Remote First Vice President Wealth Management Jobs
Remote First Vice President Wealth Management jobs are open across wealth management firms, registered investment advisors, and financial services companies that operate distributed teams nationwide. Employers hiring remotely right now include M&T Bank, Tell Me More, and Freed Marcroft. See the openings below and apply to the ones that match your experience.
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Hamilton MillerBirthisel LLP is a premier insurance defense trial law firm with a presence spanning Florida, New York, Virginia, Puerto Rico, Jamaica, the U.S. Virgin Islands, and The Bahamas. We are nationally recognized for our work in insurance defense, admiralty and maritime law, transportation and trucking, personal injury, premises liability, professional malpractice defense, construction, subrogation, and products liability litigation.
The firm holds an AV® Preeminent rating-the highest peer-review distinction from Martindale-Hubbell-and is consistently ranked among the most diverse law firms in South Florida. Our attorneys are known for delivering swift, lucrative results, backed by a 24/7 emergency action response team serving clients in domestic and international jurisdictions.
No agency submissions accepted.
GENERAL SUMMARY:
The First-Party Property Paralegal provides litigation and discovery support to the First-Party Property practice group attorneys. The role manages subpoenas and the discovery workflow, reviews and analyzes records, identifies key facts-including, and coordinates with providers, vendors, and experts. The position requires strong organization, initiative, and experience operating independently within defense litigation.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
- Draft, serve, and respond to discovery and subpoenas; track deadlines and deficiencies; maintain logs and ticklers; prepare and follow up on record and deposition subpoenas, including HIPAA compliance and chain of custody.
- Intake, organize, and summarize records; create medical chronologies; identify gaps and flag issues such as prior injuries, pre-existing conditions, and causation.
- Identify treating/referring and anticipated providers; coordinate IMEs and expert engagement; prepare expert notebooks.
- Conduct legal and factual research (LexisNexis/Westlaw); draft pleadings, discovery, subpoenas duces tecum, deposition summaries, and trial/pretrial materials.
- Manage calendars and critical deadlines; schedule depositions, hearings, mediations, IMEs, and related travel; coordinate with courts, clients, vendors, providers, experts, and opposing counsel.
- E-file in state and federal courts; prepare exhibit and hearing binders; coordinate court reporters and interpreters.
ESSENTIAL SKILLS, ABILITIES AND COMPETENCIES:
- Proven proficiency in defense First-Party Property discovery and subpoena practice.
- Expertise reviewing medical records, preparing chronologies, and mapping providers; ability to spot gaps and escalation issues.
- Strong organization, time management, and attention to detail across multiple matters.
- Professional written and verbal communication; effective stakeholder management.
- Technical proficiency with LexisNexis or Westlaw and at least one records platform (e.g., Magna Record, Ontellus, or comparable); comfort with case/document management systems and standard office software.
- Resourceful, proactive, and able to work independently within established procedures
EDUCATION AND EXPERIENCE:
- 3-5+ years paralegal experience supporting a First-Party Property defense practice group.
- Paralegal certificate or equivalent combination of education and experience; bachelor's degree preferred.
- Trial-prep exposure (exhibit lists, witness prep, trial notebooks); existing network of experts/providers or a defined plan to develop one; prior experience with the firm's (or similar) case-management system.
Our Culture - Collaborate with a Dynamic Legal Team
At Hamilton MillerBirthisel, we cultivate talented individuals who bring fresh perspectives and innovative ideas. We offer a vibrant, inclusive culture where professional growth is celebrated, and success thrives through innovation, diversity, and collaboration. Your voice will be heard, your contributions valued, and your potential realized.
Equal Employment Opportunity Statement
Hamilton MillerBirthisel LLP is an equal opportunity employer and prohibits discrimination or harassment of any kind-for any protected characteristic under federal, state, or local law, including race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age (40+), disability, genetic information, veteran status, marital status, and more. We provide reasonable accommodations for disabilities, pregnancy, religion, and other protected needs and protect confidentiality and non-retaliation for individuals who raise discrimination concerns or participate in investigations.
DISCLAIMER: The preceding job description has been designed to indicate the general nature and level of the work performed by the employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and/or qualifications required of employees assigned to this job. For this position may be modified at the Firm's discretion at any time. This job description does not change the at-will nature of employment.
No agency submissions accepted.
Hamilton MillerBirthisel LLP is a premier insurance defense trial law firm with a presence spanning Florida, New York, Virginia, Puerto Rico, Jamaica, the U.S. Virgin Islands, and The Bahamas. We are nationally recognized for our work in insurance defense, admiralty and maritime law, transportation and trucking, personal injury, premises liability, professional malpractice defense, construction, subrogation, and products liability litigation.
The firm holds an AV® Preeminent rating-the highest peer-review distinction from Martindale-Hubbell-and is consistently ranked among the most diverse law firms in South Florida. Our attorneys are known for delivering swift, lucrative results, backed by a 24/7 emergency action response team serving clients in domestic and international jurisdictions.
No agency submissions accepted.
GENERAL SUMMARY:
The First-Party Property Paralegal provides litigation and discovery support to the First-Party Property practice group attorneys. The role manages subpoenas and the discovery workflow, reviews and analyzes records, identifies key facts-including, and coordinates with providers, vendors, and experts. The position requires strong organization, initiative, and experience operating independently within defense litigation.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
- Draft, serve, and respond to discovery and subpoenas; track deadlines and deficiencies; maintain logs and ticklers; prepare and follow up on record and deposition subpoenas, including HIPAA compliance and chain of custody.
- Intake, organize, and summarize records; create medical chronologies; identify gaps and flag issues such as prior injuries, pre-existing conditions, and causation.
