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Wealth Management Operations Remote Jobs in Elmhurst, IL

Photon

Envestnet SME/BSA - Cleveland, OH

Chicago, IL · On-site +1

Cleveland (Remote work is allowed) Job Summary: We are seeking a seasoned Envestnet / Yodlee ... Wealth Management, Banking, FinTech, WealthTech * Requirements Gathering, BRD, FRD, User Stories

hightower

Director, IT Platform Services

Chicago, IL · On-site +1

... management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their ...

Technical Paradigm LLC

Software Developer

Chicago, IL · On-site +1

... trading operations) Remote USA Requires: Extensive developer experience with fixed income ... Clients include asset managers, dealers, originators, hedge funds and pension funds. The position ...

Technical Paradigm LLC

Software Developer

Chicago, IL · Remote

Senior Software Developer (Fintech - fixed income securities trading operations) Remote USA ... Clients include asset managers, dealers, originators, hedge funds and pension funds. The position ...

Focus Financial Partners

Data Services Lead

Chicago, IL · On-site +1

$85K - $100K/yr

Minimum of 5 years of operations experience within an asset management, wealth management, family office, or brokerage environment. * Experience with Addepar or a similar portfolio accounting ...

hightower

Senior Data Architect

Chicago, IL · On-site +1

$150K - $175K/yr

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...

Allied

Project Manager, Operations

Chicago, IL · On-site +1

$70K - $80K/yr

Develop and maintain detailed project plans and documentation in alignment with PMO standards ... Remote Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly ...

M1 Finance

Broker Operations Associate

Chicago, IL · On-site +1

$70K - $85K/yr

... grow and manage their wealth with our industry-leading automation and tools, and we're adding ... We are looking for a motivated operations professional who has experience handling brokerage middle ...

Keyrock

Head of Engineering - Options

Chicago, IL · Remote

Predominantly remote, we have hubs in London, Madrid, Brussels, Singapore , New York and Paris, and ... wealth management. Keyrock is looking to expand and establish itself as a full-service capital ...

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Wealth Management Operations Remote information

See Elmhurst, IL salary details

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

As of Aug 21, 2026, the average hourly pay for wealth management operations remote in Elmhurst, IL is $26.14, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $30.14 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 job categories do people searching Wealth Management Operations Remote jobs in Elmhurst, IL look for?

The top searched job categories for Wealth Management Operations Remote jobs in Elmhurst, IL are:

What cities near Elmhurst, IL are hiring for Wealth Management Operations Remote jobs?

Cities near Elmhurst, IL 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 Elmhurst, IL as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 84% Physical, 4% Hybrid, and 12% Remote job distribution, with an average salary of $54,369 per year, or $26.1 per hour.

Envestnet SME/BSA - Cleveland, OH

Photon

Chicago, IL • On-site, Remote

Full-time, Contractor

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Job description

Tech Lead (Java, API & Integration, Web Services, GCP, Envestnet Integration)   

Location: Cleveland (Remote work is allowed)


Job Summary:   
We are seeking a seasoned Envestnet / Yodlee Subject Matter Expert (SME) with deep expertise in account aggregation, wealth data platforms, and financial systems integrations.

Key Skills & Keywords (SEO-Optimized):

  • Envestnet, Yodlee, Yodlee Data APIs, FastLink
  • SME, Business Analyst, Wealth Platform SME
  • Account Aggregation, Transactions, Investments, Holdings
  • Wealth Management, Banking, FinTech, WealthTech
  • Requirements Gathering, BRD, FRD, User Stories
  • Agile, Scrum, UAT, SDLC
  • REST APIs, JSON, SQL, Data Analysis
  • JIRA, Confluence

Role Highlights:

  • Act as SME for Envestnet/Yodlee platforms
  • Drive requirements and functional design for data aggregation solutions
  • Support API integrations, UAT, and data validation
  • Partner with business, product, and engineering teams

Compensation, Benefits and Duration

Minimum Compensation: USD 46,000
Maximum Compensation: USD 162,000
Compensation is based on actual experience and qualifications of the candidate. The above is a reasonable and a good faith estimate for the role.
Medical, vision, and dental benefits, 401k retirement plan, variable pay/incentives, paid time off, and paid holidays are available for full time employees.
This position is available for independent contractors
No applications will be considered if received more than 120 days after the date of this post

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