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Executive Wealthtech Jobs in California (NOW HIRING)

Director, Partnerships

San Francisco, CA · Hybrid

$300K - $350K/yr

This is an 80% IC role - you'll personally lead the highest-leverage deals, run exec-to-exec ... If you've built a partnership function at a fintech or wealthtech company, have an existing network ...

Lead CEO-adjacent conversations with Tier 1 targets - broker-dealers (LPL, Cetera, Raymond James ... fintech, wealthtech, or finserv.. * An existing network across the RIA / wealth-management ...

The ideal candidate is strategic yet hands-on - comfortable working with executives while also ... WealthTech ecosystems and enterprise platform modernization initiatives.

Executive Wealthtech information

What is the difference between Executive Wealthtech vs Wealth Advisor?

AspectExecutive WealthtechWealth Advisor
CredentialsFinancial certifications, tech expertiseFinancial planning certifications (e.g., CFP)
Work EnvironmentTech-driven firms, fintech companiesFinancial advisory firms, banks
Industry UsageFintech, wealth management techPersonal financial planning

Executive Wealthtech professionals focus on developing and managing financial technology solutions within wealth management firms, often requiring tech skills and financial certifications. Wealth Advisors primarily provide personalized financial planning and investment advice to clients. While both roles operate within the wealth management industry, Executive Wealthtech emphasizes technology and innovation, whereas Wealth Advisors focus on client relationships and financial strategies.

What are the most commonly searched types of Wealthtech jobs in California?

The most popular types of Wealthtech jobs in California are:

What are popular job titles related to Executive Wealthtech jobs in California?

For Executive Wealthtech jobs in California, the most frequently searched job titles are:

What job categories do people searching Executive Wealthtech jobs in California look for?

The top searched job categories for Executive Wealthtech jobs in California are:

What cities in California are hiring for Executive Wealthtech jobs?

Cities in California with the most Executive Wealthtech job openings:

Infographic showing various Executive Wealthtech job openings in California as of August 2026, with employment types broken down into 84% Full Time, 11% Part Time, and 5% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution.

Founding CEO, AI WealthTech - Lead & Scale the Vision (San Francisco)

San Francisco, CA • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.


Job description

A leading venture studio is seeking a Founding CEO to spearhead a new AI copilot for B2B WealthTech. This innovative role involves leading customer discovery, building the product, and securing funding while fostering a strong team culture. Candidates should display proven success in B2B SaaS sales, fundraising, and leadership, along with a drive to co-found a transformative venture. The position offers an opportunity to engage actively in product launch and market traction, underpinned by initial funding and a committed team.
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