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Wealth Management Operations Remote Jobs in Austin, TX

Farther

Wealth Advisory - Relationship Manager

Austin, TX · On-site +1

  • Medical

  • Retirement

Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate ... operations * Prepare the advisor for client meetings: gather materials, take notes, and own post ...

LPL Financial

Operations Manager

Austin, TX · On-site +1

$72K - $120K/yr

  • Medical

  • Retirement

  • PTO

The Operations Manager is responsible for managing the day-to-day operations of the Wealth Advisors ... LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial ...

Kake Group

Product Manager

Austin, TX · Remote

... and operations to scope, prioritize, and deliver high-quality product releases - Identify ... a remote, fast-paced environment Nice-to-Have - Background in private markets, wealth management ...

Fortis Financial

Be Seen First

Financial Account Manager

Austin, TX · Remote

$88K - $150K/yr

Comfortable working independently in a remote environment via Zoom and digital platforms. Dynamic ... Company Description A Modern Approach To Wealth Management Our caring experts take the time to get ...

HUB

Client Success Manager

Austin, TX · Remote

$75K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Remote Classification: Full Time Reports To : VP of Financial Wellness Compensation : $75,000-$80 ... wealth management products and services. We help businesses evaluate their risks and develop ...

New

TEKsystems

IAM Operations Analyst

Austin, TX · Remote

$25 - $27/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Top Skills' Details While candidates will be working 100% remote, they have to be 40 miles from a ... Handling multiple Mailbox for Technology Access management • Ensure compliance with all technical ...

LOGIC Health Management

Chronic Care Coordinator

Austin, TX · On-site +1

$19 - $25.75/hr

We are a fast-growing organization building scalable, patient-centered care management operations. This is an opportunity for a self-starter who wants to do meaningful work in a remote environment ...

LOGIC Health Management

Chronic Care Coordinator

Austin, TX · Remote

$19.75 - $26.50/hr

We are a fast-growing organization building scalable, patient-centered care management operations. This is an opportunity for a self-starter who wants to do meaningful work in a remote environment ...

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How much do wealth management operations remote jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for wealth management operations remote in Austin, TX is $26.01, according to ZipRecruiter salary data. Most workers in this role earn between $17.64 and $30.00 per hour, depending on experience, location, and employer.

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 Austin, TX?

The most popular types of Wealth Management Operations jobs in Austin, TX are:

What are popular job titles related to Wealth Management Operations Remote jobs in Austin, TX?

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

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The top searched job categories for Wealth Management Operations Remote jobs in Austin, TX are:

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Cities near Austin, TX 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 Austin, TX as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $54,109 per year, or $26 per hour.

Wealth Advisory - Relationship Manager

Farther

Austin, TX • On-site, Remote

Full-time

Medical, Retirement

Re-posted 23 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
You'll be the person clients trust to know their lives: the family updates, the upcoming milestones, the questions they haven't asked yet. As the Relationship Manager for a well-established Austin-based advisory practice, you're the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice.
The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence. No business development. No cold calls. Just building real relationships and making sure clients always feel taken care of.
Your Impact
  • Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks
  • Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved
  • Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate
  • Coordinate client onboarding, account transitions, and service requests in partnership with operations
  • Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up
  • Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet

The Ideal Match
  • 2-5 years in a client-facing support or relationship role at a wealth management or financial services firm (wirehouse, RIA, or large independent experience strongly preferred)
  • Proven track record managing high-touch relationships with high-net-worth individuals or families
  • Exceptional follow-through, clients never have to chase you twice
  • Warm, professional communicator who builds trust naturally
  • Highly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ball
  • Series 65 or equivalent a plus; CFP coursework welcomed

Bonus Points
  • Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.)
  • CRM proficiency (Salesforce, Redtail, or similar)
  • Genuine love of the details, you're the person who remembers the kids' names and the dog's birthday
  • Familiarity with modern wealth tech platforms

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
  • Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!
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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