Remote Financial Management Associate Jobs
Remote financial management associate jobs are open across the U.S. at remote-first firms and distributed teams in sectors including financial services, healthcare, government contracting, and professional services. Employers hiring remotely right now include CSCI Consulting, Lockheed Martin, and ICF. See the openings below and apply to the ones that match your experience.
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Showing 5 of 19+ Remote Financial Management Associate jobs
The Company
Hargrove Management Services Organization, Inc is a leading national law firm support company dedicated to collaborating with Hargrove Firm, a highly esteemed estate and tax planning firm based in Louisville, Kentucky. Together, we strive to make a difference in the lives of our clients by offering top-notch, efficient support to our team of exceptional lawyers. We are committed to delivering excellence in every aspect of our work.
The Team
We are looking for a Senior Relationship Manager who will serve as the named, dedicated point of contact for a defined portfolio of RIA partner firms and their advisor bases. You are not a support coordinator, you are a relationship owner and activation driver. Your job is to make sure every advisor in your portfolio feels confident, prepared, and genuinely supported in referring clients to Hargrove Management Services, and that their clients have exceptional outcomes when they do.
The Role
We are looking for a Senior Relationship Manager who will serve as the named, dedicated point of contact for a defined portfolio of RIA partner firms and their advisor bases. You are not a support coordinator, you are a relationship owner and activation driver. Your job is to make sure every advisor in your portfolio feels confident, prepared, and genuinely supported in referring clients to NetLaw, and that their clients have exceptional outcomes when they do.
You will own the advisor experience from onboarding through habitual usage — guiding new advisors through the process, equipping them with the tools and knowledge to refer well, and staying actively engaged to ensure momentum doesn't stall. You will also serve as the connective tissue between advisors, attorneys, and the broader internal team — surfacing patterns, resolving friction, and making the system smarter over time.
This role operates within a framework and playbook set by Senior Leadership and reports directly to the Director of Relationship Management. You are the boots on the ground — executing the activation model at the advisor and firm level with precision, consistency, and genuine relationship investment. Your day-to-day direction, coaching, and performance oversight come from the Director of Relationship Management, who owns the relationship management function and will be your closest working partner
**This is not a passive account management role. You must be sales minded, quota driven, and relentless**
What You'll Do
Advisor Onboarding
- Serve as the primary point of contact for newly registered advisors at your assigned partner firms
- Conduct orientation calls to introduce advisors to the NetLaw platform, the three-meeting estate planning process, and their role as a referring partner
- Facilitate attorney-advisor intro calls to establish relationships before a first client referral is made
- Walk advisors through the pre-referral client checklist and estate planning needs assessment reference guide so they feel confident identifying and preparing clients
- Track onboarding milestone completion in HubSpot and follow up proactively with advisors who are not progressing toward their first referral
Advisor Activation and Engagement
- Own advisor relationships from first referral through habitual usage across your assigned portfolio
- Monitor advisor engagement in HubSpot — identifying dormant advisors early and executing re-engagement outreach before they go fully inactive
- Serve as a knowledgeable, accessible resource for advisors with questions about estate planning, the referral process, or their clients' situations
- Conduct monthly structured touchpoints with firm-level contacts at assigned partner firms — agenda-driven, not open-ended
- Participate in advisor education programs — webinars, roundtables, and firm-level training sessions — as a Hargrove representative and relationship anchor
Post-Referral Advisor Accountability
- Follow up with advisors post-referral to ensure they remain engaged throughout their client's estate planning process
- Alert advisors when their clients' plans are at risk of stalling and provide guidance on how to re-engage
- Coordinate with the Client Success team on handoffs and ensure aligned communication between the advisor and the client-facing team
- Flag advisor disengagement patterns before they impact plan completion rates
Qualifications
- Bachelor's degree in Business, Finance, Communications, or a related field
- 2–4 years of experience in relationship management, customer success, financial services, or a client-facing role
- Background in wealth management, RIA operations, wealthtech, financial services or estate planning is a strong plus
Required Skills
- Strong interpersonal and communication skills — you build trust quickly, communicate clearly in writing and verbally, and are comfortable managing relationships over phone, Zoom, and email
