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Wealth Management Operations Remote Jobs in Riverside, CA

DataAnnotation

FP&A Manager - AI Trainer

Menifee, CA · Remote

$50 - $60/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

DataAnnotation

FP&A Manager - AI Trainer

Rialto, CA · Remote

$50 - $60/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

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Wealth Management Operations Remote information

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$27

$55

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

As of Jul 26, 2026, the average hourly pay for wealth management operations remote in Riverside, CA is $27.38, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $31.59 per hour, depending on experience, location, and employer.

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.

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.
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What cities near Riverside, CA are hiring for Wealth Management Operations Remote jobs? Cities near Riverside, CA 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 Riverside, CA as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $56,950 per year, or $27.4 per hour.
Sr. Product Manager

Sr. Product Manager

First American Financial Corporation

Santa Ana, CA • On-site, Remote

$129K - $172K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday

Job description

Who We Are
Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
We are seeking a Senior Product Manager, Wealth Management to lead the Wealth Management Product Team and drive the strategy, roadmap, and execution of technology capabilities supporting wealth management operations, advisors, clients, and internal business partners. This leader will partner across Product, Technology, Operations, Compliance, Risk, vendors, and executive stakeholders to deliver scalable, compliant, and client-focused solutions. The ideal candidate has deep wealth management product experience, strong delivery discipline, and the ability to lead complex initiatives across platforms, data, reporting, workflow automation, and vendor integrations.
Key Responsibilities
  • Define and own product vision, roadmap, prioritization, and delivery outcomes aligned to business goals.
  • Translate business needs, regulatory requirements, and client insights into actionable product strategies.
  • Lead end-to-end product delivery, including discovery, requirements, backlog management, release planning, and post-launch evaluation.
  • Drive execution of initiatives across advisory platforms, Salesforce integrations, reporting, data quality, operational automation, and legacy modernization.
  • Collaborate with cross-functional teams (Technology, Operations, Compliance, Risk, Legal, Finance) to deliver high-quality solutions.
  • Manage stakeholder and vendor relationships, ensuring alignment, governance, and clear communication.
  • Lead, coach, and develop the product team while establishing consistent product management practices.
  • Ensure solutions meet regulatory, risk, and operational standards and support ongoing process and data improvements.

Required Qualifications
  • Bachelor's degree or equivalent experience.
  • 7+ years in product management, financial services technology, or wealth management operations.
  • Prior people leadership experience managing a product team
  • Strong knowledge of wealth management, investment operations, trust/custody, or related domains.
  • Proven ability to manage product roadmaps, prioritize initiatives, and deliver through cross-functional teams.
  • Experience navigating complex stakeholder environments with competing priorities
  • Experience with Agile or structured delivery environments.

Preferred Qualifications
  • Experience with platforms such as Salesforce, Wealthscape, Schwab, trust accounting platforms, fiduciary/trust administration, 1031 exchange and GIPS reporting.
  • Knowledge of trust, custody, tax reporting, tax loss harvesting or investment advisory processes.
  • Experience with data, reporting automation, workflow optimization, or modernization initiatives.
  • Vendor management experience and relevant certifications preferred.

Pay Range: $129,300.00 - $172,300.00 Annually
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **
First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).
First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
What We Offer
By choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Apply