Remote Financial Services Manager Jobs
Remote financial services manager jobs are open across the U.S. at remote-first firms, distributed financial teams, and established institutions building out virtual operations. Hiring is active in banking, insurance, fintech, and wealth management, and employers like State Farm, Clients Blackbox, and EPAM Systems are posting remote openings now. See the openings below and apply to the ones that match your experience.
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Showing 4 of 142+ Remote Financial Services Manager jobs
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.
The Expertise and Skills You Bring
- High energy and enthusiasm with a demonstrated passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a profession in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
- Coachability, collaboration, and curiosity fuels success in the role
The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
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:
Series 07 - FINRA, Series 66 - FINRACategory:
Customer ServicePlease 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
Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.
The Expertise and Skills You Bring
- High energy and enthusiasm with a demonstrated passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a profession in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
- Coachability, collaboration, and curiosity fuels success in the role
The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
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:
Series 07 - FINRA, Series 66 - FINRACategory:
Customer ServicePlease 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.
See All 142+ Remote Financial Services Manager Jobs
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Find JobsRemote Financial Services Manager Job Market
Who's Hiring
- State Farm15
- Clients Blackbox12
- EPAM Systems4
- Fidelity Investments4
- Apprisen3
Top Industries Hiring
- Insurance
- Telecommunications
- Technology & Software
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in remote financial services manager jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Active FINRA Series 6, 7, 63, or 65 license depending on the role
- Three or more years of experience in financial services or a client-facing finance role
- Proficiency with CRM platforms and financial planning or portfolio management software
- Demonstrated experience managing a team, branch, or client-facing financial services unit
- Strong knowledge of applicable federal and state financial regulations and compliance standards
Tips for Your Remote Financial Services Manager Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial services manager openings from across the U.S. in one place. Search roles that match your background and apply directly, since competitive remote postings fill faster than in-office equivalents.
Lead with async communication skills
Remote financial services managers communicate decisions, compliance updates, and client guidance almost entirely in writing. Revise your resume and cover letter to highlight written reporting, documentation you've owned, and tools like Slack, Teams, or project management platforms you've used to keep distributed teams aligned.
Show results without an office context
Remote hiring managers want proof you can hit targets independently. Quantify client retention rates, portfolio growth, or team performance improvements you drove without daily in-person contact, and frame each result to show it happened across a distributed or virtual setting.
Target remote-first financial firms specifically
Remote-first fintechs, digital insurance carriers, and virtual wealth management firms build their entire operations around distributed teams, so they hire financial services managers for remote roles more consistently than traditional institutions converting office roles. Narrow your search to these employers for faster traction.
Remote Financial Services Manager Jobs: Frequently Asked Questions
How do I get a remote financial services manager job?
Focus your search on remote-first financial firms, fintech companies, and insurance carriers with distributed teams, since these employers are most likely to hire financial services managers without a physical office requirement. Remote hiring managers screen hard for self-direction, clear written communication, and comfort using digital collaboration tools. Candidates who can show they've managed client relationships, led teams, or closed compliance processes without in-person oversight stand out quickly.
Which companies hire remote financial services managers?
Companies hiring remote financial services managers right now include State Farm, Clients Blackbox, and EPAM Systems, based on current remote listings on Migrate Mate as of November 2026. These tend to be remote-first fintechs, national insurance carriers, and distributed wealth management firms that run client-facing and operations functions entirely online.
Can you get a remote financial services manager 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. Your best path is through remote-first fintech startups or insurance companies that hire junior managers into structured training programs. Showing proficiency with CRM platforms, virtual client communication, and financial software can substitute for years of in-person experience when applying to these roles.
Do you need a degree for remote financial services manager jobs?
Not always. Many remote employers care more about demonstrated results than a specific credential, particularly at fintech companies and insurance firms that evaluate candidates on portfolio performance, licensing history, and client retention outcomes. That said, a finance, business, or economics degree still opens doors at larger institutions, so it strengthens an application even when it isn't a hard requirement.
Which industries hire the most remote financial services managers?
Remote financial services manager roles concentrate in Insurance, Telecommunications, and Technology & Software, based on current remote listings on Migrate Mate as of November 2026. These sectors hire financial services managers remotely because their client relationships, compliance workflows, and team oversight functions transfer fully to digital tools and distributed operating models.
See All 142+ Remote Financial Services Manager Jobs
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