operator. Cutting-Edge Tech Stack Work ...

Cache Ventures

Head of GTM

Salt Lake City, UT · Remote

Forecast math * CRM hygiene * Operational cadence That's Revenue & Ops. You own direction ... Books Anything that helps you grow into a future COO-level operator. Cutting-Edge Tech Stack Work ...

Apollo.io

Account Executive, SMB

Salt Lake City, UT · On-site +1

$120K - $140K/yr

... COO of Hubspot, JD Sherman, among its board members. Join Apollo as an Account Executive in our ... Manage predominantly inbound leads, identifying and nurturing relationships with potential clients.

True North Recruiters

Let's Get to Work

Salt Lake City, UT · Remote

$99K - $128K/yr

Remote (Work From Anywhere) Compensation: 100% Commission -- Uncapped Income Potential Experience ... Manage your own schedule and pipeline -- you're the CEO of your business * Continuously grow your ...

New

True North Recruiters

Let's Get to Work

Provo, UT · Remote

$98K - $127K/yr

Remote (Work From Anywhere) Compensation: 100% Commission -- Uncapped Income Potential Experience ... Manage your own schedule and pipeline -- you're the CEO of your business * Continuously grow your ...

New

next page

Showing results 1-20

All JobsChief Operating Officer Wealth Management JobsRemote Chief Operating Officer Wealth Management JobsRemote Chief Operating Officer Wealth Management Jobs in Utah

Remote Chief Operating Officer Wealth Management information

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.

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 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 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.

What are the most commonly searched types of Chief Operating Officer Wealth Management jobs in Utah?

The most popular types of Chief Operating Officer Wealth Management jobs in Utah are:

What are popular job titles related to Remote Chief Operating Officer Wealth Management jobs in Utah?

For Remote Chief Operating Officer Wealth Management jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Remote Chief Operating Officer Wealth Management jobs in Utah look for?

The top searched job categories for Remote Chief Operating Officer Wealth Management jobs in Utah are:

What cities in Utah are hiring for Remote Chief Operating Officer Wealth Management jobs?

Cities in Utah with the most Remote Chief Operating Officer Wealth Management job openings:

Remote Chief Operating Officer Wealth Management jobs near you

VP of Operations

Salt Lake City, UT • Remote

Cache Ventures
Investment Clubs and Venture Capital Companies • 11 - 50 employees
Learn more about Cache Venturesexternal

Full-time

Re-posted 16 days ago

Job description

Install the Engine. Scale the Machine.

This is not a typical "Head of Ops" role.

This is a scale inflection role.

Emailable has been built founder-led.

Now we're installing a revenue focused operator to turn aggressive growth into a predictable machine.

If you've scaled a chaotic $5M-$15M ARR SaaS and know what breaks between scrappy and scalable, keep reading.

If you want comfort, skip this.

What We're Building

Emailable powers high-volume senders who live and die by inbox placement.

Tech & SaaS, Ecommerce & Retail, Professional Services, Travel & Hospitality, and Media & Publishing.

When deliverability drops, they bleed revenue.

We're becoming the verification + deliverability infrastructure layer for that ecosystem.

This role is about making revenue predictable while we scale aggressively.

Requirements

What You Own

You own the revenue engine.

Not meetings.
Not culture slides.
Not "alignment."

Revenue.

Specifically:

  • Forecast accuracy (10%)
  • Pipeline discipline
  • Net Revenue Retention
  • Gross churn reduction
  • Enterprise expansion
  • Revenue visibility across the org

You will run:

  • Sales
  • Customer Success
  • RevOps
  • Support

If revenue misses, it's on you.
If we scale hard, you're the architect behind it.

What This Role Is Not
  • Not corporate COO
  • Not process theater
  • Not a founder babysitter
  • Not maintenance mode

We want a builder.

Someone who has:

  • Cleaned up messy CRMs
  • Killed fake optimism in forecasts
  • Reduced churn in usage-based SaaS
  • Installed discipline in scrappy teams
  • Worked directly with a driven founder

If you've only operated inside polished enterprise orgs, this likely isn't for you.

What Success Looks Like

By Day 90

  • Clean forecasting system
  • Clear segmentation
  • You running revenue meetings
  • Founder removed from operational noise

By 12 Months

  • Revenue predictable
  • Enterprise motion repeatable
  • NRR strong and stable
  • Internal execution tight

Long-Term

  • Scale toward eight figures
  • Revenue leadership under you installed
  • Infrastructure-level positioning in Media & Publishing
Who Thrives Here

You might be:

  • A VP Revenue at a growth-stage SaaS who's capped
  • A Head of RevOps already doing CRO-level work
  • A COO at a scrappy martech company
  • A former founder who learned revenue discipline the hard way

You are:

  • Calm under pressure
  • Direct
  • Comfortable challenging a CEO
  • Obsessed with numbers
  • Energized by growth

Benefits

Fully Remote Work

Work from anywhere. We're a globally distributed team that optimizes for deep work, autonomy, and output, not office hours.

Competitive Compensation

Strong base salary + performance bonus. We pay for talent and expect high ownership in return.

Flexible Time Off

We operate like adults, take time when you need it. No complicated policies, no counting days.

Family-Friendly Policies

We support parents with:

  • Paid parental leave
  • Flexible schedules
  • Real understanding of life outside work
Mental Health & Wellness Support

We encourage sustainable work (not burnout) and provide access to wellness stipends or services to keep you performing at your best.

Annual Home Office & Productivity Budget

Upgrade your setup - monitors, keyboards, software, whatever helps you work better.

Professional Development

Budget for:

  • Courses
  • Certifications
  • Conferences
  • Books

Anything that helps you grow into a future COO-level operator.

Cutting-Edge Tech Stack

Work with a modern toolset and help shape how our internal systems evolve.

High-Trust, No-Bureaucracy Culture

No politics. No red tape.
Just smart people working together to build something meaningful.

Final Filter

If you want stability and incremental growth, this isn't for you.

If you want to build the revenue machine behind a category-defining infrastructure company, you'll figure out how to get in touch with me.

Apply