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Wealth Management Operations Remote Jobs in Texas

You will work closely with Relationship Managers, Investment and Wealth Specialists, Bankers ... Details on your work arrangement (proportion of on-site and remote work) will be discussed at the ...

Estimator

Katy, TX · Remote

$65K - $75K/yr

Support solution development for base life support, workforce housing, remote camp operations ... Bachelor's degree in business, Logistics, Project Management, Engineering, Construction Management ...

New

Support solution development for base life support, workforce housing, remote camp operations ... Bachelor's degree in business, Logistics, Project Management, Engineering, Construction Management ...

New

Senior Trading Associate

Dallas, TX · On-site +1

$14.75 - $17.75/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 ...

... tailored wealth management experience. Farther's founders are leaders and innovators from the ... Track record working with distributed or remote advisor teams Please note: Some regional travel is ...

... wealth management experience for Farther advisors and clients. You'll support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding ...

... tailored wealth management experience. Farther's founders are leaders and innovators from the ... Track record working with distributed or remote advisor teams Please note: Some regional travel is ...

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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.
What are the most commonly searched types of Wealth Management Operations jobs in Texas? The most popular types of Wealth Management Operations jobs in Texas are:
What are popular job titles related to Wealth Management Operations Remote jobs in Texas? For Wealth Management Operations Remote jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations Remote jobs in Texas look for? The top searched job categories for Wealth Management Operations Remote jobs in Texas are:
What cities in Texas are hiring for Wealth Management Operations Remote jobs? Cities in Texas with the most Wealth Management Operations Remote job openings:
Infographic showing various Wealth Management Operations Remote job openings in Texas as of July 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 100% Remote job distribution.
Program Manager, Vendor Management Operations

Program Manager, Vendor Management Operations

Oscar Health

Dallas, TX • Remote

$100K - $132K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago


Oscar Health rating

6.9

Company rating: 6.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

238th of 281 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: Dallas, Texas. 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

This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. 

At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives.

Pay Transparency:  Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements.

Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts.

Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant’s disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known.

California Residents: For information about our collection, use, and disclosure of applicants’ personal information as well as applicants’ rights over their personal information, please see our .


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