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Wealth Management Operations Remote Jobs in Utah

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

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 ...

Aston Carter

Medical Coder - Remote

Salt Lake City, UT · On-site +1

$75/hr

In this fully remote role, you'll leverage your industry knowledge to review AI-generated responses ... management, patient access, compliance, or related healthcare operations. * Strong knowledge of ...

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 ...

Wintrust

Senior Software Engineer

Salt Lake City, UT · On-site +1

$118K - $156K/yr

Wintrust provides community and commercial banking, specialty finance and wealth management ... This is a remote role, reporting directly to the Software Development Manager. What You'll Do

Conservice

Client Operations Manager

River Heights, UT · On-site +1

$19.40/hr

Location -In office, or Hybrid (In office Tuesday, Wednesday and Thursday) and remote or in office ... What You'll Do Client Relationship & Strategic Management * Act as the primary point of contact and ...

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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 popular job titles related to Wealth Management Operations Remote jobs in Utah?

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

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

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

What cities in Utah are hiring for Wealth Management Operations Remote jobs?

Cities in Utah 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 Utah as of June 2026, with employment types broken down into 72% Full Time, 24% Part Time, 2% Temporary, and 2% Contract. Highlights an 38% Physical, 3% Hybrid, and 59% Remote job distribution.

Senior Wealth Advisor-Remote

Park City, UT • On-site, Remote

RK Partners
See more jobs at RK Partnersexternal

Full-time

Posted 9 days ago

Job description

Senior Wealth Manager

Presented by Rekroot on behalf of our client

About the Firm

Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of experience serving individuals, families, business owners, and institutional clients. The firm provides comprehensive, holistic financial planning and investment advisory services designed to help clients articulate meaningful goals and achieve them through strategies aligned with their values.

The organization manages approximately $8 billion in assets and is committed to delivering proactive, hightouch guidance across all areas of clients' financial lives.

Position Overview

Our client is seeking a Senior Wealth Manager who thrives on building relationships, closing new business, and operating with independence and flexibility. In this role, you will drive significant growth by representing the firm's value proposition, delivering whiteglove service, and serving as a trusted advisor to highnetworth clients - all with the support of a collaborative team behind you.

Senior Wealth Managers are longterm strategic hires with a clear path to ownership.

This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts in a clear, relatable way. You will lead client relationships, oversee advanced planning engagements, and contribute meaningfully to both business development and client service.

What You Bring

Education & Credentials

  • Bachelor's degree from an accredited fouryear university (social sciences or business preferred)
  • CFP designation required

Experience

  • 6+ years serving as a lead advisor or consultant for highnetworth clients within a wealth management firm or the tax division of an accounting firm
  • Proven experience as the primary relationship owner for complex client households

Lead Advisor Capabilities

  • Serve as the primary advisor and decisionmaker for highnetworth clients
  • Lead client review and discovery meetings, including advanced planning scenarios
  • Deliver strategies across tax, estate, investments, retirement, and risk management
  • Coordinate tax strategy with external CPAs
  • Experience with equity compensation planning, business owners, or other specializations is a plus
  • Guide clients through retirement income and distribution planning
  • Partner with estate attorneys on legacy planning

Technical & Analytical Skills

  • Strong understanding of investment fundamentals, securities, account types, and transaction mechanics
  • Ability to synthesize competing priorities (tax, investment, estate, behavioral) into clear, actionable recommendations
  • Commitment to a feeonly, clientfirst planning environment
  • Belief in academically grounded investment philosophy
  • Respect for confidentiality and fiduciary responsibility

Leadership & Growth Mindset

  • Invest in the development of Planners and Wealth Managers
  • Strong communication skills - written, verbal, and interpersonal
  • Positive, clientfocused attitude
  • Selfmotivated and able to operate independently

Business Development Experience

  • Lead the full discovery and onboarding process for new clients
  • Generate new business through referrals, firmgenerated leads, and personal networks
  • Consistently contribute to revenue growth and new client acquisition
  • Act as an ambassador for the firm by clearly articulating its value proposition

Why Work With Our Client

You'll have the opportunity to learn from a team of experts, make a meaningful impact on clients' lives, and contribute to a collaborative, valuesdriven culture. The firm invests deeply in the people who take care of clients.

Compensation & Benefits

  • Competitive compensation with annual bonuses
  • Comprehensive benefits package
  • Daily catered lunch
  • Free access to an onsite workout facility
  • Professional development support

Apply