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Remote Daily Money Manager Jobs in Ohio (NOW HIRING)

Harris

Remote Care Management - CMA

Delaware, OH · Remote

You will set your own hours and will not be held to a daily work hour schedule. Esrun Health wants ... Our program offers a customized model of remote care services that blends Chronic Care Management ...

Harris

Remote Care Management - CMA

New Hampshire, OH · Remote

You will set your own hours and will not be held to a daily work hour schedule. Esrun Health wants ... Our program offers a customized model of remote care services that blends Chronic Care Management ...

GIA Legacy Planning

Follow our step-by-step system for consistent daily activity and follow-up * Build and manage your ... Remote

GIA Legacy Planning

Follow our step-by-step system for consistent daily activity and follow-up * Build and manage your ... Remote

GIA Legacy Planning

Follow our step-by-step system for consistent daily activity and follow-up * Build and manage your ... Remote

Formerra

Account Manager

Toledo, OH · Remote

... to their daily routines. This role requires the individual to perform the function independently ... Remote: Ability to work independently in a fully remote environment with minimal supervision ...

EverDriven

Account Manager, Ohio

Columbus, OH · Remote

$60K - $70K/yr

This is a remote role, but this account manager will service the Ohio territory and must live ... Account Managers are expected to remain responsive during standard business hours to support daily ...

New

EverDriven

Account Manager, Ohio

Cincinnati, OH · Remote

$60K - $70K/yr

This is a remote role, but this account manager will service the Ohio territory and must live ... Account Managers are expected to remain responsive during standard business hours to support daily ...

New

EverDriven

Account Manager, Ohio

Cleveland, OH · Remote

$60K - $70K/yr

This is a remote role, but this account manager will service the Ohio territory and must live ... Account Managers are expected to remain responsive during standard business hours to support daily ...

New

Symmetry

Remote Insurance Sales Agent

Columbus, OH · Remote

Agents make great money by helping our clients who have asked for our help. WE DO NOT COLD CALL ... MUST HAVE A WORKING PHONE AND COMPUTER The Wayland Agency | Regional Sales Manager No agents ...

Symmetry

Remote Insurance Sales Agent

Columbus, OH · On-site +1

Agents make great money by helping our clients who have asked for our help. WE DO NOT COLD CALL ... MUST HAVE A WORKING PHONE AND COMPUTER The Wayland Agency | Regional Sales Manager No agent ...

GIA Legacy Planning

Follow our step-by-step system for consistent daily activity and follow-up * Build and manage your ... Locations Columbus, OH Remote status Fully Remote

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All JobsDaily Money JobsRemote Daily Money Manager JobsRemote Daily Money Manager Jobs in Ohio

Remote Daily Money Manager information

What is a remote daily money manager?

Remote Daily Money Managers are financial professionals who help individuals, seniors, or small businesses manage their day-to-day personal finances from a remote location. Their tasks typically include paying bills, organizing financial documents, reconciling bank statements, tracking expenses, and helping to prevent fraud or financial abuse. By working remotely, they use secure digital tools to access clients’ financial information and communicate via phone, email, or video calls. This service is especially helpful for busy professionals, older adults, or anyone needing assistance in keeping their finances organized.

What are the key skills and qualifications needed to thrive as a remote daily money manager, and why are they important?

To thrive as a Remote Daily Money Manager, you need strong financial acumen, attention to detail, and a background in accounting or bookkeeping, often supported by a relevant degree or certification such as Certified Daily Money Manager (CDMM). Familiarity with financial management software like QuickBooks, Excel, and secure document-sharing platforms is typically required. Excellent organizational skills, discretion, and clear communication help build trust and manage sensitive client information effectively from a distance. These skills ensure accurate financial oversight, client satisfaction, and the protection of confidential data in a remote environment.

What are some common challenges faced by remote daily money managers, and how can they be addressed?

