ZipRecruiter

Log In

2

Remote Investment Suitability Review Jobs in Spring, TX

LivaNova

Corporate Counsel (Director) - Remote

Houston, TX · Remote

$175K - $225K/yr

Support the preparation and review of SEC filings , including Forms 10-K, 10-Q, 8-K, proxy ... Partner with finance, investor relations, and executive leadership on earnings releases, investor ...

Citi

Banker

Houston, TX · On-site +1

$275K/yr

Responsible for drafting situation analyses, pitch materials, information memoranda, investor and ... Importantly, all our hiring processes and decisions, including determining your suitability for a ...

Fund Services Group

Treasury Associate

Houston, TX · On-site

$45K - $60K/yr

Conducting audits or reviews on investments, documentation, systems, and processes * Management or ... remote work company, but some of the training for this role may be best delivered in-person ...

Fund Services Group

Treasury Associate

Houston, TX · Remote

$45K - $60K/yr

Conducting audits or reviews on investments, documentation, systems, and processes * Management or ... remote work company, but some of the training for this role may be best delivered in-person ...

previous pagenext page

Showing results 21-40

All JobsInvestment Suitability Review JobsRemote Investment Suitability Review JobsRemote Investment Suitability Review Jobs in Spring, TX

Remote Investment Suitability Review information

See Spring, TX salary details

$35.6K

$141.3K

$197.6K

How much do remote investment suitability review jobs pay per year?

As of Sep 3, 2026, the average yearly pay for remote investment suitability review in Spring, TX is $141,340.00, according to ZipRecruiter salary data. Most workers in this role earn between $108,100.00 and $173,500.00 per year, depending on experience, location, and employer.

What is a remote investment suitability review?

A Remote Investment Suitability Review is a process where a financial professional evaluates whether specific investment products or strategies align with a client's financial goals, risk tolerance, and personal circumstances—conducted remotely through digital tools or communication platforms. This review ensures that recommendations comply with legal and regulatory standards, protecting both the client and the advisor. By performing the suitability review remotely, clients can receive personalized investment guidance without needing to meet in person, increasing convenience and accessibility.

What are the key skills and qualifications needed to thrive as a remote investment suitability reviewer?

To thrive as a Remote Investment Suitability Reviewer, you need a strong understanding of financial regulations, investment products, and risk assessment, often backed by a degree in finance or related certifications such as FINRA Series 7 or 66. Familiarity with compliance monitoring systems, portfolio management software, and secure communication platforms is essential. Attention to detail, analytical thinking, and clear written communication are crucial soft skills for accurately evaluating client profiles and documenting recommendations. These skills and qualities are important to ensure investments align with regulatory standards and client objectives, minimizing risk for both clients and the firm.

What are some common challenges faced by professionals in a remote investment suitability review role, and how can they be addressed?

One common challenge in a Remote Investment Suitability Review role is ensuring clear communication and collaboration with other team members, such as advisors and compliance officers, despite working remotely. Staying updated with regulatory changes and maintaining consistent documentation standards can also be demanding. Utilizing secure digital platforms, scheduling regular check-ins, and proactively seeking clarification on complex cases can help address these challenges. Additionally, dedicating time for ongoing training and leveraging knowledge-sharing tools can support continuous professional development and ensure compliance with evolving industry standards.

What is the difference between Remote Investment Suitability Review vs Remote Financial Advisor?

AspectRemote Investment Suitability ReviewRemote Financial Advisor
CredentialsTypically requires certifications like FINRA Series 7/66, or CFPRequires CFP, Series 7, or similar financial planning licenses
Work EnvironmentPrimarily review and assess client portfolios remotelyProvide comprehensive financial planning and advice remotely
Industry UsageUsed mainly in compliance and suitability assessments within finance firmsUsed in client-facing financial planning and investment management

While both roles operate remotely within the finance industry and require similar certifications, the Remote Investment Suitability Review focuses on evaluating client portfolios for compliance and suitability, whereas the Remote Financial Advisor provides personalized financial advice and planning services.

