Remote Director of Wealth Management Jobs
Remote Director of Wealth Management jobs are in active demand across the U.S., with remote-first financial services firms and distributed advisory teams regularly posting openings in wealth planning, investment management, and private banking. Employers hiring remotely right now include Fidelity Investments, Empower, and Jambalaya. Find a role that fits below and apply directly.
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Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Are you passionate about using AI to improve client experiences?
Do you excel at product management and driving innovation? We are seeking an exceptionally skilled Senior Manager of Product Management to join our Wealth AI team at Fidelity Investments in Covington, KY. This role offers the outstanding opportunity to lead AI initiatives that will build the future of wealth management!
In this position, you will manage one to two AI projects from initial problem definition and requirements to pilot completion. As the lead product owner, you will shape the roadmap, define requirements, and align with interested parties, guaranteeing seamless progress. You will partner with a diverse team, including Engineering, Data Science, UXD, Legal and Compliance, Risk, and AI Governance, to support safe, high-quality production deployments within the Wealth sector.
The Expertise and Skills You Bring
A successful candidate will possess:
- A Bachelor's Degree with 8+ years of experience in Product Management, Data Science, or Engineering
- Proven experience managing the entire product lifecycle for AI initiatives
- Proficiency in carrying out advisor and client research, competitive analyses, and internal exploration
- Skills in building intake, prioritization, and requirements practices for AI-enabled digital delivery
- Experience developing product proposals with clear functionality and customer value
- Ability to lead the build-out of product roadmaps with distinct achievements
- Proficiency in developing and implementing go-to-market and rollout plans for AI features
- Strong analytical skills for adding new product ideas based on feedback and trends
- Demonstrated capability to guide resources through development, testing, deployment, and support of initiatives
- Effective verbal and written communication abilities
- Ability to manage time effectively and work both independently and within a team environment
- Technical, analytical, and problem-solving expertise
- A disciplined approach to requirements documentation
- An affinity for technology and staying updated on industry innovations, including generative AI
- Capacity to break down complex problems and drive informed decision-making
- Adaptability to ambiguity and change
The Team
Wealth AI Product Management is a newly established team focused on crafting an AI product portfolio within Fidelity Wealth. Our goal is to provide safe, practical AI tools for Wealth advisors and clients. We begin with high-impact use cases, such as estate planning support and summarizing client interactions. You will join our AI initiative pod, managing one to two projects from start to finish while working with Engineering, Data Science, UXD, Risk, and AI Governance to advance from pilot phase to production. Our team values innovative individuals passionate about exploring GenAI and other emerging AI technologies to address real advisor and client challenges.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Product ManagementPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Are you passionate about using AI to improve client experiences?
Do you excel at product management and driving innovation? We are seeking an exceptionally skilled Senior Manager of Product Management to join our Wealth AI team at Fidelity Investments in Covington, KY. This role offers the outstanding opportunity to lead AI initiatives that will build the future of wealth management!
In this position, you will manage one to two AI projects from initial problem definition and requirements to pilot completion. As the lead product owner, you will shape the roadmap, define requirements, and align with interested parties, guaranteeing seamless progress. You will partner with a diverse team, including Engineering, Data Science, UXD, Legal and Compliance, Risk, and AI Governance, to support safe, high-quality production deployments within the Wealth sector.
