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Wealth Management Operations Remote Jobs (NOW HIRING)

RK Partners

Senior Wealth Advisor-Remote

Tampa, FL · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

Decile Group

Head of Operations (Remote)

Palo Alto, CA · On-site +1

$175K - $275K/yr

Create and manage benchmarks and reporting systems to drive continuous operational improvement and ... Experience building and leading remote teams across multiple geographies * Exceptional problem ...

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Tampa, FL · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Chicago, IL · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee-only Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Chicago, IL · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Dallas, TX · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Chicago, IL · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

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Wealth Management Operations Remote information

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

As of Aug 27, 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 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.
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Wealth Management Operations Remote jobs near you
Infographic showing various Wealth Management Operations Remote job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Senior Talent Partner (Advisor Practice)

Farther

New York, NY • On-site, Remote

Full-time

Medical, Retirement, PTO

Re-posted 5 days ago

Job description

Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
Farther's Advisor network is scaling fast, and this role sits at the center of it. As our Senior Talent Partner focused on the wealth advisor practice, you'll recruit across our advisor ecosystem: Associate Advisors, Advisor Support Staff, and proactive roles supporting the RIA. You'll work directly with Advisor Principals & Team Leads to understand their business, translate hiring needs into search strategies, and close the kind of hires that move the needle on AUM and team growth.
Your Impact
  • Full-cycle recruiting for Advisor practice roles, including Associate Advisors, RIA non-Advisor Staff, and Relationship Managers
  • Partner directly with Advisor Team Leads to conduct intakes, build search strategies, and set realistic hiring timelines
  • Source proactively into the wealth management talent market: broker networks, RIA pipelines, custodian alumni, and direct outreach
  • Navigate Advisor compensation structures, including payout grids, transition packages, and book-of-business considerations, with fluency
  • Build and manage a warm pipeline of Advisor-track talent across markets, including New York, Dallas, and remote across the US
  • Manage full candidate experience from first outreach through offer close - including competitive offer strategy and counter negotiations
  • Partner with Senior Talent Leaders on headcount planning, market intelligence, and Advisor growth initiatives
  • Maintain clean CRM & Greenhouse data and keep all stakeholders informed at every stage

The Ideal Match
  • 5+ years of full-cycle recruiting experience with at least 3 years focused on wealth management, financial advisory, or financial services talent
  • Experience with complex compensation structures, you can talk about payout grids, transition bonuses, and book-of-business deals
  • Proven track record sourcing and closing advisor-track talent (wirehouse, RIA, or independent channels)
  • Confident running stakeholder conversations with senior Advisors and practice leads without needing hand-holding
  • Strong instincts on candidate quality, you're not throwing volume at a role, you're finding the right person
  • Experience using an ATS (Greenhouse preferred) and modern sourcing tools

Bonus Points
  • Background recruiting at an RIA, wealth management firm, or financial services search firm
  • Existing network in the wirehouse-to-independent advisor transition market
  • Experience recruiting in New York, Texas, and Remote markets
  • Familiarity with advisor team growth dynamics, you understand what it means to build out a practice

Why Join Us
  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO
  • Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!
Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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