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Wealth Management Operations Remote Jobs in Texas

Farther

Senior Client Experience Associate

Dallas, TX · On-site +1

... 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 ...

Farther

Senior Regional Compliance Associate

Irving, TX · On-site +1

... 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 ...

Farther

Senior Regional Compliance Associate

Irving, TX · On-site +1

... 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 ...

MBC Talent Connections

Financial Advisor

Colorado City, TX · On-site +1

$90K - $120K/yr

Focus on higher-value advisory services Qualifications * 10+ years of wealth management experience ... Remote/hybrid flexibility * Benefits available for W2 employees * Transition and sign-on support

Farther

Advisor Support Coordinator

Dallas, TX · On-site +1

... of wealth management with you. The Role Our advisors and client experience teams are growing fast - and they need sharp, proactive operational support so everyone can stay focused on what matters ...

Harris

This remote role welcomes candidates anywhere in the US. Salary: 140K - 160K AI & Innovation ... Contract & Vendor Management * Own the full lifecycle of contracts for tooling and vendors used ...

Harris

This remote role welcomes candidates anywhere in the US. Salary: 140K - 160K AI & Innovation ... Contract & Vendor Management * Own the full lifecycle of contracts for tooling and vendors used ...

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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:
Wealth Management Operations Remote jobs near you
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 5% In-person, and 95% Remote job distribution.

Senior Client Experience Associate

Farther

Dallas, TX • On-site, Remote

Full-time

Medical, Retirement, PTO

Re-posted 22 days ago

Job description

Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend 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 who are passionate about helping their 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 build the future of wealth management with you.
The Role
As a Senior Client Experience Associate, you will play a key role in delivering a world-class 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, client onboarding, ongoing requests, and any complex needs. You will work closely with our Product and Engineering teams to continually push the boundaries of wealth management. As a member of Farther's client experience team, this is an opportunity to have a huge impact - not just on the company, but on the entire wealthtech industry.
Your Impact
  • Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels
  • Assist clients with account opening, transfers, and other ongoing tasks - while also acting as a liaison with our custodians to confirm completion of requests
  • Monitor client accounts and proactively address issues as they arise
  • Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes
  • Establish and maintain positive and effective relationships with Farther's advisors, custodians, and third-party vendors to ensure client satisfaction
The Ideal Match
  • Bachelor's degree with 6+ years of previous work experience in a client-facing role within the financial services industry
  • Strong communication skills and the ability to build rapport with advisors and clients
  • Experience with custodial and wealth management platforms and CRM systems
  • Highly organized, with exceptional attention to detail
  • Team player, with a positive attitude and a strong work ethic
  • Comfortable working in a fast-paced environment and the ability to prioritize multiple competing tasks
Bonus Points
  • Comprehensive knowledge of financial products, including separately managed accounts (SMAs), and alternative investments
  • Passion for creating increased efficiencies within current operational processes for the business and servicing of clients
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
Farther logo

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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