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Wealth Management Operations Remote Jobs in Raleigh, NC

DataAnnotation

Financial Planner

Durham, NC · Remote

$40 - $60/hr

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety

DataAnnotation

Debt Capital Markets Analyst

Durham, NC · Remote

$40 - $60/hr

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety

DataAnnotation

M&A Associate

Raleigh, NC · Remote

$40 - $60/hr

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety

DataAnnotation

Treasury Analyst

Raleigh, NC · Remote

$40 - $60/hr

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety

DataAnnotation

Senior Financial Analyst

Cary, NC · Remote

$40 - $60/hr

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety

DataAnnotation

Treasury Analyst

Durham, NC · Remote

$40 - $60/hr

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety

DataAnnotation

Senior Financial Analyst

Durham, NC · Remote

$40 - $60/hr

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety

DataAnnotation

M&A Associate

Durham, NC · Remote

$40 - $60/hr

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety

DataAnnotation

Equity Research Analyst

Cary, NC · Remote

$40 - $60/hr

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

$111.30K - $133.70K/yr

Job Location The primary work location for this role is Raleigh, NC with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future of wealth

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

$111.30K - $133.70K/yr

Job Location The primary work location for this role is Raleigh, NC with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future of wealth

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

$111.30K - $133.70K/yr

Description Job Location The primary work location for this role is Raleigh, NC with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future of

Deloitte

Epic Tapestry Consultant

Raleigh, NC · On-site +1

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Epic Tapestry Consultant you will have the ability to share new ideas and

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$51

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

As of May 31, 2026, the average hourly pay for wealth management operations remote in Raleigh, NC is $25.51, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $29.42 per hour, depending on experience, location, and employer.

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.

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.
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Wealth Management Operations Remote jobs near you
Financial Planner

Financial Planner

DataAnnotation

Durham, NC • Remote

$40 - $60/hr

Part-time

Posted 16 days ago

Job description

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We are looking for a Finance Expert to help advance AI development in the finance domain. We’re currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

  • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets
  • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work
  • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t
  • Share clear, structured feedback to help make each new version of the AI smarter and more reliable

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Benefits:

  • This a full-time or part-time REMOTE position
  • You’ll be able to choose which projects you want to work on
  • You can work on your own schedule
  • Projects are paid hourly starting at $50–$60 USD per hour, with bonuses on high-quality and high-volume work

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This an independent contract position.

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