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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.

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.

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 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

SME & Enterprise Account Executive

David Joseph & Company

San Francisco, CA • Remote

$100K - $125K/yr

Full-time

Medical, PTO

Posted 6 days ago

New

Job description

United States · Remote (U.S.-based) · Full-time
Compensation: $100,000–$125,000 base ($200,000–$250,000 OTE, uncapped) + competitive equity

About the Company

A Series A wealthtech company building risk, compliance, and investment-strategy software for RIAs and wealth-management firms. The platform unifies these workflows in one place so financial advisors can run smarter practices without the manual work. Roughly $3M ARR with a clear path to $10M, in a $100B+ addressable market of independent RIAs and wealth-management firms across the U.S.
Founded 2017 · 11–50 people · Industry: FinTech

The Role

Own the company's largest and most complex SME and enterprise deals with RIA and wealth-management firms of 50+ advisors — executive relationship selling with multi-stakeholder buying committees and multi-year, phased deal structures.

What you'll be doing

  • Full-cycle ownership of SME and enterprise opportunities, from qualified opportunity through signed contract, for firms with 50+ advisors
  • Build executive relationships with principals, CCOs, COOs, and operations leaders across complex buying committees
  • Structure multi-year, phased, and enterprise-wide deals with strategic, justified pricing
  • Self-source pipeline through industry relationships, referrals, and events
  • Maintain a forecast-accurate pipeline in HubSpot with reliable commit-to-close conversion
  • Partner with the Solutions Consultant on demos and technical proof points; hand off cleanly to Customer Success at close

Tech stack: HubSpot; Outreach, Gong, LinkedIn Sales Navigator

Requirements
  • 2+ yrs wealth management/fintech sales
  • 1+ yr complex, multi-stakeholder deal closing
  • 90%+ quota attainment (documented)
  • Self-sourced pipeline track record
  • U.S. timezone availability
  • Prior experience at a small or growth-stage company (under 100 employees), comfortable without a polished playbook
Green Flags
  • Has sold compliance or risk software specifically into a regulated financial services buyer, not an adjacent category
  • Builds and defends a business case to a CCO, COO, or principal-level buying committee
  • Self-sources pipeline through referrals, events, or industry relationships rather than relying only on inbound
  • Track record structuring multi-year or phased enterprise deals
Red Flags
  • Pure SMB or transactional velocity selling with no buying-committee or multi-year deal experience
  • Has never self-sourced pipeline
  • Cannot build or defend a business case to a CCO, COO, or principal buying committee
  • Sold compliance software into an unrelated vertical, not wealth management or RIA
  • Seeking a low-intensity, low-accountability environment
Why Join
  • Own the largest, most complex deals in an underserved $100B+ market
  • Uncapped commission — larger ACVs mean larger checks; $200–250K OTE
  • Direct access to sales leadership at a small, low-bureaucracy team where high performers shape the playbook
  • Unlimited PTO, health benefits, and a fully remote U.S.-based team
Details
  • Location: United States (remote)
  • Work policy: Fully remote, U.S.-based
  • Compensation: $100,000–$125,000 base ($200,000–$250,000 OTE) + equity
  • Visa sponsorship: None available
  • Employment type: Full-time