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Remote Wealthtech Jobs in Utah (NOW HIRING)

Jump AI

Sr. Director, Corporate Marketing

Draper, UT · On-site +1

Draper, UT / Park City, UT or Remote About the Role We are looking for a visionary Senior Director ... Background in or deep understanding of Fintech, Wealthtech, or the Financial Services industry.

All JobsRemote Wealthtech JobsRemote Wealthtech Jobs in Utah

Remote Wealthtech information

How to make $100,000 a year working from home?

A Remote Wealthtech professional can reach a $100,000 annual income by gaining expertise in financial technology, developing strong analytical and technical skills, and obtaining relevant certifications such as CFA or CFP. Building a client base or working for established firms with remote roles can also increase earning potential, often requiring a combination of experience, networking, and continuous learning.

Is 200,000 enough to work with a financial advisor?

For a Remote Wealthtech role, earning $200,000 typically provides sufficient funds to work with a financial advisor, as many advisors recommend a minimum investment of $50,000 to $100,000 for personalized services. The amount needed depends on the advisor's fee structure and the client's financial goals, but higher income levels generally allow for more comprehensive financial planning and investment management.

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.

How to make 2000 a week working from home?

A Remote Wealthtech professional can increase earnings by leveraging specialized skills such as financial analysis, investment management, or software development, often requiring certifications like CFA or CFP. Earning $2,000 weekly typically involves high-value client work, managing multiple accounts, or providing consulting services, which may require building a strong client base and using digital tools for remote collaboration.

What job makes $10,000 a month without a degree?

A remote Wealthtech professional, such as a financial advisor or investment analyst, can potentially earn $10,000 a month through commissions, bonuses, or high-value client portfolios. Success in this field often depends on experience, skills in financial software, and building a strong client base, rather than formal degrees.
What are the most commonly searched types of Wealthtech jobs in Utah? The most popular types of Wealthtech jobs in Utah are:
What are popular job titles related to Remote Wealthtech jobs in Utah? For Remote Wealthtech jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Remote Wealthtech jobs in Utah look for? The top searched job categories for Remote Wealthtech jobs in Utah are:
What cities in Utah are hiring for Remote Wealthtech jobs? Cities in Utah with the most Remote Wealthtech job openings:
Remote Wealthtech jobs near you

Sr. Director, Corporate Marketing

Jump AI

Draper, UT • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement

Posted 18 days ago

Job description

Senior Director, Corporate Marketing
Reports To: SVP of Marketing
Location: Draper, UT / Park City, UT or Remote
About the Role
We are looking for a visionary Senior Director of Corporate Marketing to champion our story as we empower financial advisors and their clients to thrive in the age of AI. In this role, you will elevate our global brand strategy, corporate communications, and content ecosystem. You will define our voice and craft multi-channel narratives that do more than just drive revenue-they will reshape how the entire financial services industry perceives the future of AI.
You will lead our corporate marketing roadmap to scale our thought leadership footprint and brand perception across the largest financial services organizations globally. By bringing world-class structure and high-velocity execution to our integrated marketing engine, you will help us further expand our reach as the leading AI platform for advisors.
This role sits at the critical intersection of Product, Sales, and Growth Marketing. You will be a key leader measured by brand sentiment, organic traffic growth, pipeline contribution, and our continued category leadership in industry rankings.
What You'll Do
Own Brand Strategy & Narrative
  • Define and evolve our corporate narrative and brand strategy based on market research.
  • Oversee PR, media relations, and event strategies to improve brand visibility.
  • Ensure absolute consistency in brand voice and messaging across all channels and PR efforts.

Lead Integrated Marketing Campaigns
  • Partner with Demand Gen and Product Marketing teams to define full-funnel marketing campaigns.
  • Ensure effective project management and on-time delivery of major campaigns.
  • Analyze marketing performance metrics to prioritize high-performing strategies.

Scale our corporate marketing engine
  • Manage internal teams, external freelancers, and agency partners.
  • Implement robust operations frameworks to streamline creative production and legal approvals.
  • Leverage modern AI tools to optimize marketing workflows without losing quality.

Drive Brand Perception and Awareness
  • Guide our content strategy and roadmap with high-value IP
  • Secure top-tier speaking slots and thought leadership for executives.
  • Amplify brand awareness through targeted campaigns and activations

What Success Looks Like (First 6-12 Months)
  • Comprehensive Brand Strategy: A fully aligned, 12-month corporate marketing strategy built with Product and Demand Gen.
  • Measurable Growth: Notable increases in share of voice, organic search traffic, and brand attribution to pipeline.
  • Operational Scale: A repeatable integrated marketing and creative supply chain using internal talent, agencies, and advanced AI workflows.
  • Team Leadership: A highly capable, small team of marketing professionals that you have coached and motivated.
  • Brand Authority: Successful execution of major PR campaigns and flagship thought leadership assets.

What We're Looking For
Must-haves
  • 8+ years of corporate marketing experience in growth-oriented B2B SaaS
  • 3+ years of experience in a leadership role managing teams and budgets.
  • Proven track record of strategic impact and brand building in an Enterprise SaaS environment.
  • Hands-on experience with advanced AI tools for scaling marketing workflows.
  • Experience helping build category leadership and brand perception

Nice-to-haves
  • Background in or deep understanding of Fintech, Wealthtech, or the Financial Services industry.
  • Experience with hybrid PLG/Enterprise sales motions.

Why This Role Matters
This is a high-impact role at a critical stage of growth. As the leader of our corporate brand, you will shape how the financial services industry perceives the future of AI. You will act as a key executive leader in our marketing organization.
About Jump
Jump's mission is to empower financial advisors and their clients to thrive in the age of AI. Jump's primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump's product is expanding to include many other advisor workflows, as well as into other finserv verticals.
Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.
Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.
Jump is backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.
Jump's team values are High Velocity, World Class, and Direct + Kind + No Drama.
Please consider joining us in our work to transform the client and advisor experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.
Compensation
  • Competitive salary and variable compensation range
  • Equity
  • Medical, dental, vision benefits
  • 401k available

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