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Remote Wealthtech Jobs (NOW HIRING)

Groundfloor Finance

Draws Admin

Atlanta, GA · Remote

Groundfloor is a remote-friendly, hyper-growth, wealthtech company based out of Atlanta. We value vulnerable high-quality/low-ego collaboration. If that sounds good to you, join us! This Job Might Be ...

Envestnet

Director, Payroll & Equity

Concord, NC · On-site +1

... remote work model within the U.S.   About Envestnet   Envestnet is an ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Senior Payroll Analyst

Concord, NC · On-site +1

... role is a remote work model.   About Envestnet   Envestnet is an ... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the ...

Envestnet

Lead Software Engineer

Concord, NC · On-site +1

... States with a remote work model.   About Envestnet   Envestnet is an ... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the ...

Envestnet

Product Strategy Director

Concord, NC · On-site +1

... Coast with a remote work model.   About Envestnet   Envestnet is an ... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the ...

Envestnet

Product Strategy Director

Concord, NC · On-site +1

... Coast with a remote work model.   About Envestnet   Envestnet is an ... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the ...

SEI Investments

Senior Sales Executive

Oaks, PA · On-site +1

Experience at a fintech/wealthtech company * Knowledge of alternative investments * Highly ... Experience selling in a remote environment using web conferencing * Computer literacy (Email, Word ...

Practifi

Account Manager

$105K - $125K/yr

Remote-first is how we actually work, not a line we put in a job ad. Twice a year we get everyone ... wealthtech platforms. • Experience orchestrating cross-functional teams on multi-stakeholder ...

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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.
More about Remote Wealthtech jobs
What cities are hiring for Remote Wealthtech jobs? Cities with the most Remote Wealthtech job openings:
What are the most commonly searched types of Wealthtech jobs? The most popular types of Wealthtech jobs are:
What states have the most Remote Wealthtech jobs? States with the most job openings for Remote Wealthtech jobs include:
What job categories do people searching Remote Wealthtech jobs look for? The top searched job categories for Remote Wealthtech jobs are:
Remote Wealthtech jobs near you
Infographic showing various Remote Wealthtech job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 40% Physical, 3% Hybrid, and 57% Remote job distribution.
Draws Admin

Draws Admin

Groundfloor Finance

Atlanta, GA • Remote

Full-time

Posted 20 days ago

Job description

As a Draws Administrator at Groundfloor Finance, you'll play a key role in supporting the lifecycle of residential real estate renovation and construction loans. You'll manage borrower draw requests, ensure documentation and inspections are accurate and complete, and collaborate cross-functionally to ensure funds are released timely and in compliance with our lending standards. This role is perfect for someone who thrives in structured processes, enjoys working with real estate project data, and is motivated by keeping things moving on schedule.

Groundfloor is a remote-friendly, hyper-growth, wealthtech company based out of Atlanta. We value vulnerable high-quality/low-ego collaboration. If that sounds good to you, join us!
This Job Might Be For You If:

  • You love working behind the scenes to make things run smoothly and efficiently.
  • You're detail-obsessed and spot inconsistencies from a mile away.
  • You enjoy collaborating with others - whether that's borrowers, inspectors, or your own team.
  • You like building and refining systems to make them better.
  • You're curious about real estate finance or construction and want to learn more.

A Day In The LIfe:

  • Reviewing borrowers draw submissions for accuracy, completeness, and alignment with the approved project scope.
  • Coordinating third-party inspections to verify construction progress.
  • Verifying that conditions for disbursement are met, including lien waivers and invoices.
  • Logging and tracking all draw activity in our internal systems.
  • Communicating with borrowers on status updates, missing documents, and timelines via phone call and email.
  • Working closely with Loan Servicing, Construction, and Finance teams to facilitate timely funding.
  • Generating reports on draw timelines, bottlenecks, and trends.
  • Ensuring that all documentation meets compliance standards and is audit-ready.
  • Identifying opportunities to improve workflow and increase efficiency.

Your Experience + A Few Nice To Haves

  • 2+ years of experience in loan servicing, construction finance, real estate administration, or a similar role.
  • 2+ years of experience in a customer service focused role. Candidate should be comfortable making outbound calls and taking inbound calls through a web based CTI (e.g. Aircall, Dialpad, etc).
  • A general understanding of the construction draw process or residential renovation financing.
  • Excellent organizational and time management skills.
  • Strong written and verbal communication abilities.
  • Experience working with CRM or loan servicing platforms (e.g., Salesforce or Hubspot)
  • Familiarity with lien waivers, inspection coordination, and budgeting tools.
  • Experience at a fintech company or in real estate lending.
  • Comfort juggling many open threads without losing track.