Head of Wealth Management and Analytics Technology

Ares Management Corporation•New York, NY

About The Position

Ares is seeking a Principal-level technology leader to serve as a lead across Wealth Management Technology and our Sales and Marketing analytics platform, responsible for the technology strategy, platforms, and delivery supporting the firm’s rapidly expanding Wealth Management and Global Client Solutions businesses. As Ares continues to scale its presence across private wealth channels, 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 the Managing Director, Head of Client Platforms Technology, this individual will serve as the senior technology partner to Wealth 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. The successful candidate will also serve as the senior technology owner for the firm’s sales and marketing analytics platform, partnering closely with the Head of Institutional and CRM Technology. This leader will be responsible for driving the strategy, architecture, and delivery of wealth distribution platforms, including CRM and advisor intelligence capabilities, with a strong emphasis on Salesforce and integrated sales-marketing ecosystems. The role will focus on building data-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 building wealth management technology platforms within alternative asset managers or asset management firms, combined with strong expertise in CRM ecosystems, advisor data, analytics, and sales enablement platforms. This role requires a leader who can translate wealth distribution strategy into scalable technology platforms, while partnering closely with Data & AI, Marketing Technology, and Client Reporting teams to deliver a highly integrated advisor experience.

Requirements

15+ years of progressive technology experience with significant leadership responsibility in enterprise application development.
Significant experience building wealth distribution technology platforms within alternative asset managers or traditional asset managers serving intermediary channels.
Significant experience designing and delivering analytics and insight platforms
Strong track record delivering CRM-driven distribution platforms supporting financial advisors and intermediary distribution teams.
Experience partnering closely with wealth distribution, marketing, and client teams to deliver scalable technology capabilities.
Demonstrated success leading complex technology initiatives supporting revenue-generating business functions.
Technical & Strategic Expertise Deep experience with CRM platforms (Salesforce strongly preferred) and advisor engagement ecosystems.
Strong understanding of wealth distribution technology platforms, advisor data models, and intermediary channel dynamics.
Experience integrating CRM platforms with marketing technology, analytics platforms, and client reporting systems.
Familiarity with data platforms, analytics environments, and data science capabilities supporting advisor segmentation and sales insights.
Strong appreciation for enterprise architecture, data governance, and security in regulated financial services environments.
Bachelor’s degree required, advanced degree preferred.
Engineering, Computer Science, or quantitative background strongly preferred.

Responsibilities

Wealth Management Technology Strategy Define and execute the technology strategy supporting Ares’ global wealth 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 the advisor engagement lifecycle, including prospecting, onboarding, relationship management, product education, and analytics.
Ensure technology platforms enable scalable growth across RIAs, 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 robust advisor intelligence platform, enabling the wealth distribution organization to operate with 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 of external advisor datasets, internal sales data, marketing engagement data, and investment product data to create a comprehensive advisor intelligence platform
Sales, Marketing & Client Technology Interoperability Ensure strong interoperability across sales, marketing, and client technology platforms, creating a cohesive advisor and client engagement ecosystem.
Partner with Marketing Technology teams to integrate CRM platforms with digital marketing, campaign management, and advisor engagement tools Enable closed-loop insights connecting marketing 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 ensure wealth technology platforms are scalable, 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, appropriately identifying and leveraging solutions that will enhance developer productivity and business outcomes
Leadership & Culture Build and lead a high-performing wealth technology team or architects, developers, product managers, and analysts supporting the firm’s growing wealth distribution platform.
Become a trusted partner and collaborator with senior business leaders across Wealth Management, Marketing, Product Management, Data & AI, and Client Technology.
Promote a culture of data-driven decision-making, accountability, and continuous innovation.
Act as a senior technology leader representing wealth technology priorities within broader technology governance and planning forums.
Align technology strategy, platforms, and deliverables to business outcomes Manage relationships with software and consulting vendors