Remote Investment Suitability Review jobs near you

Senior Manager - Integrated & Remote Operation Centers

Hatch

Houston, TX • On-site, Remote

Full-time

Re-posted 2 days ago

Job description

Requisition ID: 100833
Job Category: Digital
Location: Houston, TX, United States
Join a company that is passionately committed to the pursuit of a better world through positive change. With more than 70 years of business and technical expertise in mining, energy, and infrastructure, our 10,000 colleagues in 150 countries tirelessly work toward bettering the industries in which we operate. With practical solutions that are safe, innovative and sustainable, we think globally while acting locally. Are you looking for an opportunity to join a diverse group of professionals who are committed to remaining exceptional? We look forward to hearing from you.
We're at the forefront of our clients' digital transformation journey, successfully implementing emerging digital services into our clients' projects and operations that unlock a step change in their performance. Join the team to improve project outcomes, leverage the digital twin, deliver systems integration and interoperability, and support decision-making, autonomous execution, and integrated operations and performance centers.
Hatch develops Digital Products and Solutions for the Metals, Energy, and Infrastructure Sectors in Integrated and Remote Operation Centers, Asset Intelligence, AI Assissted Process Control, Industrial Automation, IT/OT Integration and Operational Decision Support Systems. Our clients are increasingly investing in technologies to remove people from remote locations, dangerous workfronts and to achieve real time understanding of complex supply chains to allow better decision making. Hatch combines this digital knowhow with deep industry expertise, business transformation advisory services and engineering capabilities to deliver a holistic outcome for our clients.
Hatch is seeking a highly motivated and accomplished Integrated and Remote Operation Centers (IROC) Senior Manager to join our Digital team in the USA. The IROC Senior Manager will report to the Digital Principal Mining & Metals USA and be responsible for:
  1. Lead and deliver IROC related engagements predominantly in the USA.
  2. Co-develop the broader IROC capability in the region,
  3. Collaborate closely with the Global IROC solution team to Contribute to the overall strategy and direction for the development of the IROC offering(s).

Functional Tasks:
This role will form part of the Digital USA Delivery Team. The specific functional tasks will include:
  • Actively deliver IROC related engagements by providing domain expertise. Whether that be through client engagement, development of project artefacts, review of deliverables or coaching of the project team.
  • Coach and develop people in the region, imparting your IROC domain expertise to build a local team who is knowledgeable in IROC concepts and best practice.
  • Pursue, nurture and leverage key internal relationships critical for the practice's success. Evangelize relentlessly.
  • Collaborate with the global IROC solution team to shape the development of repeatable offerings that are relevant to the region.
  • Champion the global IROC offerings in the region to ensure that they are leveraged for client engagements, providing feedback and continuous improvement inputs.
  • Collaborate with technical and delivery teams to ensure consistency of approach
  • Remain abreast of the industry, competitors and technology trends and align our services to market needs. Consider alliances, investment opportunities and acquisitions to improve market position and grow revenue.
  • Establish Hatch's eminence in the market through delivery of conference presentations, participation in industry forums, publication of white papers and other thought leadership articles.

Experience and skills important for the role:
  • 5-8 years of management consulting or relevant industry and domain experience
  • Have had senior roles in either the implementation or operation of IROCs in the mining, metals, or energy industries.
  • Deep knowledge of how a wholistic design approach (across people, process, technology, and facilities) can be best applied to deliver maximum value to our clients.
  • Bachelor's degree in Engineering, Finance or Business, or an equivalent combination of education and professional experience, an MBA or equivalent postgraduate degree is advantageous
  • Be able to articulate a vision for the next generation of digitally enabled IROCs and the associated value proposition for our clients.
  • Strong initiative, eagerness to break new ground and create opportunities for others.
  • Be able to positively influence by possessing the skills and abilities necessary to facilitate team building, client relations, negotiation, decision making and creative problem solving.
  • Be known in the market as a thought leader who is driving industry trends related to integrated and remote operations.
  • An innovative and results oriented person who thrives in a complex and fast-paced work environment.
  • Strong communicator with the ability to interact professionally and considerately with client(s), gaining co-operation and respect.
  • Excellent verbal and written communication skills with proven ability to present concepts, ideas, and insights to the project team and clients.
  • Embracing an entrepreneurial spirit and comfort working within a rapidly changing environment.
  • Ability to solve complex functional/process issues which cross organizational boundaries; ability to liaise and negotiate.
  • Undertake North America travel to client/project sites as required.

Why join us?
  • Work with great people to make a difference
  • Collaborate on exciting projects to develop innovative solutions
  • Top employer

What we offer you?
  • Flexible work environment
  • Long term career development
  • Think globally, work locally

Don't meet every single requirement? You don't need to. At Hatch, we are building a diverse, inclusive workplace that fosters innovation. If you're interested in this role, we encourage you to apply even if your past experiences don't perfectly align with the skills we've listed.
We're committed to fostering a workforce that reflects the diversity of the communities in which we operate and serve. Hatch is an Equal Opportunity Employer that considers applicants without regard to age, race, color, national origin, citizenship, religion, creed, gender, sexual orientation, marital status, disability, veteran, or any other protected status. If you have any accommodation requirements, please let us know. We'll do our best to meet your needs in accordance with applicable local legislation.

Apply