Remote Daily Money Managers often encounter challenges such as maintaining clear communication with clients and staying organized across multiple accounts. Since the role involves sensitive financial information, ensuring data security and confidentiality is crucial. To address these challenges, it's important to use secure digital tools, establish regular check-ins with clients, and implement effective workflow management systems. Building trust and maintaining transparency through prompt updates can also help foster strong client relationships.

What job categories do people searching Remote Daily Money Manager jobs in Ohio look for?

The top searched job categories for Remote Daily Money Manager jobs in Ohio are:

Remote Daily Money Manager jobs near you
Infographic showing various Remote Daily Money Manager job openings in Ohio as of August 2026, with employment types broken down into 57% Full Time, and 43% Part Time. Highlights an 100% Remote job distribution.

Business Development Manager

RTM Business Group

Columbus, OH • Remote

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Job description

Business Development Manager (Remote)

RTM Business Group

Remote in CA, FL, TX, PA, GA, OH, IN, SC

Full-time

51-200 employees Market Research

Originally posted April 2026; this is a 100% remote, full-time role

Who We Are:

RTM Business Group is a professional development conferences and events company working in EdTech, Healthcare, Government, Medical and Banking sectors. We partner with Fortune 1000 companies, catering specifically to the C-suite, providing curated content and peer-to-peer collaboration.

Our events are located in major cities throughout the country - LA, Austin, San Diego, Miami, Chicago, DC, etc..Our team travels together which is a truly unique experience, different from "traditional" work travel, which in turn cultivates interdepartmental relationships and friendships that drive our collaborative culture.

About the Role:

RTM is looking for an ambitious Business Development Manager to join our sales team! The ideal candidate is enthusiastic by the opportunity of a full-cycle sales role. This role begins as a Business Development Manager (BDM) with a structured ramp-up period and growth path that will lead to full Account Executive responsibilities. The ideal candidate will demonstrate a strong ability to prospect, drive sales, develop pipeline, and eventually manage and grow your own national accounts.

A Business Development Manager should expect an OTE of $65,000 to $70,000 in year 1 with the potential to earn more (uncapped commission). We offer extensive, ongoing training and a unique opportunity for both collaborative and independent work.

This is a remote position that requires residency in the following states:  CA, FL, TX, PA, GA, OH, IN, SC. 

Responsibilities:

  • Research target market and identify leads through a variety of sources 
  • Qualify prospects against company criteria of an ideal customer profile 
  • Prospect leads through tailored, value-add outbound calls, emails and social outreach
  • Conduct daily prospecting activities: ~60 personalized emails and ~30 cold calls with the intent to set appointments 
  • Pitch to C-suite decision makers by consulting on their business challenges and demonstrating the value of our service 
  • Work directly with Sales Managers and Account Executives to manage pipeline from prospecting to closing
  • Maintain, monitor and report key performance indicators to Sales Managers 
Skills and Qualifications
  • Ability to travel 
  • Bachelor's degree
  • Background in Sales, Customer Success, Marketing or B2B events 
  • Professional & interpersonal communication skills
  • Passion for sales and professional development
  • Self-starter, extremely organized and detailed-oriented with a strong commitment to accuracy
  • Must be proactive and have the ability to work under pressure
  • Competency with technology and ability to learn new software and applications
Preferred Qualifications
  • Experience with HubSpot and/or ZoomInfo
The Benefits of Working with RTM Business Group
  • 15+ PTO Days
  • Flexible/Remote work model 
  • No commuter costs
  • Medical/dental/vision coverage
  • We offer a 401k matching plan that will begin after 9 months of continuous full time employment, starting on the first of the month after eligibility
  • Pre-tax commuter benefits
  • Travel to major cities (all expenses paid)
  • Opportunity for vertical movement within the company

Salary $50,000 base + bonuses/incentives/uncapped commission

Year one total compensation expectations: $65,000 - $75,000 

RTM Business Group, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, gender, national origin, age, disability, or any other federal, state, or local protected class.

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