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Wealth Management Operations Remote Jobs in Bridgeport, CT

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HR Operations Lead

Greenwich, CT · Remote

$95K - $105K/yr

As a fast-growing, private equity-backed company, we're building a high-performing, remote-first ... Manage the HR inbox and provide timely support to employees. * Coordinate employee engagement ...

Fairfield University

Enterprise Systems Team Lead

Fairfield, CT · On-site +1

$109K - $135K/yr

Remote Considered) Position Summary: Fairfield University is seeking a self-driven, technically ... Project Management & Operations * Coordinate planning, execution, and communication for Enterprise ...

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

As of Sep 7, 2026, the average hourly pay for wealth management operations remote in Bridgeport, CT is $26.68, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $30.82 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 Bridgeport, CT?

The most popular types of Wealth Management Operations jobs in Bridgeport, CT are:

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

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Wealth Management Operations Remote jobs near you

Website Operations Manager

W J DEUTSCH & SONS LTD

Stamford, CT • Remote

$124K/yr

Full-time

Posted 26 days ago

Key responsibilities

  • Oversee day-to-day website operations, support activities, and platform health for the portfolio of brand websites.

  • Lead website redesign projects from discovery through launch, coordinating with stakeholders and external agencies.

  • Perform hands-on website support such as content updates, troubleshooting, and managing website releases.

Job description

CHEERS! Founded in 1981, Deutsch Family Wine and Spirits markets quality wines produced by prestigious families from major wine regions of the world. With our headquarters in Stamford, CT, DFWS is the 4th largest wine company with one of the fastest growing spirits portfolios. With our family values and unique culture, DFWS was recognized as one of the Top Workplaces in the U.S. from 2022-2026.

Deutsch Family Wine & Spirits is seeking a Website Operations Manager. This role will serve as the primary owner of our portfolio of brand websites, overseeing website operations, support, enhancements, and redesign initiatives across the organization. The position will lead website-related work from intake through execution, partnering closely with Marketing, Brand teams, Digital agencies, and Technology partners to deliver high-quality digital experiences that support business growth and customer engagement. In addition, this individual will be expected to perform hands-on website administration, troubleshooting, support ticket resolution, and routine website enhancements directly within the platforms, helping improve speed-to-market and reduce reliance on agency resources for operational work. 

The ideal candidate combines strong project management, stakeholder management, and website platform expertise, serving as the bridge between business needs and technical execution. This role is remote and will report to the Senior Director, IT Marketing + Digital. These responsibilities are representative of the key areas of focus but are not limited to the items listed below.

Responsibilities:

Website Operations & Platform Management

  • Serve as the primary owner of the DFWS website portfolio across multiple brands. 
  • Oversee day-to-day website operations, ongoing enhancements, support activities, and platform health. 
  • Ensure site stability, performance, uptime, governance, and operational continuity. 
  • Manage content publishing processes, website configurations, redirects, forms, integrations, and platform administration. 
  • Coordinate with business stakeholders and technology teams to resolve website-related issues and requests. 

Website Redesign & Project Delivery

  • Lead website redesign projects from discovery through launch using project management methodologies that are specific to DFWS. 
  • Facilitate discovery sessions, requirements gathering, stakeholder alignment, content planning, testing, and launch activities. 
  • Partner with agency resources for complex development efforts, design implementation, technical architecture, and large-scale website builds. 
  • Develop project plans, timelines, resource requirements, and communication plans. 
  • Manage project risks, dependencies, budgets, issue resolution, user acceptance testing, quality assurance, and post-launch stabilization activities. 

Website Support & Release Management

  • Manage intake, prioritization, and execution of website enhancement requests including a backlog of improvements.
  • Perform hands-on support work such as content updates, page edits, redirects, metadata updates, form adjustments, tag updates, and CMS configuration changes. 
  • Troubleshoot and resolve website issues involving content, functionality, integrations, navigation, analytics tagging, and user experience. 
  • Manage integrations connecting websites with ecommerce, CRM, email marketing, customer data, and content platforms. 
  • Ensure data integrity across connected systems and digital experiences. 
  • Oversee release planning, testing, deployment, and post-release validation activities. 
  • Document website processes, configurations, support procedures, and governance standards. 

