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Wealth Management Operations Remote Jobs in Utah

Graymont Limited

Remote Operations Engineer

Sandy, UT · On-site +1

$66K - $89K/yr

United States - UT - Sandy Remote Operations Engineer Full-Time, Permanent Sandy, UT (In-person ... Professionally managed and family-owned, we proudly serve a wide range of markets, customers, and ...

LedgerGurus

Remote IT Operations Specialist

Lehi, UT · Remote

$25 - $30/hr

Remote IT Operations Specialist Part-time, Hiring from Utah, Idaho, Wyoming, Arizona, Kansas, and ... We provide each client with a bookkeeper and accounting manager to do bookkeeping, payroll ...

micro1 AI

Revenue Operations Manager - Remote

Provo, UT · Remote

$130K - $180K/yr

Remote Job Summary: Join our team as a Revenue & Accounts Receivable Manager and play a pivotal role in ensuring the financial health and operational integrity of micro1's revenue cycle. This is an ...

BambooHR

Sales Operations Manager

Draper, UT · On-site +1

This is a remote position available in the state listed on this job. Additionally, employment with ... Project Management: Strong project management skills, with the ability to see complex initiatives ...

FMG Suite

Enterprise Account Executive (Remote)

Sandy, UT · On-site +1

$140K - $150K/yr

... wealth management organizations. You will lead complex sales motions where firms invest in FMG ... Navigate complex buying groups across Compliance, Marketing, Operations, IT, Legal, Procurement ...

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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
Senior Manager of Revenue Operations - Remote

Senior Manager of Revenue Operations - Remote

CaptionCall

Salt Lake City, UT • On-site, Remote

$56.63 - $94.33/hr

Full-time

Re-posted 21 days ago

Job description

Job Summary
Sorenson is seeking a Senior Manager of Revenue Operations to lead operational execution and process optimization across the Enterprise organization. This role is responsible for driving scalable sales processes, forecasting operations, pipeline governance, CRM optimization, performance analytics, and operational reporting that support revenue growth across New Business, Expansion, and Renewal motions.
The Senior Manager will partner closely with Sales Leadership, Finance, Marketing, Customer Success, and Operations teams to improve forecasting accuracy, operational efficiency, sales productivity, and executive visibility into business performance. This role will lead Revenue Operations personnel and serve as a key operational partner in supporting strategic planning, sales execution, and business scalability.
The ideal candidate is highly analytical, systems-oriented, process-driven, and capable of balancing strategic operational leadership with hands-on execution in a fast-paced, high-growth environment. This individual should be comfortable operating cross-functionally, managing operational priorities, and delivering executive-ready insights that drive data-informed decision making.
Essential Duties and Responsibilities
  • Lead and develop the Revenue Operations function supporting the Enterprise organization.
  • Manage Revenue Operations personnel, including prioritization, coaching, performance management, and professional development.
  • Develop, optimize, and maintain scalable sales processes and workflows within Microsoft Dynamics 365 (D365).
  • Lead operational forecast governance processes, pipeline inspection cadence, and forecasting support activities.
  • Develop and maintain executive-ready dashboards, KPI reporting, and operational performance metrics.
  • Support annual planning processes including territory planning, quota allocation support, headcount planning, and productivity analysis.
  • Partner with Sales Leadership to improve pipeline quality, forecast accuracy, sales process adherence, and operational rigor.
  • Identify and implement operational efficiencies, workflow automation opportunities, and scalable process improvements across the revenue organization.
  • Own CRM data governance and support reporting accuracy, process compliance, and data integrity initiatives.
  • Partner cross-functionally with Finance on bookings, revenue reconciliation, compensation administration support, and performance reporting.
  • Support compensation plan administration, attainment reporting, and operational execution of incentive programs.
  • Develop scalable reporting and analytics to support executive leadership, board reporting, and strategic decision-making.
  • Administer and optimize core Revenue Operations systems including Microsoft Dynamics 365, Jira, Confluence, and related operational platforms.
  • Other duties as assigned.

Supervisory Responsibility
This position manages employees and is responsible for the performance management and hiring of the employees.
Travel Requirements
Travel Requirements: Less than 25%
Education
Minimum:
  • 4 Year/Bachelor's Degree from an accredited university in Business, Business Administration, Marketing, Operations, or another related field

Preferred:
  • Experience supporting Enterprise B2B sales organizations

Preferred:
  • CRM, Analytics, or other project management certifications

Experience
Minimum Years of Experience:
  • 7 years' experience in Revenue Operations, Sales Operations, Business Operations, FP&A, or related operational leadership roles supporting Enterprise B2B organizations
  • 3 years' experience leading people, operational initiatives, or cross-functional workstreams in fast-paced or high-growth environments

Knowledge, Skills, and Abilities
  • Strong understanding of Revenue Operations, sales process management, forecasting operations, and pipeline governance.
  • Experience supporting Enterprise B2B sales organizations and multi-motion revenue models including New Business, Expansion, and Renewals.
  • Advanced experience with CRM systems, preferably Microsoft Dynamics 365.
  • Strong analytical and problem-solving skills with the ability to translate data into actionable business insights.
  • Experience developing executive dashboards, KPI reporting, operational analytics, and board-level reporting materials.
  • Experience supporting compensation administration, quota management, territory planning, and productivity analysis.
  • Strong project management and cross-functional leadership skills.
  • Ability to identify process inefficiencies and implement scalable operational improvements.
  • Strong communication and interpersonal skills with the ability to influence stakeholders across all levels of the organization.
  • Advanced Microsoft Office experience including Excel, PowerPoint, Word, and Outlook.
  • Experience with Power BI, Tableau, Looker, or similar reporting and visualization tools preferred.
  • Experience with Jira, Confluence, and project/work management platforms preferred.
  • Intellectual curiosity, ownership mindset, and strong attention to detail.
  • Ability to balance strategic thinking with tactical execution.
  • Self-driven with the ability to manage multiple priorities in a fast-paced environment.
  • Strong organizational skills with the ability to operate effectively in a dispersed and cross-functional team environment.
  • Experience in SaaS, services, or high-growth operational environments preferred.
  • Trustworthy with proprietary company information, keeping such information in strict confidence.

Working Conditions and Physical Requirements
  • This role may be required to travel and attend face-to-face meetings and Sorenson sponsored events.
  • Primarily work from office or home office.
  • Must be able to sit for extending periods of time while working on a computer.

Disclaimer
This position has access to highly confidential, sensitive information relating to the employees, customers, and technologies of Sorenson Communications. It is essential that applicant possess the requisite integrity to maintain the information in strictest confidence.
Apply today! www.sorenson.com/company/careers/
Equal Employment Opportunity: Sorenson Communications is an EOE, Disability/Age Employer.
Company Summary
Our Mission...Harnessing the power of language, we connect diverse people and enrich the human experience.
Our Vision...To provide global language services that expand opportunities, nurture belonging, and empower the world to connect beyond words.
As one of the world's leading language services providers, Sorenson combines patented technology with human-centric solutions. We strive to increase accessibility and inclusion through communication solutions for all: call captioning and video relay services, over-video and in-person sign language and spoken language interpreting, translation, real-time captioning, and post-production language services. Sorenson's impact vision and plan extends to enhancing generational wealth and inclusive workplaces for our employees and the communities we serve.
We achieve great things together working "The Sorenson Way" with our employee values: Customer First, Can-Do Attitude, Collective Action, Growth Mindset, Ownership, and Connect Direct.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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