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Remote Transaction Advisory Jobs in Utah (NOW HIRING)

... with remote work opportunity. Key Responsibilities: Supervisory Oversight: * Oversee daily supervisory functions across both brokerage and advisory platforms, including review of transactions ...

Consultant

Salt Lake City, UT · On-site +1

$95K - $110K/yr

Consultant - Accounting Advisory Our consultants work as part of a team with other CFGI ... What you might expect : · Preparation of operational due diligence for complex transactions (i.e ...

Consultant

Salt Lake City, UT · On-site +1

$95K - $110K/yr

Consultant - Accounting Advisory Our consultants work as part of a team with other CFGI ... What you might expect: · Preparation of operational due diligence for complex transactions (i.e ...

Consultant

Salt Lake City, UT · On-site +1

$95K - $110K/yr

Consultant - Accounting Advisory Our consultants work as part of a team with other CFGI ... Enjoy the flexibility of office/remote/client site work locations (engagement specific). Create ...

Consultant

Salt Lake City, UT · On-site +1

$95K - $110K/yr

Consultant - Accounting Advisory Our consultants work as part of a team with other CFGI ... What you might expect: · Preparation of operational due diligence for complex transactions (i.e ...

Senior Manager

Salt Lake City, UT · On-site +1

$145K - $185K/yr

Senior Manager - Accounting Advisory Senior Managers will work closely with 'C-level' management of ... of office/remote/client site work locations (engagement specific). · Create your own path. · ...

Senior Manager

Salt Lake City, UT · On-site +1

$145K - $185K/yr

Senior Manager - Accounting Advisory Senior Managers will work closely with 'C-level' management of ... Enjoy the flexibility of office/remote/client site work locations (engagement specific). Create ...

Remote Transaction Advisory information

What are the key skills and qualifications needed to thrive as a Remote Transaction Advisory professional, and why are they important?

To thrive as a Remote Transaction Advisory professional, you need strong financial analysis, due diligence, and accounting expertise, typically supported by a degree in finance or accounting and relevant certifications such as CPA or CFA. Familiarity with financial modeling tools, ERP systems, and data analysis software like Excel, Tableau, or Power BI is essential. Exceptional communication, time management, and problem-solving skills help you stand out in collaborating with clients and teams virtually. These skills are crucial for delivering accurate, timely, and actionable advice that drives successful transactions in a remote environment.

What are the most common challenges faced by professionals in remote transaction advisory roles, and how can they be addressed?

Professionals in remote transaction advisory often face challenges such as coordinating with cross-functional teams across different time zones, ensuring clear communication with clients, and maintaining data security when handling sensitive information. To address these challenges, it's important to leverage secure collaboration tools, establish regular virtual check-ins, and set clear expectations with both clients and team members. Proactively managing communication and staying organized can help maintain productivity and ensure smooth transaction processes, even when working remotely.

What is remote transaction advisory?

Remote transaction advisory refers to providing expert advice and support for business transactions, such as mergers, acquisitions, or financial restructuring, from a location outside the client’s office—usually via digital communication tools. Professionals in this field help clients analyze, structure, and execute deals while ensuring compliance with legal and financial regulations. Working remotely allows for greater flexibility and access to a global client base, using technology to facilitate collaboration and document sharing.

What is the difference between Remote Transaction Advisory vs Remote Due Diligence Specialist?

AspectRemote Transaction AdvisoryRemote Due Diligence Specialist
CertificationsCPA, CFA, or equivalentCPA, CFA, or equivalent
Work EnvironmentConsulting firms, corporate finance teamsFinancial services, consulting firms
Industry UsageInvestment banking, M&A, corporate financeInvestment analysis, risk assessment
Search IntentAdvisory on transactions, deal supportEvaluating target companies, risk due diligence

Remote Transaction Advisory and Remote Due Diligence Specialist roles share similar credentials and industry settings. However, Transaction Advisory focuses on providing strategic advice during mergers, acquisitions, and financial transactions, while Due Diligence Specialists primarily evaluate target companies' financial health and risks. Both roles are essential in the deal process but serve different functions within the transaction lifecycle.

What are the most commonly searched types of Transaction Advisory jobs in Utah? The most popular types of Transaction Advisory jobs in Utah are:
What job categories do people searching Remote Transaction Advisory jobs in Utah look for? The top searched job categories for Remote Transaction Advisory jobs in Utah are:
What cities in Utah are hiring for Remote Transaction Advisory jobs? Cities in Utah with the most Remote Transaction Advisory job openings:
Director of Transaction Management

Director of Transaction Management

Summit Sotheby's International Realty

Salt Lake City, UT • On-site, Remote

Full-time

Posted 20 days ago


Job description

Regional Director of Transaction Management Operations


Summit Sothebys International Realty is expanding our team. We are seeking an experienced, collaborative leader to oversee and support our Transaction Management teams across California, Utah, Nevada, and Idaho. This role blends leadership and hands-on operational oversight, offering the opportunity to help set direction while staying closely connected to day-to-day execution.

You'll partner with executive and regional leadership, support transaction managers across multiple offices, and ensure transaction processes are consistent, compliant, and effective for agents, clients, and internal teams. This role is ideal for someone who enjoys building strong teams, improving systems, and solving problems with a people-first mindset.


Key Responsibilities

Partner with executive and regional leadership to guide transaction management operations across multiple states
Support and mentor transaction managers, fostering growth, accountability, and performance
Lead hiring, onboarding, and training to ensure team members are set up for success
Refine workflows, streamline systems, and improve operational efficiency
Coordinate regional solutions when challenges arise in individual markets
Collaborate with Marketing, Compliance, and Accounting to ensure alignment with company initiatives
Track and analyze key performance metrics such as transaction volume, productivity, and service quality
Support compliance efforts and risk management in partnership with brokers and compliance teams
Help evaluate and implement technology tools that improve transaction efficiency and transparency


Qualifications

Experience leading transaction management or real estate operations in Utah, California, Idaho, or Nevada
Proven ability to manage and support high-performing teams
Strategic mindset with a willingness to stay hands-on
Strong experience improving workflows and implementing scalable systems
Comfort using platforms such as Open to Close, SkySlope, DocuSign, and CRM systems
Solid understanding of KPIs, operational metrics, and reporting
Strong communication skills and ability to build trust across teams
Experience leading change, including supporting remote or hybrid teams


Preferred Qualifications

Three or more years in transaction coordination leadership or brokerage operations
Three or more years leading regional or multi-office transaction teams
Experience driving operational change and cross-department collaboration
Familiarity with multi-state brokerage operations and compliance


Why Join Us

This role offers the opportunity to shape transaction management at a high level while remaining connected to the work that matters most. You'll have meaningful influence over systems, processes, and team development, and your impact will be felt across agent experience, client satisfaction, and operational success.


About Us:
Summit Sotheby's International Realty is the local affiliate of a global brand whose name is synonymous with unparalleled experience and customer service. We represent homes of all price points in all corners of the state. Our team is tight-knit, and our goals are off the charts. We believe in pushing the envelope and think each day is an opportunity to redefine the real estate industry.


About the Job:
This position will be located in our Sugarhouse office. This is a full-time position, Monday through Friday, with a salary range that is based on experience and qualifications. If you're a proactive professional with a vision for your own growth within a company that's rapidly evolving, we'd love to hear from you.