Remote Jobs at Practifi
Find your next remote opportunity · 3 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.
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.
Business Analyst, Technical Enablement
Business Analyst contributing to client's success through technical enablement at fintech company. Managing client requirements and collaborating with cross-functional teams.
Technical Consultant
Technical Consultant delivering customized solutions on the Practifi platform and leading client trainings. Partnering with Business Analysts to address client needs and technical solutions.
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