Remote Jobs at Practifi
Find your next remote opportunity · 5 Open Positions
Practifi is the only intelligent CRM built specifically for wealth management firms.
Designed to support the way advisory teams actually work, Practifi combines native AI functionality with purpose-built capabilities across client management, business operations, compliance support, and firmwide collaboration.
Together, these features help advisory teams streamline operations, surface meaningful insights, and strengthen client relationships without sacrificing the human experience at the center of advice.
Director, Learning
Learning Director leading strategy, team operations, and certification for Practifi’s financial technology products. Driving release-based content and learning adoption across clients and internal teams.
Technical Project Manager, SaaS
Technical SaaS Project Manager delivering Salesforce-native software implementations for financial advisors. Managing scope, timelines, JIRA workflows, UAT, go-live, and post-launch support.
Growth Marketing Manager
Growth Marketing Manager executing multi-channel marketing campaigns for Practifi's Salesforce-native financial software. Collaborating with teams to develop strategies that align with client needs and company objectives.
Account Manager
Account Manager managing complex relationships with institutionally demanding clients at Practifi. Owning retention, renewal, and growth for wealth management and trust accounts.
Learning Consultant
Training Consultant ensuring effective use of Salesforce-native software by wealth management professionals. Running training sessions and workshops for strategic client accounts within a remote-first team.
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