Head Of Wealth Management And Analytics Technology

Ares

New York, NY, United States
Base: $230,000 - $250,000; bonus/equity: discretio...
Wealth management technology strategy
Crm and salesforce expertise
Advisor data and analytics
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 health plans, 401(k) with match, and various wellness and financial benefits.

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 and Salesforce expertise
  • Advisor Data and Analytics
  • Sales and Marketing Technology Integration
  • Platform Architecture and Engineering Delivery

Nice-to-have

  • Collaborative, Responsible, Entrepreneurial culture
  • Data-driven decision-making
  • Continuous innovation

Key Requirements

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

Work Rights

Not specified

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