Head Of Wealth Management And Analytics Technology

Ares Management

New York, NY, United States
Base: $230,000 - $250,000; bonus/equity: discretio...
Wealth management technology strategy
Crm, salesforce & advisor engagement
Advisor data, analytics & segmentation
This role will lead the design and evolution of the technology capabilities that power advisor engagement, distribution effectiveness, and client experience across the wealth ecosystem

Job Summary

  • This role will lead the design and evolution of the technology capabilities that power advisor engagement, distribution effectiveness, and client experience across the wealth ecosystem.
  • Own the delivery of the firm’s wealth CRM ecosystem, with Salesforce serving as a core platform for advisor and intermediary engagement.
  • The firm also offers robust Benefits offerings including Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; and much more.

Matching Summary

This role will lead the design and evolution of the technology capabilities that power advisor engagement, distribution effectiveness, and client experience across the wealth ecosystem.

Salary

Base: $230,000 - $250,000; Bonus/Equity: discretionary performance-based bonus; Benefits: robust Benefits offerings

Skills & Requirements

Must-have

  • Wealth Management Technology Strategy
  • CRM, Salesforce & Advisor Engagement
  • Advisor Data, Analytics & Segmentation
  • Sales, Marketing & Client Technology Interoperability
  • Platform Architecture & Engineering Delivery
  • Build and lead high-performing teams

Nice-to-have

  • Collaborative, Responsible, Entrepreneurial culture
  • Catalyst for shared prosperity
  • Inclusive work environment

Key Requirements

  • 15+ years progressive technology experience
  • Significant leadership responsibility
  • Experience building wealth distribution platforms
  • Experience designing and delivering analytics platforms
  • Strong track record delivering CRM-driven platforms
  • Bachelor’s degree required

Work Rights

Not specified

Tailored Resume

Cover Letter