Head of Wealth Management and Analytics Technology
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Overview
Job Description
Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Job Description
Ares is seeking aPrincipal-level technology leader to serve asaleadacross WealthManagement Technologyand our Salesand Marketinganalytics platform, responsible for the technology strategy, platforms, and delivery supporting the firm’s rapidly expandingWealth Management and Global Client Solutions businesses.
As Ares continues to scale its presence across private wealthchannels,including RIAs, private banks,wirehouses, and independent broker-dealers,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.
Reporting to theManaging Director, Head of ClientPlatformsTechnology, this individualwill serve as the senior technology partner toWealth Management distribution, sales, marketing, and product leadership, ensuring the firm’s technology platforms support the full lifecycle of advisor engagement—from prospecting and segmentation to relationship management, analytics, and digital distribution. Thesuccessful candidatewillalsoserve as the senior technology owner for the firm’ssales and marketing analytics platform, partnering closely withtheHead ofInstitutionaland CRM Technology.
This leader willbe responsible fordriving the strategy, architecture, and delivery ofwealth distribution platforms, including CRM and advisor intelligence capabilities, with a strong emphasis onSalesforce and integrated sales-marketing ecosystems. The role will focus on buildingdata-driven distribution capabilities, enabling advanced advisor segmentation, opportunity targeting, and analytics that enhance the productivity and effectiveness of Ares’ global wealth distribution teams.
The successful candidate brings deep experience buildingwealth management technology platforms within alternative asset managers or asset management firms, combined with strongexpertisein CRM ecosystems, advisor data, analytics, and sales enablement platforms. This role requires a leader who can translate wealthdistribution strategy into scalable technology platforms, while partnering closely withData & AI, Marketing Technology, and Client Reporting teamsto deliver a highly integrated advisor experience.
RESPONSIBILITIES:
Wealth Management Technology Strategy
Define and execute the technology strategy supporting Ares’ globalwealth management distribution platform.
Partner closely with Wealth Management leadership to translate distribution priorities into scalable technology capabilities that support advisor acquisition, relationship management, and product distribution.
Drive the evolution of platforms supporting theadvisor engagement lifecycle, including prospecting, onboarding, relationship management, product education, and analytics.
Ensure technology platforms enable scalable growth acrossRIAs, private banks,wirehouses, and other intermediary channels.
Serve as the primary technology partner to wealth distribution, ensuring alignment between business strategy and technology investments.
CRM, Salesforce & Advisor Engagement Platforms
Own the delivery of the firm’s wealth CRM ecosystem, with Salesforce serving as a core platform for advisor and intermediary engagement.
Lead the development of capabilities that enable:
Advisor relationship management
Advisor and firm segmentation
Opportunity and pipeline management
Territory management and sales planning
Advisor activity and engagement tracking
Ensure seamless integration between CRM, marketing automation, client reporting, digital portals, and distribution analytics platforms
Drive platform usability and adoption across global wealth distribution teams
Advisor Data, Analytics & Segmentation
Partner with Data & AI leadership to develop a robustadvisor intelligence platform, enabling the wealth distribution organization tooperatewith high-quality, actionable data.
Enable advanced capabilities including:
Advisor segmentation and scoring
Distribution analytics and territory insights
Product demand analytics
Sales performance analytics
Advisor behavior and engagement insights
Drive the integration ofexternal advisor datasets, internal sales data, marketing engagement data, and investment product datato create a comprehensive advisor intelligence platform
Sales, Marketing & Client Technology Interoperability
Ensure strong interoperability acrosssales, marketing, and client technology platforms, creating a cohesive advisor and client engagement ecosystem.
Partner with Marketing Technology teams to integrate CRM platforms withdigital marketing, campaign management, and advisor engagement tools
Enable closed-loop insights connectingmarketing activity, advisor engagement, product demand, and sales outcomes.
Collaborate with Client Reporting and Digital teams to ensure consistent advisor and client experience across portals, reporting platforms, and engagement tools.
Platform Architecture & Engineering Delivery
Partner with platform engineering and architecture teams to ensurewealthtechnology platforms arescalable, secure, and integrated with enterprise systems.
Establish modern development practices including:
CI/CD for Salesforce development
Automated testing and release management
Platform observability and monitoring
Vendor and package governance
Agile program management, including data-driven improvements to SDLC
Drive modern platform architecture supporting:
Cloud-native applications
API-based integration
Data-driven distribution platforms
Secure advisor and client data environments
Partner with the Data and Artificial Intelligence team to stay abreast of the evolving AI landscape, appropriatelyidentifyingandleveragingsolutions that will enhance developer productivity and business outcomes
Leadership & Culture
Build and lead a high-performingwealth technology teamor architects, developers,product managers,and analystssupporting the firm’s growing wealth distribution platform.
QUALIFICATIONS:Become a trusted partner and collaborator with senior business leaders acrossWealth Management, Marketing, Product Management, Data & AI, and Client Technology.
Promote a culture ofdata-driven decision-making, accountability, and continuous innovation.
Act as a senior technology leaderrepresentingwealthtechnology priorities within broader technology governance and planning forums.
Align technology strategy, platforms, and deliverables to business outcomes
Manage relationships with software and consulting vendors
15+ years of progressive technology experience with significant leadership responsibility inenterprise application development.
Significant experiencebuildingwealth distribution technology platformswithin alternative asset managers or traditional asset managers serving intermediary channels.
Significant experiencedesigning and delivering analyticsand insight platforms
Strongtrack recorddelivering CRM-driven distribution platforms supportingfinancial advisors and intermediary distribution teams.
Experience partnering closely withwealth distribution, marketing, and client teamsto deliver scalable technology capabilities.
Demonstrated success leading complex technology initiatives supporting revenue-generating business functions.
Technical & Strategic Expertise
Deep experience withCRM platforms (Salesforce strongly preferred)and advisor engagement ecosystems.
Strong understanding ofwealth distribution technology platforms, advisor data models, and intermediary channel dynamics.
Experience integratingCRM platforms with marketing technology, analytics platforms, and client reporting systems.
Familiarity withdata platforms, analytics environments, and data science capabilitiessupporting advisor segmentation and sales insights.
Strong appreciation for enterprise architecture, data governance, and security in regulated financial services environments.
EDUCATION:
Bachelor’s degree, advanced degree preferred.
Engineering, Computer Science, or quantitative backgroundstronglypreferred.
Reporting Relationships
Compensation
The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
$230,000 - $250,000
The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.
Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
Automate your job search with Sonara.
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