Remote roles worth your time
18 matches
Senior Portfolio Consultant (Mountain or Pacific Time Zones)
EligibilityRemote, United States only
Languages
CFPSeries 65OrionMorningstarMicrosoft Excel
$89.3k–$105k/yr
Process Engineer
EligibilityRemote, United States only
Languages
AspenSalesforce
$85k–$95k/yr
Older jobs
Product Support Specialist (Mountain or Pacific Time Zone)
EligibilityRemote, United States only· UTC-8…UTC-7
Languages
SalesforceHaloZoomBoxDocuSignMicrosoft OfficeMicrosoft CopilotClaude
$28–$32/hr
Director of Client Development - Financial Planning
EligibilityRemote, United States only
Languages
eMoneySalesforcePowerBIMicrosoft Office SuiteMicrosoft TeamsZoom
$170k–$200k/yr
Tax Partner - UHNW
EligibilityRemote, United States only
Languages
$250k–$400k/yr
Managing Partner, Estate Planning – UHNW
EligibilityRemote, United States only
Languages
$300k–$450k/yr
Estate Planning Partner – UHNW
EligibilityRemote, United States only
Languages
$250k–$400k/yr
Operations Specialist - Insurance Solutions
EligibilityRemote, United States only
Languages
MS Office
$27–$31/hr
Vice President, Wealth Enablement
EligibilityRemote, United States only
Languages
AI tools
$204k–$230k/yr
Senior Salesforce Engineer
EligibilityRemote, United States only
Languages
SalesforceApexLightning componentsVisualforceSalesforce APIsSalesforce administrationSalesforce SandboxSDLC
$115k–$145k/yr
Senior Director, Client Wealth Expansion
EligibilityRemote, United States only
Languages
$170k–$200k/yr
Sr. Director, Product Management, UHNW Platform
EligibilityRemote, United States only
Languages
CRM systemsPortfolio management toolsClient reporting platforms
$190k–$210k/yr
Community Analytics Manager
EligibilityRemote, United States only
Languages
ExcelPower BI/similar business intelligence toolsSalesforceCRMClaudeSQLPythondata modeling
$95k–$105k/yr
Client Service Associate
EligibilityRemote, United States only
Languages
MS WordExcelOutlookJunxureFINRA Series 7Black Diamond
$23–$26/hr
Director, Product Management (Advisor Experience)
EligibilityRemote, United States only
Languages
$150k–$175k/yr
Tax Manager
EligibilityRemote, United States only
Languages
CCH AxcessCCH WorkflowCCH PracticeSafeSend
$110k–$145k/yr
VP, Privacy
EligibilityRemote, United States only
Languages
Privacy StrategyData ProtectionRegulatory ComplianceGDPRCCPA/CPRANIST Privacy FrameworkISO 27701CIPP/E
$190k–$210k/yr
Product Manager, Investment Platform
EligibilityRemote, United States only
Languages
TradingBillingCash ManagementProduct ManagementTechnologyOperationsfinancial servicesinvestment platforms
$110k–$125k/yr
Talent Acquisition Partner
Archived
EligibilityRemote, United States only
Languages
GreenhouseRecruitingSourcing
$88k–$95k/yr
Portfolio Consultant III
Archived
EligibilityRemote, United States only
Languages
Investment ManagementPortfolio DesignCapital MarketsMS Exceldata analyticsproblem-solvinganalytical skillsorganizational skills
$76.5k–$90k/yr
Annuity Solutions Director
Archived
EligibilityRemote, United States only
Languages
Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook
$136k–$160k/yr
Senior Manager, Client Data Permissions & Privacy Governance
Archived
EligibilityRemote, United States only
Languages
Role-based access controlsData privacyAccess managementMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft TeamsSharePoint
$110.5k–$130k/yr
Sales Associate
Archived
EligibilityRemote, United States only
Languages
SalesforceMS WordExcelPowerPointOutlook
$19–$22/hr
Senior Compliance Manager - Enhanced Monitoring & Supervision
Archived
EligibilityRemote, United States only
Languages
Microsoft OfficeExcelWordOutlookPowerPointCAMS or equivalent AML certification
$127.5k–$150k/yr
Senior Compliance Analyst Partner Integration, Monitoring & Testing
Archived
EligibilityRemote, United States only
Languages
MS ExcelMS WordMS OutlookMS PowerPointSeries 65 License
$85k–$100k/yr
Senior Manager, Wealth Management Enablement
Archived
EligibilityRemote, United States only
Languages
AIWealth ManagementTraininggenerative AI platformsprompt engineeringMBAfinancial licensesrelevant certifications
$120k–$145k/yr
Billing Specialist
Archived
EligibilityRemote, United States only· UTC-8…UTC-7
Languages
Microsoft OfficeExcelOrionSalesforce
$26–$31/hr
Attorney (Estate Planning Strategist)
Archived
EligibilityRemote, United States only· UTC-8…UTC-5
Languages
estate planningJuris Doctor (JD)
$90k–$110k/yr
Client Development Associate
Archived
EligibilityRemote, United States only
Languages
$68k–$80k/yr
Senior Research Manager
Archived
EligibilityRemote, United States only
Languages
investment researchportfolio analysismanager due diligenceRPythonSQLMicrosoft VBAYcharts
$120k–$140k/yr