Remote Wealth Management Assistant Jobs
Remote wealth management assistant jobs are open at remote-first financial advisory firms, distributed RIA teams, and brokerage operations across the U.S., with active hiring in wealth management, financial planning, and investment services. Employers hiring remotely right now include Fidelity Investments, Empower, and Jambalaya. See the openings below and apply to the ones that match your experience.
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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 Wealth Management Assistant Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in remote wealth management assistant jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Active Series 7 and Series 66 licenses or willingness to obtain them
- Experience with portfolio management or financial planning software such as Salesforce or Orion
- Strong client communication skills and ability to manage high-net-worth relationships
- Proficiency in Microsoft Excel for account reporting and data reconciliation
- Minimum one to three years of experience in a financial services or brokerage support role
Tips for Your Remote Wealth Management Assistant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote wealth management assistant openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Early applicants on newly posted remote roles face less competition before a position fills.
Show async communication skills upfront
Remote wealth management teams rely on written updates, email summaries, and documented client notes instead of hallway check-ins. Include examples in your resume or cover letter of client-facing written work, meeting recaps, or account correspondence you have produced independently.
Highlight remote-ready financial tools
Name the specific platforms you know, including CRM systems like Redtail or Wealthbox, portfolio management tools like Orion or Tamarac, and document-sharing tools your past teams used. Remote hiring managers scan for these keywords because distributed wealth management work depends on them.
Prepare for a skills-based remote interview
Remote wealth management employers often test practical skills during interviews, asking you to walk through how you would handle a client account update or draft a meeting agenda without supervision. Rehearse explaining your workflow for recurring tasks so you sound organized and self-sufficient from the first call.
Remote Wealth Management Assistant Jobs: Frequently Asked Questions
How do I get a remote wealth management assistant job?
Target remote-first registered investment advisors, independent broker-dealers, and virtual financial planning firms, since these are the companies most consistently hiring wealth management assistants for fully distributed roles. Remote employers screen heavily for written communication, self-direction, and proficiency with portfolio management software and CRM tools like Salesforce or Redtail. A clean portfolio of client documentation, meeting prep work, or account administration samples gives you a concrete edge over candidates who only list duties.
Which companies hire remote wealth management assistants?
Remote wealth management assistant 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. Hiring comes primarily from remote-first RIAs, distributed financial planning practices, and digital wealth management platforms operating across multiple states without a central office.
Can you get a remote wealth management assistant job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to onboard and perform with minimal in-person guidance from day one. Virtual RIAs and digital-first planning firms are the most likely to take a chance on candidates without direct experience. You can strengthen your case by showing proficiency with financial planning tools, completing a relevant certification like a FINRA SIE exam, or demonstrating strong written communication through a sample work product.
Do you need a degree for remote wealth management assistant jobs?
Not always, though a bachelor's degree in finance, business, or a related field is common among applicants and preferred by many remote employers. Remote hiring managers often weigh hands-on experience with portfolio management platforms, client relationship tools, and financial planning software just as heavily as formal education. Demonstrated accuracy in account administration and a professional communication style can open doors even without a four-year degree.
Which industries hire the most remote wealth management assistants?
The sectors hiring the most remote wealth management assistants are Banking & Financial Services, based on current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed teams to serve clients across time zones without requiring advisors or support staff to be co-located.
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