... fiduciary responsibilities, governance, and day-to-day plan administration issues. Strong ... This role offers substantial flexibility, including a fully remote work structure with no ...
Quick apply
... fiduciary responsibilities, governance, and day-to-day plan administration issues. Strong ... This role offers substantial flexibility, including a fully remote work structure with no ...
Quick apply
... fiduciary responsibilities, governance, and day-to-day plan administration issues. Strong ... This role offers substantial flexibility, including a fully remote work structure with no ...
$26.8K - $41K
9% of jobs
$41K - $55.2K
15% of jobs
$56.7K is the 25th percentile. Wages below this are outliers.
$55.2K - $69.4K
13% of jobs
$69.4K - $83.6K
9% of jobs
The median wage is $90.7K / yr.
$83.6K - $97.8K
10% of jobs
$97.8K - $111.9K
11% of jobs
$125.7K is the 75th percentile. Wages above this are outliers.
$111.9K - $126.1K
10% of jobs
$126.1K - $140.3K
11% of jobs
$140.3K - $154.5K
8% of jobs
$154.5K - $168.7K
4% of jobs
$168.7K - $182.9K
2% of jobs
$26.8K
$98.5K
$182.9K
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.
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.
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.
Hartford, CT โข On-site, Remote
Full-time
Retirement
Re-posted 21 days ago
We are working with an established, mid-size law firm seeking an experienced Employee Benefits/ERISA Attorney to join its sophisticated and growing practice. This opportunity is particularly well suited for an attorney interested in long-term career advancement, including a clear path toward partnership and the opportunity to assume responsibility for an existing full or partial book of business as part of the firm's succession planning efforts.
The successful candidate will have at least six years of experience advising on a broad range of employee benefits and executive compensation matters. The practice includes counseling clients on the design, drafting, implementation, and ongoing compliance of qualified retirement plans, employee welfare benefit plans, cafeteria plans, ESOPs, and executive compensation arrangements.
Candidates should also have experience advising plan sponsors, fiduciaries, and administrators regarding ERISA compliance, fiduciary responsibilities, governance, and day-to-day plan administration issues. Strong familiarity with ERISA, the Internal Revenue Code, the Affordable Care Act, COBRA, HIPAA, and related regulatory frameworks is expected.
Additional experience with IRC Section 409A, 401(k) and 403(b) plans, governmental plans, or employee benefits issues arising in mergers, acquisitions, and other corporate transactions is highly valued. Experience working with single-employer plans and law firm experience is required.
This role offers substantial flexibility, including a fully remote work structure with no relocation requirement for the right candidate. While candidates located within the Eastern time zone are preferred, the firm remains open to exceptional attorneys in other locations within the continental United States.
Qualified candidates must be admitted in their primary state of practice and willing to seek admission in Connecticut if not already admitted.
The firm offers:
The firm is known for its collegial culture, accessible leadership, and commitment to professional development. Attorneys are given meaningful responsibility, encouraged to build lasting client relationships, and supported in developing sustainable, long-term careers.
The platform offers the ability to continue building a sophisticated practice without sacrificing quality of life or broader personal and professional goals.
For consideration, please provide a resume, law school transcript, and writing sample (preferably not edited by others). Cover letters are appreciated but not required. All applications are confidential and NOT shared with employers without the candidate's permission.
Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws. If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.