- Identify treating/referring and anticipated providers; coordinate IMEs and expert engagement; prepare expert notebooks.
- Conduct legal and factual research (LexisNexis/Westlaw); draft pleadings, discovery, subpoenas duces tecum, deposition summaries, and trial/pretrial materials.
- Manage calendars and critical deadlines; schedule depositions, hearings, mediations, IMEs, and related travel; coordinate with courts, clients, vendors, providers, experts, and opposing counsel.
- E-file in state and federal courts; prepare exhibit and hearing binders; coordinate court reporters and interpreters.
ESSENTIAL SKILLS, ABILITIES AND COMPETENCIES:
- Proven proficiency in defense First-Party Property discovery and subpoena practice.
- Expertise reviewing medical records, preparing chronologies, and mapping providers; ability to spot gaps and escalation issues.
- Strong organization, time management, and attention to detail across multiple matters.
- Professional written and verbal communication; effective stakeholder management.
- Technical proficiency with LexisNexis or Westlaw and at least one records platform (e.g., Magna Record, Ontellus, or comparable); comfort with case/document management systems and standard office software.
- Resourceful, proactive, and able to work independently within established procedures
EDUCATION AND EXPERIENCE:
- 3-5+ years paralegal experience supporting a First-Party Property defense practice group.
- Paralegal certificate or equivalent combination of education and experience; bachelor's degree preferred.
- Trial-prep exposure (exhibit lists, witness prep, trial notebooks); existing network of experts/providers or a defined plan to develop one; prior experience with the firm's (or similar) case-management system.
Our Culture - Collaborate with a Dynamic Legal Team
At Hamilton MillerBirthisel, we cultivate talented individuals who bring fresh perspectives and innovative ideas. We offer a vibrant, inclusive culture where professional growth is celebrated, and success thrives through innovation, diversity, and collaboration. Your voice will be heard, your contributions valued, and your potential realized.
Equal Employment Opportunity Statement
Hamilton MillerBirthisel LLP is an equal opportunity employer and prohibits discrimination or harassment of any kind-for any protected characteristic under federal, state, or local law, including race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age (40+), disability, genetic information, veteran status, marital status, and more. We provide reasonable accommodations for disabilities, pregnancy, religion, and other protected needs and protect confidentiality and non-retaliation for individuals who raise discrimination concerns or participate in investigations.
DISCLAIMER: The preceding job description has been designed to indicate the general nature and level of the work performed by the employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and/or qualifications required of employees assigned to this job. For this position may be modified at the Firm's discretion at any time. This job description does not change the at-will nature of employment.
No agency submissions accepted.
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Who's Hiring
What Employers Look For
The qualifications that appear most often in remote first vice president wealth management jobs.
- 7 or more years of experience in wealth management or financial advisory services
- Active Series 7 and Series 66 or Series 65 licenses required
- Demonstrated client relationship management and business development experience
- CFP, CFA, or CIMA designation preferred or required by most employers
- Proficiency with financial planning software and CRM platforms
- Bachelor's degree in finance, economics, business, or a related field
Tips for Your Remote First Vice President Wealth Management Job Search
Apply early to remote roles that fit
Migrate Mate lists remote first vice president wealth management openings from across the country in one place, so you can find roles that match your experience level and apply directly without sorting through unrelated listings.
Show your remote leadership style upfront
Remote employers screening for first vice president wealth management roles want evidence you can oversee advisors and manage client relationships without an office. Quantify AUM overseen, team size managed, and client retention results so hiring managers can assess your remote leadership capacity immediately.
Prepare for async-heavy interview processes
Many distributed wealth management firms use written assessments, recorded video responses, and multi-stage virtual panel interviews. Practice articulating your advisory philosophy and leadership approach in writing, since your written communication signals how you'll operate day-to-day on a remote team.
Highlight your digital client engagement tools
Remote first vice president wealth management hiring managers want to see fluency with CRM platforms, financial planning software, and virtual meeting tools. Naming the specific systems you've used to manage client pipelines and advisor workflows remotely strengthens your application at this level.
Remote First Vice President Wealth Management Jobs: Frequently Asked Questions
How do I get a remote first vice president wealth management job?
Remote first vice president wealth management roles go to candidates who can demonstrate strong self-direction and clear written communication, since most client coordination and team oversight happens asynchronously. Target registered investment advisors, independent broker-dealers, and digital-first financial planning firms that have built distributed leadership teams. Showing a history of managing client relationships and team performance without in-person oversight gives you a real edge in the remote screening process.
Which companies hire remote first vice president wealth managements?
Companies hiring remote first vice president wealth managements right now include M&T Bank, Tell Me More, and Freed Marcroft, based on current remote listings on Migrate Mate as of November 2026. Remote-first registered investment advisors, national broker-dealers with distributed regional teams, and digital wealth management platforms are the most consistent sources of remote openings at this level.
Can you get a remote first vice president wealth management job with no experience?
Yes, but remote first vice president wealth management roles are senior positions, so they're harder to land without a background in financial planning, client management, or advisory team leadership. Candidates who lack direct experience can focus on remote-friendly firms that promote from within, demonstrate strong financial credentials, and show a record of independent client work that signals readiness for a distributed leadership role.
Do you need a degree for remote first vice president wealth management jobs?
Usually, but credentials like CFP, CFA, or CIMA carry significant weight alongside or in place of a specific degree for remote employers evaluating first vice president wealth management candidates. Remote hiring managers focus heavily on client asset totals managed, years of advisory experience, and demonstrated ability to lead a book of business independently without direct office supervision.
See All 24 Remote First Vice President Wealth Management Jobs
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