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Remote Wealthtech Jobs in California (NOW HIRING)

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Remote Wealthtech information

What is a remote wealthtech professional?

A Remote Wealthtech professional works in the financial technology sector, focusing on developing, managing, or supporting digital tools and platforms that help individuals or businesses manage their wealth. 'Remote' means these professionals perform their duties from locations outside of a traditional office, often from home. Their roles can include software development, product management, data analysis, customer support, or financial advising—always centered on innovative solutions for wealth management. This position requires a blend of finance knowledge and technical skills, along with strong communication abilities to collaborate with teams virtually.

How do remote wealthtech professionals typically collaborate with cross-functional teams to deliver client solutions?

Remote Wealthtech professionals often work closely with diverse teams such as product managers, software engineers, compliance officers, and data analysts to design and deliver innovative financial solutions. Collaboration is primarily facilitated through digital communication tools like Slack, Zoom, and project management platforms, ensuring seamless coordination despite physical distance. Regular virtual meetings, clear documentation, and shared dashboards help teams stay aligned on project goals and deadlines. Building strong relationships and proactive communication are essential for overcoming the challenges of remote work and achieving success in this fast-paced, client-focused environment.

What are the key skills and qualifications needed to thrive as a remote wealthtech professional, and why are they important?

To thrive as a Remote Wealthtech Professional, you need strong analytical skills, financial acumen, and a background in finance, economics, or related fields, often supported by relevant degrees or certifications like CFA or CFP. Familiarity with wealth management platforms, investment analytics tools, and CRM systems is typically required. Excellent communication, self-motivation, and attention to detail are vital soft skills for collaborating virtually and managing client relationships. These skills ensure effective financial advising, client satisfaction, and the ability to navigate digital wealth management solutions in a remote environment.

What is the difference between Remote Wealthtech vs Remote Financial Advisor?

AspectRemote WealthtechRemote Financial Advisor
Required CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 required
Work EnvironmentTech-driven, software-focused, remoteClient-facing, remote or hybrid
Employer & IndustryFintech companies, online platformsFinancial planning firms, banks
Common Search & ComparisonFocus on technology roles in wealth managementClient advisory roles in finance

Remote Wealthtech roles primarily involve working with financial technology platforms, focusing on software development, data analysis, or product management within the wealth management industry. In contrast, remote Financial Advisors directly interact with clients to provide personalized financial planning and investment advice. While both roles require financial certifications, Remote Wealthtech emphasizes technical skills and platform development, whereas Remote Financial Advisors focus on client relationships and financial expertise.

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 Remote Wealthtech jobs in California?

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

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

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

What cities in California are hiring for Remote Wealthtech jobs?

Cities in California with the most Remote Wealthtech job openings:

Remote Wealthtech jobs near you

Customer Success Manager & Solutions Consultant

Thomas Talent Network

Los Angeles, CA • Remote

$100K - $120K/yr

Full-time

Posted 17 days ago

Job description

About the Company

A Series A decision-intelligence platform for independent wealth management (founded 2017), serving registered investment advisors with tools spanning portfolio risk analytics, compliance workflows, and advisor productivity. Operating in a $100B addressable market with strong product-market fit among mid-market and enterprise RIA clients. Growth-stage, under 100 employees, running on EOS with a lean, accountable team working directly with the CEO, Head of Sales, and Head of Customer Success.

About the Role

The Customer Success Manager & Solutions Consultant is a hybrid individual contributor who owns product and domain expertise across the full customer lifecycle — from winning deals as the technical SME on sales calls to delivering the onboarding, adoption, and retention that make each client successful. Because the same person supports the deal pre-close and then owns the account post-close, context never gets lost at handoff. Dual-reporting: to the Head of Sales for pre-sale support and to the Head of Customer Success for post-sale delivery. Requires both the follow-through of a great CSM and the composure of a strong sales engineer on a live call.

What You'll Own
  • Own the SME seat on AE demo and technical calls, running tailored workflow-specific demos and handling product, technical, and compliance objections live
  • Drive new-client onboarding and training from platform setup through confident daily usage within 30 days of go-live, across firm sizes and user personas
  • Run cadenced adoption meetings with key stakeholders to surface risk early, protect gross retention, and route expansion signals to the Expansion AE with full technical context
  • Maintain deep product mastery and genuine RIA/compliance domain fluency to remain the expert AEs and clients call first
  • Translate structured customer feedback into clear product requirements (frequency, use case, revenue impact)
  • Build and maintain training content, knowledge base articles, and recorded walkthroughs that scale self-service and deflect tickets
Must-Have
  1. 3+ years in a customer-facing product role at a wealth management, advisor-tech, or compliance platform (CS, Solutions/Sales Engineering, Implementation, Onboarding, or Technical Account Management)
  2. Demonstrated ability to run a live product demo and handle technical/compliance objections in real time without escalating
  3. Proven post-sale track record of onboarding, driving adoption, and retaining software clients
  4. RIA and compliance domain fluency: speaks advisor ROI and CCO audit-risk naturally; fluent on custodians, ADV, fiduciary, and RIA structures
  5. Executive stakeholder communication: credible with CCOs, principals, and operations leaders, adjusting style in real time
  6. Follow-through and CRM discipline without being managed; owns a full pre- and post-sale book without dropping context
  7. Comfortable operating in a growth-stage company under 100 employees without a polished playbook
Nice-to-Have
  • Experience at wealthtech firms serving RIAs or IBDs (Orion, SS&C Black Diamond, Addepar, Tamarac, Envestnet, Morningstar, Nitrogen, Advyzon, InvestCloud, Docupace, or COMPLY)
  • Both pre-sale solutions/sales engineering and post-sale CSM/onboarding experience in one background
  • HubSpot CRM fluency and experience with tools like Gong
  • Familiarity with custodian ecosystems (Schwab, Fidelity, Pershing)
  • Existing relationships with CCOs, CIOs, or advisory leadership at RIA or IBD firms
Details

Employment: Full-Time  |  Location: Remote (United States)  |  Experience: 3–5 years
Compensation: $60,000–$80,000 base plus variable tied to GRR, NRR, and trainings; $100,000–$120,000 OTE. No visa sponsorship.