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Wealth Management Operations Remote Jobs (NOW HIRING)

Thomas Talent Network

Wealth Advisor

New York, NY · Remote

$200K - $1M/yr

WEALTH ADVISOR We are seeking a Wealth Advisor to provide comprehensive financial planning and investment management services to high-net-worth clients. This remote position offers flexibility and ...

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Health Talent Pro

Wealth Manager Trainee

San Diego, CA · On-site +1

$70K - $100K/yr

Wealth Management Trainee Location: USA (REMOTE)/ Hybrid Type: Contract/Full-Time Salary: PT: $50k-$70K | FT: $100k+ Come join the New Heights Agency Team! Job Summary: We are looking for a driven ...

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

As of Jun 6, 2026, the average hourly pay for wealth management operations remote in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 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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Wealth Management Operations Remote jobs near you
Wealth Management Business Development Officer

Wealth Management Business Development Officer

Herring Bank

Lewisville, TX • Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

About the Role
Herring Bank is seeking an entrepreneurial, revenue-driven Business Development Officer (BDO) to help expand our Wealth Management and Trust Services platform.
This is a production-focused role designed for a high-performing professional who thrives in a growth environment. The BDO will drive new fee revenue across investment management, trust services, liquidity solutions, retirement plans, and related bank products through both self-sourced relationships and internal partnerships.
This is an opportunity to build something meaningful within a growing community bank while playing a direct role in shaping the future of our wealth platform.
What Youll Do
 Develop and execute a strategic sales plan focused on revenue growth.
Generate new client relationships across investment management, trust, and institutional solutions.
Identify and pursue opportunities with high-net-worth individuals, business owners, institutions, and specialty pools.
Build and maintain relationships with centers of influence (CPAs, attorneys, consultants).
Partner with commercial and retail banking teams to strengthen referral pipelines.
Collaborate with Trust, Investment, Capital Markets, and Operations teams to structure client solutions.
Contribute to the expansion of liquidity, retirement, and enhanced cash product offerings.
Manage and grow an existing or transferable portfolio, where applicable.
Support the continued growth and scalability of the Banks wealth platform.
What Youll Bring
 5+ years of experience in wealth management, trust services, investment advisory, or institutional sales.
Demonstrated success sourcing and closing new revenue-producing relationships.
Strong professional network and market presence.
Experience working across multiple financial product lines is preferred.
Securities licensing required or ability to obtain.
CFP, CTFA, or similar credentials preferred.
Entrepreneurial mindset with a strong drive for performance and measurable results.
This is a remote position; however, we have a strong preference for candidates located in the DFW, Houston, or Colorado Springs markets.