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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

Customer Success Manager & Solutions Consultant

David Joseph & Company

San Francisco, CA • On-site, Remote

$60K - $80K/hr

Full-time

Posted 7 days ago

Job description

Customer Success Manager & Solutions Consultant

Remote (US) · Full-time
Compensation: $60,000–$80,000 base + competitive equity · $100,000–$120,000 OTE

About the Company

Our client is a Series A fintech company (founded 2017) building a decision-intelligence and compliance platform for independent wealth management and registered investment advisors — spanning portfolio risk analytics, compliance workflows, and advisor productivity. They’ve established strong product-market fit with mid-market and enterprise RIAs in a large ($100B) market, and they operate as a lean, high-accountability team where you’ll work closely with company leadership.

Founded 2017 · 11–50 people · Industry: FinTech

The Role

This is a deliberately rare hybrid seat that owns the full customer lifecycle. You’ll act as the technical subject-matter expert on sales calls — running live demos and handling objections in real time — and then own onboarding, adoption, and retention once the deal closes. Because the same person supports the deal and owns the account afterward, nothing gets lost at handoff. You’ll report to both the Head of Sales (pre-sale) and the Head of Customer Success (post-sale), and the role rewards someone with both the follow-through of a strong CSM and the composure of a sharp sales engineer.

What you’ll be doing

  • Serve as the SME on demo and technical calls, running tailored product walkthroughs and fielding product, technical, and compliance objections live.
  • Own new-client onboarding and training, taking firms from setup to confident daily usage within about 30 days of go-live.
  • Run cadenced adoption meetings with key stakeholders to surface risk early, protect retention, and flag expansion opportunities with full technical context.
  • Maintain deep product and domain mastery so advisors and internal teams treat you as the first call.
  • Turn structured customer feedback into clear product requirements, with frequency, use case, and revenue impact.
  • Build training content, knowledge base articles, and recorded walkthroughs that scale self-service.

Product suite & tools: A multi-product wealthtech platform (advisor, compliance, scanning, proposals, and IPS modules); HubSpot CRM; Gong.

Requirements
  • At least 3 years in a customer-facing role at a wealthtech, advisor-tech, or compliance software company
  • Able to lead live product demos and handle technical and compliance objections in real time — real subject-matter depth, not a script
  • Strong fluency in RIA and compliance concepts, including ADV, fiduciary standards, and custodians
  • A proven post-sale track record of onboarding, driving adoption, and retaining software clients
  • Confident communicating with executive stakeholders, including CCOs and firm principals
  • Based in the US
Nice to Haves
  • A background that spans both pre-sale (solutions or sales engineering) and post-sale (CSM or onboarding) in one career
  • Prior experience at a wealthtech or advisor-tech company
  • Existing relationships with CCOs and other executive decision-makers at advisory firms
  • Comfort building the playbook yourself in a lean, growth-stage environment
  • HubSpot CRM fluency and familiarity with tools like Gong
  • Familiarity with custodian ecosystems such as Schwab, Fidelity, and Pershing
Why Join
  • A rare hybrid seat owning the client relationship end-to-end, from first demo through long-term retention
  • A growth-stage company with strong product-market fit in a large, established market
  • A lean, high-ownership team with direct exposure to leadership and real scope from day one
Details
  • Location — United States
  • Work policy — Fully remote, US-based
  • Compensation — $60,000–$80,000 base + equity; $100,000–$120,000 OTE
  • Visa sponsorship — Not available
  • Employment type — Full-time