Compliance & Security

  • Ensure websites comply with applicable accessibility, privacy, and compliance requirements. 
  • Partner with IT Security to maintain secure website operations. 
  • Support governance related to cookies, tracking technologies, privacy compliance, and digital data collection practices. 
  • Stay informed on evolving regulatory requirements affecting digital experiences. 

Required Qualifications

  • Bachelor's degree in Business, Information Systems, Computer Science, Digital Marketing or related field
  • 5+ years of experience managing websites, digital platforms, and web operations
  • Experience leading website redesign projects and coordinating cross-functional digital initiatives
  • Demonstrated expertise with Shopify (Shopify Plus and Hydrogen experience preferred)
  • Strong project management and vendor management experience
  • Experience working with external agencies and development partners
  • Demonstrated ability to translate business requirements into actionable website solutions
  • Experience maintaining and administering modern website platforms and CMS solutions
  • Strong understanding of website technologies, integrations, APIs, web hooks, and digital ecosystems
  • Working knowledge of HTML, CSS, Javascript, and website troubleshooting methodologies
  • Experience with Google Analytics, Google Tag Manager, SEO, GEO, and website performance optimization

Preferred Qualifications

  • Experience with CMS platforms including WordPress
  • Familiarity with Klaviyo, Mailchimp, DAM, PIM, and content management ecosystems
  • Understanding of digital advertising technologies (advertising pixels, etc.)
  • Structured thinker, effective communicator with excellent written and verbal communication skills
  • Excellent attention to detail, strong strategic thinking, creative problem solving, and analytical skills
  • Ability to establish strong cross-functional, collaborative relationships with business and technology partners
  • Ability to be a self-starter with drive to take ownership of projects and see through to completion
  • Ability to combine curiosity and persistence to unravel seemingly complex problems and get to the root problem or challenge.

We Value Diversity

At DFWS, we believe that our differences are our strengths. We embrace and celebrate the diversity of our team members, our customers, and our communities. We strive to create a work environment that fosters inclusion, respect, and collaboration. We are constantly learning and growing from our diverse perspectives and experiences. Inclusion and diversity are not just goals for us, but the core of all we do. We welcome and consider applications from all qualified candidates as we foster a culture of inclusion that provides fair and equal opportunities for all.

About Deutsch Family Wine & Spirits

Initially called W.J. Deutsch & Sons Ltd., the company was founded in 1981 by Chairman Bill Deutsch to market quality wines produced by prestigious families from major wine regions of the world. In 2009, it announced the expansion of the award-winning company to include a Spirits Portfolio. Today the company is renowned for its brand-building prowess and its ability to meet the needs of the modern consumer. Bill's son Peter Deutsch is CEO; thus two generations of the Deutsch family work side by side in their continuous quest to build strong brands and relationships throughout the wine and spirits industry.

The portfolio includes award-winning wines from Australia: [ yellow tail ], [ yellow tail ] Pure Bright; California: Force & Grace, Honest Thief, Josh Cellars, Josh Cellars Reserve, The Calling; France: Cave de Lugny, Fleurs de Prairie, Hob Nob Vineyards, Sauvion et Fils; Italy: Barone Fini, Villa Pozzi; New Zealand: The Crossings; Portugal: Quinta Do Vale Meao; Argentina: Clos de los Siete; and award-winning spirits: Redemption Whiskey, Bib & Tucker Bourbon, Masterson's Rye, Gray Whale Spirits, Luksusowa Vodka and Cantera Negra Tequila.

Learn more about Deutsch Family Wine & Spirits at www.deutschfamily.com


 

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