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Remote Fiduciary Jobs (NOW HIRING)

Wealth Manager | Remote

Manhattan, NY ยท Remote

$50 - $110/hr

Remote Role Responsibilities Review realistic financial planning scenarios covering budgeting ... Strong professional integrity with commitment to fiduciary and compliance standards. Experience ...

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$26.5K

$97.3K

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How much do remote fiduciary jobs pay per year?

As of May 31, 2026, the average yearly pay for remote fiduciary in the United States is $97,252.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,000.00 and $129,500.00 per year, depending on experience, location, and employer.

What is a Remote Fiduciary job?

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 are the key skills and qualifications needed to thrive in the Remote Fiduciary position, and why are they important?

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 types of clients and daily tasks can I expect to handle as a Remote Fiduciary?

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 cities are hiring for Remote Fiduciary jobs? Cities with the most Remote Fiduciary job openings:
What are the most commonly searched types of Fiduciary jobs? The most popular types of Fiduciary jobs are:
What states have the most Remote Fiduciary jobs? States with the most job openings for Remote Fiduciary jobs include:
Complex Claims Director - EPL, Private and Not-For-Profit D&O, Fiduciary

Complex Claims Director - EPL, Private and Not-For-Profit D&O, Fiduciary

Cna

Walnut Creek, CA โ€ข On-site, Remote

Full-time

Posted 8 days ago


Job description

You have a clear vision of where your career can go. And we have the leadership to help you get there.At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.

We are seeking a Complex Claims Director that will lead and direct a group of claim professionals in our fast-paced Employment, Private and Not-For-Profit D&O and Fiduciary team within the Specialty Financial Lines claim group. This role is accountable for delivering superior business results through efficient and proper claim file execution. In conjunction with senior leadership, the Complex Claims Director works within authority limits on assignments requiring a high degree of technical knowledge and expertise, and has multiple product line scope of responsibility.
We are open to all CNA office locations with a preference for Chicago, IL or New York (New York City, Tarrytown, Melville), or Glastonbury, CT. CNA Claims is currently operating on a hybrid work model that combines remote and in-office work.

JOB DESCRIPTION:

Job Description

Essential Duties & Responsibilities:

Performs a combination of duties in accordance with departmental guidelines:

  • Leads the work activities of medium to high severity specialized Claims Professionals and has full management responsibility for executing the Specialty Claim Handling Guidelines by setting and communicating expectations, providing direction and situational coaching, facilitating ongoing training and development, and managing employee performance.

  • Contributes to organizational profitability by driving productivity, managing expenses, ensuring appropriate use of vendors, overseeing and authorizing claim resolution strategies, and ensuring quality and customer service standards are met or exceeded.

  • Ensures customer satisfaction by holding team accountable to deliver high quality and timely claim service, identifying service opportunities, and developing initiatives, processes and training that contribute to a positive customer experience.

  • Ensures applicable claim handling protocols are followed by maintaining and/or overseeing appropriate file engagement, monitoring quality dashboards, providing ongoing feedback and addressing training needs.

  • Regularly uses data analytics to monitor team(s) performance, and develops strategies to drive operational effectiveness, and improve the overall performance of the organization.

  • Responsible for effectively managing department and claims expenses by achieving productivity targets, efficiency and quality standards, appropriately leveraging internal and external resources, and using data analytics to identify trends and opportunities.

  • Ensures optimal and effective operation by developing and maintaining collaborative business partnerships with internal and external resources while recognizing connections and inter-dependencies and maximizing relationships to effectively manage the operation.

  • Effectively communicates and shares pertinent and timely information to employees by holding team meetings, regular 1:1 employee discussions, reinforcing leadership messages and providing shared access to company process and protocol documentation.

  • Participates with senior leadership in the development, implementation and reinforcement of claim handling protocols, business strategies and objectives, and regularly evaluates performance; holding self and team accountable for achieving desired results.

  • Oversees compliance with state/local regulatory requirements by following company guidelines, and remains current on commercial insurance laws, regulations or trends for line of business.

  • May participate in special projects. May perform additional duties as assigned.

Reporting Relationship

Typically AVP or above

Skills, Knowledge & Abilities

  • Thorough knowledge of the insurance industry and the organization's products, policies and procedures.

  • Ability to effectively recruit, lead, coach, develop and retain talented claim professional and/or managers.

  • Advanced technical expertise in Private D&O, EPL and Fiduciary matters or a specialized or highly complex line of business, business management acumen, investigation and claims resolution experience, expert knowledge claims principles, practices and procedures.

  • Ability to solve complex issues with a sense of urgency; utilizes and effectively identifies and manages all available resources to make informed decisions.

  • Ability to effectively interact and collaborate with all levels of CNA's internal and external business partners.

  • Excellent communication skills and customer service experience, with demonstrated ability to succinctly present to senior management.

  • Demonstrated knowledge and understanding of when and how to extract insights from metrics to make informed business decisions.

  • Ability to creativity and effectively manage through ambiguous and challenging business problems, lead through change and take appropriate levels of risks.

  • Adaptable and able to effectively lead through change.

  • Knowledge of Microsoft Office Suite and other business-related software.

  • Ability to model CNA's leadership behaviors.

Education & Experience:

  • Bachelor's or Master's degree; JD degree preferred.

  • Typically a minimum of ten years of related work experience, with one to three years of management experience preferred.

  • Applicable certifications or professional designations preferred.

#LI-CP1

#LI-Hybrid

In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $97,000 to $189,000 annually.Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visitcnabenefits.com.

CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contactleaveadministration@cna.com.