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Wealth Management Operations Remote Jobs in New York

Farther

Senior Talent Partner (Advisor Practice)

New York, NY · On-site +1

$149K - $149K/yr

... RIA, wealth management firm, or financial services search firm * Existing network in the wirehouse-to-independent advisor transition market * Experience recruiting in New York, Texas, and Remote ...

CIBC

Senior Wealth Strategist

New York, NY · On-site +1

$200K - $260K/yr

Details on your work arrangement (proportion of on-site and remote work) will be discussed at the ... Partner with Relationship Managers and HNW clients in a consultative role, developing holistic ...

CIBC US

Senior Wealth Strategist

New York, NY · On-site +1

$200K - $260K/yr

Details on your work arrangement (proportion of on-site and remote work) will be discussed at the ... Partner with Relationship Managers and HNW clients in a consultative role, developing holistic ...

Farther

Senior Trading Associate

New York, NY · On-site +1

$16.50 - $19.75/hr

... the future of wealth management with you. The Role Farther is seeking a Senior Trading Associate to support and scale the firm's trading operations across multiple platforms and custodial ...

moomoo

Futures Operations Manager

New York, NY · Remote

... and wealth management platform that's designed to elevate the investment experience. Here's a ... Jersey City, NJ or Dallas, TX or Remote About the Team & Role: The Futures Clearing Operations ...

moomoo

Futures Operations Manager

Dallas, TX · On-site +1

... and wealth management platform that's designed to elevate the investment experience. Here's a ... Jersey City, NJ or Dallas, TX or Remote About the Team & Role: The Futures Clearing Operations ...

Jj

Manager, Clinical Operations

Raritan, NJ · On-site +1

Remote work options may be considered on a case-by-case basis and if approved by the Company. Manager Clinical Operations is accountable for the operational management and successful country ...

Alpaca

Account Executive - US

New York, NY · On-site +1

This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto ... Our team is 100% distributed and remote, with a preference for candidates located in New York ...

Farther

Corporate Development Director

New York, NY · On-site +1

... tailored wealth management experience. Farther's founders are leaders and innovators from the ... Collaborate with operations, product, recruiting, finance, legal, and compliance teams to execute ...

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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 New York?

The most popular types of Wealth Management Operations jobs in New York are:

What are popular job titles related to Wealth Management Operations Remote jobs in New York?

For Wealth Management Operations Remote jobs in New York, the most frequently searched job titles are:

What job categories do people searching Wealth Management Operations Remote jobs in New York look for?

The top searched job categories for Wealth Management Operations Remote jobs in New York are:

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Cities in New York with the most Wealth Management Operations Remote job openings:

Wealth Management Operations Remote jobs near you

Senior Talent Partner (Advisor Practice)

Farther

New York, NY • On-site, Remote

$149K - $149K/yr

Full-time

Medical, Retirement, PTO

Re-posted 16 hours ago

Job description

The Role

Farther's Advisor network is scaling fast, and this role sits at the center of it. As our Senior Talent Partner focused on the wealth advisor practice, you'll recruit across our advisor ecosystem: Associate Advisors, Advisor Support Staff, and proactive roles supporting the RIA. You'll work directly with Advisor Principals & Team Leads to understand their business, translate hiring needs into search strategies, and close the kind of hires that move the needle on AUM and team growth.

Your Impact

  • Full-cycle recruiting for Advisor practice roles, including Associate Advisors, RIA non-Advisor Staff, and Relationship Managers
  • Partner directly with Advisor Team Leads to conduct intakes, build search strategies, and set realistic hiring timelines
  • Source proactively into the wealth management talent market: broker networks, RIA pipelines, custodian alumni, and direct outreach
  • Navigate Advisor compensation structures, including payout grids, transition packages, and book-of-business considerations, with fluency
  • Build and manage a warm pipeline of Advisor-track talent across markets, including New York, Dallas, and remote across the US 
  • Manage full candidate experience from first outreach through offer close - including competitive offer strategy and counter negotiations
  • Partner with Senior Talent Leaders on headcount planning, market intelligence, and Advisor growth initiatives
  • Maintain clean CRM & Greenhouse data and keep all stakeholders informed at every stage

The Ideal Match

  • 5+ years of full-cycle recruiting experience with at least 3 years focused on wealth management, financial advisory, or financial services talent
  • Experience with complex compensation structures, you can talk about payout grids, transition bonuses, and book-of-business deals 
  • Proven track record sourcing and closing advisor-track talent (wirehouse, RIA, or independent channels)
  • Confident running stakeholder conversations with senior Advisors and practice leads without needing hand-holding
  • Strong instincts on candidate quality, you're not throwing volume at a role, you're finding the right person
  • Experience using an ATS (Greenhouse preferred) and modern sourcing tools

Bonus Points

  • Background recruiting at an RIA, wealth management firm, or financial services search firm
  • Existing network in the wirehouse-to-independent advisor transition market
  • Experience recruiting in New York, Texas, and Remote markets
  • Familiarity with advisor team growth dynamics, you understand what it means to build out a practice

Why Join Us 

  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO
  • Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!

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About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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