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Wealth Management Operations Remote Jobs in Virginia

Modera Wealth Management

Advisory Manager

Mclean, VA · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Partial remote work * Salary range: $100-145,000 annually * Pay ranges are job specific and are ...

QCi

Tempe, AZ or Remote Division: Operations Department: Office of the COO Reports to: COO About Us ... Project Management: Manage the entire lifecycle of MOM projects, from planning to execution.

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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
Manager Program Operations (Remote)

Manager Program Operations (Remote)

Institute For Humane Studies

Arlington, VA • On-site, Remote

Full-time

Medical, Dental, Life, Retirement

Posted 8 days ago

Job description

Disclaimer:
  • Applicants must be authorized to work for ANY employer in the United States. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
  • Full-time positions at the Institute for Humane Studies (IHS) require periodic travel for in-person team gatherings, typically several times per year. Locations may vary.

Job Summary
The Manager, Program Operations is responsible for the end-to-end planning and execution of IHS convenings across a portfolio of in-person and virtual programs. The role owns operational delivery - including event logistics, event technology, and event design - and serves as the primary operational coordinator across academic, communications, and development teams, translating program goals into executed events.
Supervisory Responsibilities
  • None.

Duties & Responsibilities
Event Planning & Execution
  • Own and lead a portfolio of in-person and virtual convenings (approximately ten annually) from concept through close-out, ensuring each meet IHS standards for quality, logistics, and participant experience.
  • Develop and maintain detailed project plans for owned programs, including task assignments, milestone tracking, and cross-functional dependencies.
  • Direct pre-event logistics for owned programs, including venue sourcing and coordination, room setup, A/V configuration, catering, run-of-show development, and on-site staffing plans.
  • Staff and oversee on-site and virtual delivery of owned programs, serving as the primary operational point of contact and resolving issues in real time. Travel up to approximately 25% to staff and oversee programs on-site; on-site responsibilities require the ability to lift 20 pounds or more.
  • Provide operational and logistical support for additional programs led by other staff, as needed - including registration setup, technology configuration, and on-site staffing.

Event Technology
  • Administer the event and operations technology stack - including registration and virtual event platforms (Cvent), CRM (Salesforce), project management (Asana), travel booking (Egencia), and mass communications (MassMailer) - configuring registration workflows, attendee communications, and data capture, and troubleshooting platform issues in real time during program delivery.
  • Evaluate emerging event technology and recommend tools or process improvements that enhance operational efficiency or attendee experience.

Event Design & Participant Experience
  • Lead event design in coordination with program leads and stakeholders - including agenda structure, session formats, attendee flow, networking opportunities, and environmental elements - developing scalable solutions across diverse program types and audience profiles aligned to program goals.
  • Ensure participant-facing communications and materials reflect IHS brand standards and provide a cohesive attendee experience from registration through follow-up.

Internal Stakeholder Management
  • Serve as the primary operational liaison between the Program Operations team and internal partners (academic faculty, development, communications, executive leadership), leading recurring cross-functional program meetings, managing expectations, communicating status, and flagging and escalating risks as needed.
  • Prepare and distribute internal briefings, logistics memos, and post-event recaps for leadership and partnering teams.

Operations & Continuous Improvement
  • Maintain and refine program templates, checklists, standard operating procedures, and institutional documentation to support team-wide consistency and knowledge transfer.
  • Conduct after-action reviews and identify cross-program patterns to drive process improvement and scalable practices.
  • Operationalize new and experimental program types, applying existing organizational process assets while piloting new approaches.

Required Qualifications
  • 4+ years of experience in event management, program operations, or a closely related field.
  • Demonstrated expertise in event logistics and execution across in-person and virtual formats.
  • Hands-on experience with event and operations technology, including proficiency with at least one registration or virtual event platform (e.g., Cvent, Hopin, Whova) and a CRM.
  • Strong project management skills.
  • Strong interpersonal and communication skills, with demonstrated cross-functional collaboration and stakeholder management.
  • Demonstrated ability to manage complex, ambiguous, and time-sensitive programs and exercise sound judgment.
  • High degree of organization and detail orientation, with the ability to manage multiple overlapping programs simultaneously.
  • Experience with data-informed decision-making and performance tracking.

Preferred Qualifications
  • Experience with the IHS technology stack or comparable platforms (Cvent, Salesforce, Asana, Egencia, MassMailer).
  • Familiarity with academic environments and the expectations of an intellectually engaged audience.
  • Experience designing scalable, audience-centered event formats.
  • Alignment with the mission and institutional priorities of the Institute for Humane Studies.

To Apply:
Qualified candidates must submit a resume and cover letter detailing your interest in this position and why the IHS mission resonates with you.
EEO Statement:
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
About IHS:
The Institute for Humane Studies (IHS) is a think network advancing the principles and practices of freedom in the academy, public policy, and civil society.
Founded in 1961, IHS believes that the liberal tradition has yielded unprecedented freedom and human flourishing. And in this moment, when the forces of illiberalism on both the left and right are gaining ground at an alarming pace, our vision is to spark a new spirit of liberal freedom.
Our Work:
  • Cultivating a pool of intellectual talent for partners in policy, civil society, philanthropy, and the academy through $1.5 million in fellowship and career development programs.
  • Catalyzing scholarship and academic networks to strengthen the fields of foundational and applied research that matter most to a free society.
  • Equipping freedom-focused research centers, think tanks, foundations, and civil society organizations with the research and experts they need to maximize their impact in policy and in communities across the country.

IHS Benefits:
  • We have a flexible, professional, open office environment that encourages innovation and entrepreneurship and provides substantial opportunity for professional growth.
  • Salary is competitive and will be commensurate with experience.
  • IHS provides exceptional benefits to all employees, including:
    • Health and dental insurance coverage (which includes paying 100% of the health and dental insurance premium for individuals)
    • Health savings accounts
    • Long-term disability and life insurance
    • 403(b) retirement savings program
    • 12 free tuition credit hours annually at George Mason University

Apply