Remote Financial Manager Jobs
Remote financial manager jobs are open across the U.S. at remote-first firms, distributed teams, and companies in sectors like fintech, SaaS, healthcare, and professional services. Employers hiring remotely right now include Clients Blackbox, AlphaSense, and MarketStar. Find a role that fits below and apply directly.
Find Remote Financial Manager JobsOverview
Showing 5 of 102+ Remote Financial Manager 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
See All 102+ Remote Financial Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Financial Manager JobsRemote Financial Manager Job Market
Who's Hiring
- Clients Blackbox13
- AlphaSense2
- MarketStar2
- Nestlé USA2
- Lockheed Martin2
Top Industries Hiring
- Technology & Software
- Telecommunications
What Employers Look For
The qualifications that appear most often in remote financial manager jobs.
- Bachelor's degree in finance, accounting, or a related field
- 5 or more years of progressive experience in financial analysis or accounting
- Proficiency in ERP systems such as SAP, Oracle, or Microsoft Dynamics
- CPA, CFA, or CMA certification preferred or required for senior roles
- Advanced Excel skills including financial modeling and scenario analysis
- Experience with budgeting, forecasting, and variance analysis reporting
Tips for Your Remote Financial Manager Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial manager openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Remote postings fill faster than on-site ones, so moving quickly on a good fit matters.
Show async financial communication skills
Remote employers expect financial managers to deliver clear written commentary on budgets, variances, and forecasts without a meeting. Include examples in your application materials of financial narratives or executive summaries you wrote that drove a decision or action.
Demonstrate fluency with cloud finance tools
Call out specific platforms you have used, such as NetSuite, Adaptive Insights, Workday Financials, or Sage Intacct. Remote teams depend on these tools for real-time visibility, and naming them signals you can contribute from day one without a systems learning curve.
Highlight cross-functional remote collaboration
Remote financial managers routinely partner with distributed sales, operations, and legal teams without shared office time. Describe situations where you aligned stakeholders across departments or time zones to complete a close, a budget cycle, or a financial review.
Remote Financial Manager Jobs: Frequently Asked Questions
How do I get a remote financial manager job?
Target companies that already run distributed finance teams, such as remote-first SaaS companies, fintech startups, and professional services firms with multi-state operations. Remote employers screen financial managers for strong async communication, self-directed reporting, and the ability to present financial data clearly in writing. Proficiency with cloud-based financial platforms and a history of managing close cycles or budgets without in-person oversight gives candidates a clear edge.
Which companies hire remote financial managers?
Employers currently hiring remote financial managers include Clients Blackbox, AlphaSense, and MarketStar, per current remote listings on Migrate Mate as of November 2026. Remote-first firms, distributed technology companies, and multi-state healthcare and professional services organizations make up the largest share of remote financial manager openings.
Can you get a remote financial manager job with no experience?
Yes, but remote entry-level financial manager roles are harder to land because you must demonstrate self-direction from day one without in-person coaching. Smaller remote-first companies and startups are the most likely to consider candidates with limited experience. Showing ownership of a budget, a financial analysis project, or measurable results from an analyst or coordinator role can substitute for direct managerial experience.
Do you need a degree for remote financial manager jobs?
Not always, though most remote financial manager postings list a bachelor's degree in finance, accounting, or a related field as a baseline expectation. Remote employers increasingly weigh demonstrated skills alongside credentials, so a CPA, CMA, or MBA can offset a non-traditional educational background. A portfolio of budget oversight, forecasting work, or financial reporting results matters more to many hiring managers than the degree itself.
Which industries hire the most remote financial managers?
Most remote financial manager openings sit in Technology & Software and Telecommunications, per current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed teams and need financial managers who can oversee reporting, budgeting, and compliance across multiple locations without being on-site.
See All 102+ Remote Financial Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Financial Manager Jobs