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Remote Fiduciary Jobs in Arizona (NOW HIRING)

Communications Coordinator

Phoenix, AZ · On-site +1

$15 - $20/hr

... fiduciary agent, providing investment management, financial information and services. The State ... All work, including remote work, should be performed within Arizona unless an exception is properly ...

Director of Total Rewards

Phoenix, AZ · Remote

$124K - $169K/yr

Serve as a fiduciary or committee member for 401(k) and retirement plan governance, promoting ERISA ... Primarily remote role with flexibility to support teams across multiple states and time zones.

Remote Fiduciary information

What is a remote fiduciary?

A Remote Fiduciary is a professional who manages financial or legal responsibilities for clients while working remotely. Their duties may include overseeing investments, managing trusts, ensuring regulatory compliance, and acting in the client's best financial interests. They typically work for financial firms, legal entities, or independently. This role requires strong financial knowledge, integrity, and often relevant certifications or licenses.

What do remote fiduciaries do?

As a Remote Fiduciary, you may work with individuals, families, trusts, or institutional clients, depending on your employer's specialty. Your daily responsibilities could include overseeing investment portfolios, managing estate plans, coordinating with legal and tax professionals, and maintaining detailed records, all while ensuring your actions comply with fiduciary standards and state regulations. The remote nature of the role means you'll frequently use secure online platforms for client meetings and document exchanges. You may also collaborate with financial advisors, accountants, and other team members to support comprehensive client service. This environment offers the flexibility to manage your workflow independently while still engaging in meaningful collaboration.

What skills and qualifications are needed to be a remote fiduciary?

To thrive as a Remote Fiduciary, you need a strong understanding of financial management, investment strategies, legal compliance, and fiduciary responsibility, typically backed by relevant degrees or certifications such as CFP, CPA, or fiduciary training. Proficiency with secure financial software, virtual communication tools, and document management systems is essential for remote operations. Exceptional integrity, attention to detail, strong organizational skills, and the ability to communicate complex information clearly are crucial soft skills. These competencies are vital to build trust, ensure regulatory compliance, and effectively manage clients' financial interests from a remote setting.

What are the most commonly searched types of Fiduciary jobs in Arizona?

The most popular types of Fiduciary jobs in Arizona are:

What are popular job titles related to Remote Fiduciary jobs in Arizona?

For Remote Fiduciary jobs in Arizona, the most frequently searched job titles are:

What cities in Arizona are hiring for Remote Fiduciary jobs?

Cities in Arizona with the most Remote Fiduciary job openings:

Infographic showing various Remote Fiduciary job openings in Arizona as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 100% Remote job distribution.

Management Liability Claims Counsel

Scottsdale, AZ • On-site, Remote

$82K - $150K/yr

Full-time

Medical, Retirement, PTO

Re-posted 12 days ago


Job description

IAT has an immediate need for a Claims Counsel in our Management Liability Claims Unit that can be located in any of the IAT locations. This role is a true complex claims handling role that is tasked with managing all lines of Management Liability Claims under our Management liability policies. The ideal candidate for this role will have 3-7 years of experience as a claim professional with experience handling Management liability claims including, Employment Practices liability, Directors and Officers Liability, Fiduciary Liability, as well as Crime claims on a national basis.

This role works a hybrid schedule that requires working from the office Monday through Wednesday, with the option of working Thursday and Friday remotely.

While we prefer candidates to work from one of our IAT office locations, we are open to considering fully remote arrangements for the ideal candidate.

Responsibilities:

  • Responsible for handling Management Liability Claims (EPL, D&O, Fiduciary and Crime) for Private and Non-Profit businesses based on Claim Guidelines

  • Within authority limit, thoroughly analyze, investigate, negotiate and resolve all levels of severity claims

  • Selects, directs and manages defense counsel including approval of budgets

  • Develops litigation/file disposition strategy. Attends mediations, settlement conferences and trials

  • Verifies/analyzes applicable coverage for the reported claims

  • Follow operational policies and procedures, including compliance, regulatory and performance and customer service standards

  • Prepare reports, including Large Loss Reports, to management which accurately reflects loss development, potential/actual financial exposure, coverage issues, claim and recovery strategies

  • Establishes 24-hour contact and maintain appropriate contact with all involved stakeholders throughout the life of the claim file

  • Identifies and addresses recovery/contribution/SIU opportunities

  • Sets accurate/timely loss/expense reserves in compliance with Claim Guidelines.

  • Drafts correspondence, including but not limited to, coverage letters to stakeholders as required

  • Support business partners on an as needed basis on various claim and underwriting related issues and marketing meetings

  • Maintains resident/nonresident adjuster licenses as required

  • Perform other duties as needed

Qualifications:

Must-Have:

  • Juris Doctorate required

  • Properly licensed, registered or authorized, and in good standing, to practice law in the jurisdiction in which you will be working

  • 3-7 years management liability claim experience, including handling employment liability practices, directors & officers' liability and fiduciary liability coverages

  • Excellent coverage analysis skills with experience in drafting coverage position correspondence

  • Experience handling litigated files and direction of defense counsel a plus

  • Excellent negotiation skills

  • Must be willing to travel, average 1 day a month.

  • Claims Licensure as required by respective state(s)

  • CPCU and other insurance related studies are beneficial

  • Excellent oral and written communication skills

  • Ability to organize, multi-task and prioritize work

  • Excellent customer service and interpersonal skills

  • Ability to analyze data, utilize sound judgment to draw conclusion and make supported decisions

  • To qualify, applicants must be authorized to work in the United States and must note require, now or in the future, VISA sponsorship for employment purposes

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We maintain a drug-free workplace and participate in E-Verify.

Compensation:

Please note, the annual gross salary range associated with this posting is $82,960 - $150,000. The total compensation will include a base salary, performance-based bonus opportunities, 401(K) match, profit sharing opportunities and more. Actual salaries will vary based on factors such as a candidate qualifications, skills, competencies, and geographical location related to this specific role.

To view details of our full benefits, please visit https://www.iatinsurancegroup.com/careers/benefits

 

IAT Insurance Group is the largest private, family-owned property and casualty insurer in the U.S. Insurance Answers Together is how we define IAT, in letter and in spirit. We work together to provide solutions for people and businesses. We collaborate internally and with our partners to provide the best possible insurance and surety options for our customers.

At IAT, we're committed to driving and building an open and supportive culture for all. Our employees propel IAT forward - driving innovation, stable partnerships and growth. That's why we continue to build an engaging workplace culture to attract and retain the best talent.

We offer comprehensive benefits like:

  • 26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid Days Off
  • 7% 401(k) Company Match and additional Profit Sharing
  • Hybrid work environment
  • Numerous training and development opportunities to assist you in furthering your career
  • Healthcare and Wellness Programs
  • Opportunity to earn performance-based bonuses
  • College Loan Assistance Support Plan
  • Educational Assistance Program
  • Mentorship Program
  • Dress for Your Day Policy

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We maintain a drug-free workplace and participate in E-Verify.