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Wealth Management Operations Remote Jobs in Georgia

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Modera Wealth Management

Advisory Manager

Atlanta, GA · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Partial remote work * Salary range: $100-145,000 annually * Pay ranges are job specific and are ...

HB Wealth

Associate, Investment Operations

Atlanta, GA · On-site +1

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... Position Summary HB is seeking an Investment Operations Associate to assist the Operations Team in ...

Aprio

Tax Manager, Wealth Management

Atlanta, GA · On-site +1

$121K - $148K/yr

Engagement Management: * Manage multiple client relationships and engagements simultaneously ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Tax Manager, Wealth Management

Atlanta, GA · On-site +1

$98K - $164K/yr

Engagement Management: * Manage multiple client relationships and engagements simultaneously ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

... tailored wealth management experience. Farther's founders are leaders and innovators from the ... A structured and orderly approach to daily operations is essential, requiring a highly detail ...

Osaic

Vice President, Advisory Consulting

Atlanta, GA · On-site +1

$140K - $175K/yr

Wealth Management Sales Opportunity in Financial Services Vice President, Advisory Consulting ... Non-remote employees must be willing to work this schedule. Given the regional and travel ...

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Wealth Management Operations Remote information

What are wealth management operations roles in a remote setting?

Wealth management operations roles in a remote setting involve supporting financial advisors and clients by managing account transactions, ensuring compliance, processing documentation, and maintaining records—all from a virtual workspace. These professionals often handle tasks like onboarding new clients, trade settlement, reporting, and communication with custodians or regulators. Remote wealth management operations rely heavily on secure technology platforms to ensure confidentiality and efficiency, and require strong organizational and communication skills to coordinate with various teams and clients across different locations.

What are the key skills and qualifications needed to thrive as a Wealth Management Operations professional in a remote setting, and why are they important?

To thrive as a Wealth Management Operations professional remotely, you need a solid understanding of financial products, operations processes, and regulatory compliance, typically supported by a degree in finance or related field. Familiarity with portfolio management systems, financial reporting tools, and platforms such as Bloomberg or Salesforce is often required, along with knowledge of industry regulations. Strong attention to detail, problem-solving skills, and effective virtual communication set top candidates apart. These capabilities ensure accurate transaction processing, regulatory adherence, and seamless client support in a remote environment.

What are some common challenges faced in a remote Wealth Management Operations role, and how can they be effectively managed?

In a remote Wealth Management Operations position, professionals often encounter challenges related to communication, data security, and staying aligned with compliance requirements. Effective management includes leveraging secure collaboration tools, maintaining regular virtual check-ins with team members, and staying updated on regulatory changes through ongoing training. Establishing clear processes for document handling and ensuring robust cybersecurity practices are also essential for managing sensitive client information. Success in this role hinges on proactive communication, adaptability, and a commitment to upholding the highest operational standards.
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Wealth Management Operations Remote jobs near you
Program Manager, Vendor Management Operations

Program Manager, Vendor Management Operations

Oscar Health

Atlanta, GA • Remote

$100K - $132K/yr

Other

PTO

Posted 20 days ago

Oscar Health rating

6.9

Company rating: 6.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

248th of 299 rated insurance

Job description

Hi, we're Oscar. We're hiring a Program Manager, Vendor Management Operations to join our Workforce Management team.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family.

About the role:

The Program Manager is responsible for supporting all activities related to vendor management to ensure success. Additionally supports operational improvements for core vendor operations, including proper controls and monitoring, to ensure operational efficiency and effectiveness, supporting the program across the organization and helping implement project management fundamentals and standards across the organization.

You will report into the Associate Director, Workforce Management.

Work Location: This is a remote position, open to candidates who reside in: Atlanta, Georgia. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $100,602 - $132,040 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.

Responsibilities:

  • Identify optimization opportunities to support program objectives
  • Support implementations end to end to ensure success
  • Lead certain components of the program
  • Partner with other departments and various stakeholders to ensure operational excellence
  • Support a successful program end to end through assisting in project plan development, keeping your stakeholders in the loop on status, proactively flagging, managing escalations, tracking and helping to resolve program risks and milestones, and supporting program retros to assess strengths and weaknesses
  • Support the tracking and monitoring of controls
  • Develop tools and standards to support team programs year over year based on program retros
  • Develop meeting materials, track and follow-up on action items, assist with management of all project plans
  • Compliance with all applicable laws and regulations
  • Other duties as assigned

Requirements:

  • 4+ years of BPO program and/or project management experience, creating dashboards and playbooks
  • 4+ years experience in change management and process improvement

Bonus points:

  • PMP or Six Sigma certification
  • Proficiency in Excel or Sheets

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