ZipRecruiter

Log In

2

Wealth Management Operations Remote Jobs in West Virginia

Experian

This role will manage a team that works across deal desk, commercial revenue operations, salesforce ... This a US based, Remote position with periodic travel. #LI-Remote Our uniqueness is that we ...

Zayo

Supplier Operations Specialist

Charleston, WV · Remote

Remote US - Position requires working 8am-4pm EST. Preference given to candidates working in EST ... Manage the end-to-end supplier onboarding process from supplier request through activation.

Altisource

$100K/yr

Private Wealth Management Firms * Institutional Investors * Mortgage Servicers * Specialty and ... Fully remote U.S.-based role * Flexible work environment * Opportunity to shape growth strategy in ...

Bcbsa

This role will be responsible for operations management of the Federal Employee Program (FEP ... Extra Posting Information: #LI-Remote The posted salary range is the lowest to highest salary we ...

CSAA

... State Product Management, Operations and others, to support the development, design, and ... We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex ...

Huntington

Other duties as assigned Required Qualifications: * 7+ years of experience in Wealth & Investment ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

New

next page

Showing results 1-20

All JobsWealth Management Operations JobsWealth Management Operations Remote JobsWealth Management Operations Remote Jobs in West Virginia

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 the most commonly searched types of Wealth Management Operations jobs in West Virginia?

The most popular types of Wealth Management Operations jobs in West Virginia are:

What are popular job titles related to Wealth Management Operations Remote jobs in West Virginia?

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

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

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

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

Cities in West Virginia with the most Wealth Management Operations Remote job openings:

Wealth Management Operations Remote jobs near you

Private Bank Wealth Advisor III

Huntington

Morgantown, WV • On-site, Remote

Full-time

Re-posted 11 days ago

Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz

66th of 175 rated banks

Job description

Description

Summary:

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.

Duties and Responsibilities:

  • Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
  • Self-acquires new business by being active and well connected in the community and with external centers of influence.
  • Responsible for providing legendary client service to retain client relationships.
  • Builds strong relationships across all Huntington business segments to deepen client relationships.
  • Works with relationships of moderate to high complexity.
  • Knowledgeable on key compliance and regulatory requirements.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor's Degree
  • State Life and Health Licenses required to be obtained within 90 days of hire
  • At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
  • NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.

Preferred Qualifications:

  • Securities and life insurance licenses.
  • Demonstrated success working with high net worth clients.
  • Proven ability to build strong relationships with clients.
  • Excellent written and verbal communication skills.
  • Ability to multi-task.


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

What Huntington National Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply