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Remote Wealth Management Jobs in Meriden, CT (NOW HIRING)

... Retail Wealth Management initiatives, making experience with retail wealth platforms, advisor technologies, and data-driven decision making highly valuable. Location: Remote or hybrid work ...

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FP&A Manager - AI Trainer

Waterbury, CT ยท Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

FP&A Manager - AI Trainer

New Haven, CT ยท Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

FP&A Manager - AI Trainer

Hartford, CT ยท Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

M&A Associate - AI Trainer

New Haven, CT ยท Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

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Remote Wealth Management information

See Meriden, CT salary details

$73.5K

$95.8K

$114.7K

How much do remote wealth management jobs pay per year?

As of Aug 28, 2026, the average yearly pay for remote wealth management in Meriden, CT is $95,782.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,800.00 and $106,800.00 per year, depending on experience, location, and employer.

What is remote wealth management?

A Remote Wealth Management job involves providing financial planning, investment advice, and portfolio management services to clients virtually. Professionals in this role use digital tools to assess clients' financial goals, develop strategies, and monitor investments without in-person meetings. They may work for financial firms, banks, or as independent advisors, offering convenience and flexibility to both clients and advisors. Strong communication, analytical skills, and knowledge of financial markets are essential for success in this role.

What does a remote wealth management professional do?

A remote wealth management professional usually begins their day by reviewing market updates, client portfolios, and responding to urgent client inquiries. Much of the work involves analyzing financial data, preparing investment recommendations, and conducting virtual meetings with clients to discuss their financial goals and progress. Collaboration with internal analysts, tax specialists, and support teams also takes place through online communication platforms. The role requires excellent time management and adaptability to ensure proactive client service and effective portfolio oversight in a fully remote setting.

What skills and qualifications are needed for remote wealth management?

To thrive in Remote Wealth Management, a strong background in finance, investment strategies, and client relationship management is essential, often supported by a bachelor's degree in finance or a related field and licenses such as Series 65 or CFP certification. Proficiency with financial planning software, CRM tools, and secure communication systems is typically required. Outstanding soft skills include proactive communication, trust-building, and self-motivation to manage client portfolios remotely. These competencies are critical for delivering high-quality, tailored advice to clients while maintaining compliance and meeting performance benchmarks in a virtual environment.

What are the most commonly searched types of Wealth Management jobs in Meriden, CT?

The most popular types of Wealth Management jobs in Meriden, CT are:

What job categories do people searching Remote Wealth Management jobs in Meriden, CT look for?

The top searched job categories for Remote Wealth Management jobs in Meriden, CT are:

What cities near Meriden, CT are hiring for Remote Wealth Management jobs?

Cities near Meriden, CT with the most Remote Wealth Management job openings:

Senior Data Product Owner

Hartford, CT โ€ข On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New


Job description

Together we fight for everyone's opportunity for a better financial future.

We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now

Get to Know the Opportunity

Voya Financial is seeking a Senior Data Product Owner to drive discovery, strategy, and delivery for data products within our Retail Wealth Management domain. In this role, you will serve as the bridge between business stakeholders and technology teams, translating business goals into actionable data solutions that drive measurable outcomes.

You will partner closely with business leaders, engineers, architects, and data professionals to define product vision, prioritize roadmaps, and maximize value delivery. This position plays a key role in advancing Voya's Retail Wealth Management initiatives, making experience with retail wealth platforms, advisor technologies, and data-driven decision making highly valuable.

Location: Remote or hybrid work arrangement in accordance with Voya's flexible workplace guidelines.

The Contributions You'll Make
  • Serve as the voice of the customer by understanding business needs and translating them into technical requirements for the Retail Wealth Management data domain.
  • Partner with business stakeholders to define, prioritize, and execute the product roadmap.
  • Articulate technology vision and strategy while ensuring alignment between business objectives and technical solutions.
  • Design and implement data solutions in collaboration with architects and engineering teams.
  • Measure product and solution success through analytics and performance insights.
  • Translate business requirements into technical features, user stories, use cases, acceptance criteria, and product documentation.
  • Manage and prioritize the product backlog to maximize business value and support sprint and program increment planning.
  • Facilitate communication between business partners and engineering teams to validate requirements and delivered solutions.
  • Support development teams by providing data specifications, requirements clarification, and domain expertise.
  • Deliver and promote effective adoption of data products and solutions across the business.
  • Build strong partnerships with stakeholders across business and technology teams.
  • Mentor and guide junior product owners and product team members.
  • Develop compelling business narratives and presentations to gain stakeholder and leadership support.
Minimum Knowledge & Experience
  • Bachelor's degree or equivalent professional experience.
  • 10+ years of experience in technology, business analysis, or related fields.
  • 5+ years of product ownership, product management, or data product experience with increasing levels of responsibility.
  • Experience working as a Product Owner within an Agile/Scrum software development environment.
  • Proven ability to lead cross-functional teams and influence stakeholders without direct authority.
  • Hands-on experience with cloud-based data platforms, including Azure, Databricks, and Snowflake.
  • Strong SQL and data querying skills.
  • Understanding of data management and data modeling concepts.
  • Experience defining product strategies, product roadmaps, and measurable objectives such as OKRs.
  • Strong business analysis and requirements management skills, including requirements elicitation, documentation, analysis, and prioritization.
  • Experience managing multiple priorities, competing stakeholder needs, and changing business demands.
  • Strong problem-solving and analytical skills with the ability to translate business needs into actionable solutions.
  • Excellent written and verbal communication skills, including the ability to communicate effectively with both technical and non-technical audiences.
  • Ability to adapt to change, foster collaboration, and build effective partnerships across teams.
Preferred Knowledge & Experience
  • Experience supporting Retail Wealth Management organizations.
  • Knowledge of advisor technology platforms and advisor-facing solutions.
  • Experience working with wealth management data, analytics, and reporting initiatives.
  • Demonstrated success delivering enterprise data products and data-driven solutions.
  • Experience coaching and mentoring junior product professionals.
  • Advanced understanding of data strategy, analytics, and business value realization.
  • Financial services industry experience, particularly within wealth management or investment services.
  • Experience presenting recommendations and influencing senior leadership decisions.

#LI-LW1

Compensation Pay Disclosure:

Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$100,070 - $157,470 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan - with generous company matching contributions (up to 6%)
  • Voya Retirement Plan - employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time - 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

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