The Expertise and Skills You Bring
A successful candidate will possess:
- A Bachelor's Degree with 8+ years of experience in Product Management, Data Science, or Engineering
- Proven experience managing the entire product lifecycle for AI initiatives
- Proficiency in carrying out advisor and client research, competitive analyses, and internal exploration
- Skills in building intake, prioritization, and requirements practices for AI-enabled digital delivery
- Experience developing product proposals with clear functionality and customer value
- Ability to lead the build-out of product roadmaps with distinct achievements
- Proficiency in developing and implementing go-to-market and rollout plans for AI features
- Strong analytical skills for adding new product ideas based on feedback and trends
- Demonstrated capability to guide resources through development, testing, deployment, and support of initiatives
- Effective verbal and written communication abilities
- Ability to manage time effectively and work both independently and within a team environment
- Technical, analytical, and problem-solving expertise
- A disciplined approach to requirements documentation
- An affinity for technology and staying updated on industry innovations, including generative AI
- Capacity to break down complex problems and drive informed decision-making
- Adaptability to ambiguity and change
The Team
Wealth AI Product Management is a newly established team focused on crafting an AI product portfolio within Fidelity Wealth. Our goal is to provide safe, practical AI tools for Wealth advisors and clients. We begin with high-impact use cases, such as estate planning support and summarizing client interactions. You will join our AI initiative pod, managing one to two projects from start to finish while working with Engineering, Data Science, UXD, Risk, and AI Governance to advance from pilot phase to production. Our team values innovative individuals passionate about exploring GenAI and other emerging AI technologies to address real advisor and client challenges.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Product ManagementPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Find JobsRemote Director of Wealth Management Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in remote director of wealth management jobs.
- 7-10 years of progressive experience in wealth management or private banking
- CFP, CFA, or CIMA designation preferred or required
- Proven record of managing high-net-worth and ultra-high-net-worth client relationships
- Series 65 or Series 66 license, plus Series 7 for advisory and brokerage roles
- Experience leading and mentoring a team of financial advisors or relationship managers
- Proficiency with portfolio management and CRM platforms used in advisory practices
Tips for Your Remote Director of Wealth Management Job Search
Apply early to remote roles that fit
Migrate Mate lists remote director of wealth management openings from across the U.S. in one place. Search current roles by what matters to you and apply directly to the ones that match your background before competition builds.
Show async client communication skills upfront
Remote wealth management directors manage high-net-worth client relationships without face-to-face contact. Highlight your experience using video calls, digital financial planning platforms, and written client communications in your resume and cover materials.
Demonstrate remote team leadership concretely
Remote firms want directors who can develop and hold advisor teams accountable without shared office space. Quantify how many advisors you've led remotely, what performance frameworks you used, and how you kept distributed teams aligned on client outcomes.
Prepare for remote-specific interview expectations
Remote hiring panels often run entirely on video and may include async assessments of your written communication. Practice presenting portfolio strategy decisions and team management scenarios clearly on camera, and treat every written response during the process as a sample of your remote work style.
Remote Director of Wealth Management Jobs: Frequently Asked Questions
How do I get a remote director of wealth management job?
Target remote-first RIAs, fintech-enabled advisory platforms, and distributed wealth management firms that have built their operations around remote teams. Remote employers screen heavily for self-direction, clear written communication, and the ability to manage client relationships and advisor teams without in-person oversight. Demonstrating experience with virtual client meetings, digital financial planning tools, and async team management gives candidates a clear edge over those with only traditional office-based backgrounds.
Which companies hire remote director of wealth managements?
Remote director of wealth management roles are posted by Fidelity Investments, Empower, and Jambalaya and others right now, based on current remote listings on Migrate Mate as of November 2026. These include remote-first registered investment advisors, fintech-driven wealth platforms, and distributed financial services firms operating across multiple markets.
Can you get a remote director of wealth management job with no experience?
Yes, but remote director-level roles are senior positions, so true entry-level openings are rare and require strong independent judgment from day one. Candidates without direct director experience can open doors by building a record in remote wealth management roles at a lower level, demonstrating measurable results in client growth or AUM, and showing fluency with the digital tools remote advisory teams rely on.
Do you need a degree for remote director of wealth management jobs?
Usually, but credentials like CFP, CFA, or CIMA carry significant weight alongside or sometimes instead of a traditional degree for remote roles. Remote employers in wealth management focus on what you've built, the size and complexity of client relationships you've managed, your ability to lead distributed advisor teams, and demonstrated results in growing assets under management.
Which industries hire the most remote director of wealth managements?
The sectors hiring the most remote director of wealth managements are Banking & Financial Services, based on current remote listings on Migrate Mate as of November 2026. These sectors have embraced distributed team structures, allowing them to recruit director-level wealth talent nationally rather than limiting searches to a single office location.
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