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Wealth Management Operations Remote Jobs in Massachusetts

Envestnet

Pricing Governance Lead

Boston, MA · On-site +1

$108K - $135K/yr

Oversees Deal Desk operations, including pricing governance, approval workflows, escalation ... SaaS, fintech, wealth management, or enterprise technology experience. * CPQ implementation ...

Exemplar Companies

Senior Solutions Architect

Boston, MA · Remote

$130K - $160K/yr

Remote - United States Job Type: Full-Time, Permanent About Exemplar Companies Exemplar Companies ... Our integrated platform brings together expertise in law, tax, strategy, wealth management ...

Exemplar Companies

Senior Solutions Architect

Boston, MA · Remote

$130K - $160K/yr

Remote - United States Job Type: Full-Time, Permanent About Exemplar Companies Exemplar Companies ... Our integrated platform brings together expertise in law, tax, strategy, wealth management ...

State Street Global Advisors

Consultant, Officer

Boston, MA · On-site +1

$70K - $118K/yr

... wealth management and hedge funds. Together we have created the first open front-to-back platform ... Advise on best practices regarding the implementation and operation of Charles River solutions and ...

Softworld

Solutions Manager, Fintech

Waltham, MA · Remote

There are openings in our Waltham, MA office, with remote/WFH flexibility, as well as openings in ... wealth management, brokerage, and insurance firms. * Must understand details of financial services ...

LPL Financial

AVP, Strategy Activation

Boston, MA · Remote

$114K - $190K/yr

Requirements: * 5+ years of experience in program management, business operations, strategy ... LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial ...

Maximus

Clinical Operations Coordinator - (Remote)

MA · On-site +1

General information Job Posting Title Clinical Operations Coordinator - (Remote) Date Friday, July ... This role is responsible for coordinating assessment activities, managing referrals, ensuring ...

XRHealth

Operations Manager

Boston, MA · On-site +1

GM/Director of US Services About XRHealth XRHealth is a fully remote telehealth company delivering ... Own day-to-day administration of core operating systems, including CRM (HubSpot), EHR, billing, and ...

Osv_edf

Development Strategic Operations Intern

Boston, MA · On-site +1

$18/hr

S. Remote with option to be based in an EDF office in New York, Boston, Washington DC, Boulder, or ... They will report to the Project Manager, Development Information and Strategy and will work closely ...

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Wealth Management Operations Remote information

What is a wealth management operations role 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?

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 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.
What are the most commonly searched types of Wealth Management Operations jobs in Massachusetts? The most popular types of Wealth Management Operations jobs in Massachusetts are:
What are popular job titles related to Wealth Management Operations Remote jobs in Massachusetts? For Wealth Management Operations Remote jobs in Massachusetts, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations Remote jobs in Massachusetts look for? The top searched job categories for Wealth Management Operations Remote jobs in Massachusetts are:
What cities in Massachusetts are hiring for Wealth Management Operations Remote jobs? Cities in Massachusetts with the most Wealth Management Operations Remote job openings:
Wealth Management Operations Remote jobs near you

Pricing Governance Lead

Envestnet

Boston, MA • On-site, Remote

$108K - $135K/yr

Full-time

Medical, Retirement, PTO

Re-posted 28 days ago

Job description

Description

The application window will close August 31st, 2026.

Job Location   
The primary work location for this role is Berwyn, Boston or Raleigh with a hybrid work model or remote for other east coast areas.
  
About Envestnet  
Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   
   
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.   
   
The Team You’ll Join  
The Pricing Governance Lead will join a highly collaborative and growing team responsible for driving disciplined, scalable pricing across customer deals. The team partners closely with Sales, Relationship Management, Finance, Legal, and Product to ensure pricing decisions are consistent, well-documented, and aligned to strategic objectives.
 
How You’ll Contribute  
Collaborates with Sales, Marketing, and other teams to establish competitive pricing strategies that support revenue growth and market expansion. Develops product and client focused analysis to support pricing models, guidelines, and deal structures. Supports complex proposals and leverages competitive and market intelligence to inform bid strategy and commercial decision making.
•    Leverages business, finance, pricing and product knowledge to support proposal structuring and agreements.
•    Provides guidance and strategy options to Sales, Relationship Managers, service line management and business development teams for financial modeling and pricing.
•    Develops, implements and maintains pricing and related tools and capabilities to help business stakeholders understand complex financial models and how they apply to specific scenarios.
•    Recommends and drives new product monetization approaches aligned to the overall business pricing strategy.
•    Contributes to development of business cases to facilitate understanding the impact of strategic pricing recommendations. 
•    Recommends pricing and related strategies that portray value, drive client purchasing decisions and instill confidence in company products and services.
•    Oversees Deal Desk operations, including pricing governance, approval workflows, escalation thresholds, and documentation standards to support efficient, consistent, and compliant pricing decisions.
•    Partners with Product, Sales, and Go-to-Market teams to evaluate non-standard pricing requests, coordinate approvals, and align pricing strategies with product packaging and value positioning.
•    Develops and maintains reporting, dashboards, and key performance indicators that provide visibility into pricing effectiveness, discounting trends, renewal performance, and overall price realization.
 What You’ll Need to Bring  
  • •    Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
    •    Bachelor’s degree in finance, or a related field required, advanced degree (MBA) is a plus.
    •    Experience building and improving pricing governance (e.g., approval frameworks, escalation paths, controls, and documentation standards).
    •    Strong business judgment and executive communication skills; able to synthesize complex deal tradeoffs into clear recommendations and influence outcomes.
    •    Advanced Excel skills required; experience with Power BI (or similar) is a plus.
 Nice-to-Haves  
  • SaaS, fintech, wealth management, or enterprise technology experience.
  • CPQ implementation experience.
  • Built pricing dashboards/metrics (discount waterfall, renewal uplift) and turned insights into action.
  • Supported renewals/retention motions (discount governance, uplift strategy, pipeline hygiene).

Why You’ll Enjoy Working at Envestnet  

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference. 

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.  

The opportunity is now!  

  

Sponsorship  

This position is not open to candidates requiring visa sponsorship  

  

Our Investment in You 

This role offers a base salary range of $108,000 to $135,000. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.  This role is eligible for an additional incentive component as part of the total rewards package.   

 

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.  Please visit our benefits page on our career site to learn more.  

   

Our Commitment to Inclusion & Belonging  

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.  

 

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at  careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.       

 

Recruitment Fraud 

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. 

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