- Organized and detail oriented — you manage a portfolio of relationships simultaneously without things falling through the cracks
- Proactive and ownership- oriented — you follow up without being asked, escalate issues before they become problems, and take pride in the outcomes of the advisors you support
- Curious about financial planning and estate planning — you do not need to be an expert on day one, but you are motivated to develop a working knowledge of the space and how advisors think about it
- Comfortable in a fast-moving, early-stage environment where processes are being built in real time and your observations shape how things improve
- Experience with HubSpot or a similar CRM is a plus
What We Offer
- Competitive base salary commensurate with experience
- Performance bonus tied to advisor activation and engagement metrics; OTE 30% of base
- Health, dental, and vision benefits
- 401(k)
- Flexible PTO
- Fully remote
- Direct mentorship from the Director of Relationship Management with visibility to senior leadership and key RIA partner contacts from day one
- A front-row seat to building a category-defining function at a high-growth, PE-backed company during one of its most consequential growth phases
Hargrove MSO is an equal opportunity employer. We are committed to building a diverse and inclusive team.
Pay: $80,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: Remote
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Who's Hiring
What Employers Look For
The qualifications that appear most often in remote financial management associate jobs.
- Bachelor's degree in finance, accounting, economics, or a related field
- Proficiency in Microsoft Excel including financial modeling and pivot tables
- Experience with ERP or financial planning software such as SAP or Oracle
- One to three years of experience in financial analysis, accounting, or budgeting
- Strong working knowledge of GAAP and financial reporting standards
- CPA, CFA, or progress toward a professional finance certification preferred
Tips for Your Remote Financial Management Associate Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial management associate openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated postings.
Show async financial work in your resume
Remote employers want proof you can deliver financial reports, budget analyses, and reconciliations without daily check-ins. Call out specific deliverables you owned independently, the tools you used, and the reporting cadence you maintained without in-person oversight.
Highlight distributed-team financial tools
Remote financial management roles run on cloud-based platforms like SAP, Oracle Cloud, Workday, or Microsoft Dynamics. Name the specific systems you've used for budgeting, forecasting, or variance analysis, because hiring managers filter for them before reading anything else.
Prepare for written-first remote interviews
Many remote employers screen financial management associate candidates through written assessments or async video before a live interview. Practice explaining a budget variance or a reconciliation discrepancy in writing, clearly and without jargon, to show you can communicate financial findings across a distributed team.
Remote Financial Management Associate Jobs: Frequently Asked Questions
How do I get a remote financial management associate job?
Target remote-first firms, distributed government contractors, and financial services companies that have already built distributed teams. Remote employers screen for self-direction, clear written communication, and proficiency with cloud-based financial tools like Excel, SAP, or Oracle. Candidates who can show they've managed budgets, reconciled accounts, or produced financial reports independently stand out more than those who rely on close daily supervision.
Which companies hire remote financial management associates?
Remote financial management associate roles are posted by CSCI Consulting, Lockheed Martin, and ICF and others right now, based on current remote listings on Migrate Mate as of November 2026. These include remote-first financial services firms, distributed government contractors, and large healthcare or professional services organizations that manage finance functions across multiple locations.
Can you get a remote financial management associate job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to work independently from day one with minimal oversight. Remote-first financial services startups and government contractors are more open to entry-level candidates. Show relevant coursework, personal finance projects, or internship output, and demonstrate you can communicate progress clearly in writing without being prompted.
Do you need a degree for remote financial management associate jobs?
Usually, but not always in the strictest sense. Most remote employers prefer a bachelor's degree in finance, accounting, or a related field, though some will weigh demonstrated skills and results alongside formal credentials. Certifications like CPA, CMA, or CDFM can substitute for or strengthen a non-traditional academic background, especially at smaller remote-first firms.
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