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Wealth Management Sales Jobs (NOW HIRING)

Redwood Credit Union

Wealth Manager

Napa, CA

Internal cross business partnership and collaboration Sales and Service Management: * Mentor and coach sales and service results. * Manage and direct assigned Advisors and Wealth Management products ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

Provide regular feedback and progress reports regarding Wealth Management sales practices and business development initiatives. Utilize reporting systems designed to keep the Leadership Team informed ...

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Wealth Management Sales information

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$34.5K

$82.7K

$120K

How much do wealth management sales jobs pay per year?

As of Aug 16, 2026, the average yearly pay for wealth management sales in the United States is $82,740.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,500.00 and $96,000.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Management Sales vs Financial Advisor?

AspectWealth Management SalesFinancial Advisor
CertificationsSeries 7, Series 63, Series 65/66 (often required)Series 7, Series 63, CFP, CFA (common certifications)
Work EnvironmentSales-focused, client-facing, often within financial firms or banksClient advisory, personalized financial planning, often independent or within firms
Employer & Industry UsageFinancial services firms, banks, brokerage firmsIndependent practices, banks, wealth management firms

Wealth Management Sales primarily focuses on selling financial products and services to clients, emphasizing sales targets. Financial Advisors, on the other hand, provide comprehensive financial planning and personalized advice. While both roles require similar certifications and often work within the same industry, their core functions differ: sales versus advisory services.

What are the key skills and qualifications needed to thrive as a Wealth Management Sales professional, and why are they important?

To thrive in Wealth Management Sales, you need a solid understanding of financial markets, investment products, and sales strategies, often supported by a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and relevant certifications like FINRA Series 7 or CFP is typically required. Outstanding interpersonal skills, trustworthiness, and persuasive communication help build long-term client relationships and drive business growth. These competencies are crucial for delivering tailored financial solutions and achieving sales targets in a highly competitive environment.

What is wealth management sales?

Wealth management sales involves providing financial advice and investment solutions to clients, with a focus on growing and protecting their wealth. Professionals in this field work with individuals, families, or businesses to understand their financial goals and recommend products such as stocks, bonds, mutual funds, insurance, and retirement plans. The role combines financial expertise, relationship management, and sales skills to help clients make informed decisions and achieve their long-term objectives.

How does a Wealth Management Sales professional typically collaborate with financial advisors and portfolio managers?

Wealth Management Sales professionals work closely with financial advisors and portfolio managers to tailor investment products and solutions to clients' needs. They act as a bridge, communicating client objectives to the advisory team and ensuring that proposed strategies align with both client goals and firm offerings. Regular meetings, joint client presentations, and strategy sessions are common, fostering a team-oriented approach to client service and growth. This collaboration not only enhances client satisfaction but also opens opportunities for learning and advancement within the firm.
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Cities with the most Wealth Management Sales job openings:

What states have the most Wealth Management Sales jobs?

States with the most job openings for Wealth Management Sales jobs include:

What job categories do people searching Wealth Management Sales jobs look for?

The top searched job categories for Wealth Management Sales jobs are:

Wealth Management Sales jobs near you
Infographic showing various Wealth Management Sales job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $82,740 per year, or $39.8 per hour.

Managing Director, Head of Institutional and Wealth Engineering

Ares Management Corporation

New York, NY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 20 days ago

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
SUMMARY
Ares is seeking a Managing Director to serve as Head of Institutional and Wealth Management Technology, responsible for the strategy, architecture, platforms, and delivery supporting the firm's rapidly expanding Global Client Solutions and Wealth Management businesses.
Reporting to the Managing Director, Head of Client Platforms Technology, this individual will be the senior technology partner to leaders across Global Client Solutions, Institutional Investor Relations and Investor Servicing, and Wealth Management sales, marketing, and product. The role will oversee technology supporting the full lifecycle of institutional investor and wealth advisor engagement-from prospecting, segmentation, fundraising, and onboarding through relationship management, servicing, analytics, and digital distribution.
The leader will own the firm's CRM, sales analytics, advisor intelligence, and integrated sales and marketing platforms, with a strong emphasis on Salesforce. As Ares expands across RIAs, private banks, wirehouses, and independent broker-dealers, this individual will develop data-driven capabilities that improve advisor segmentation, opportunity targeting, pipeline visibility, distribution effectiveness, and client experience.
This is a hands-on leadership role responsible for defining platform architecture and development standards while leading a high-performing team of architects, developers, and analysts. The team will deliver scalable solutions for complex alternatives fundraising, institutional client management, investor servicing, and advisor engagement across Ares' global platform.
The successful candidate will bring deep engineering and platform expertise gained within asset management, alternatives, or a similarly complex financial-services environment, along with a strong understanding of fundraising, investor relationship management, wealth distribution, and enterprise CRM data architecture. The role requires a leader who can combine engineering rigor, strong business partnership, and long-term platform strategy with the incremental delivery of measurable business value.
PRIMARY FUNCTIONS & RESPONSIBILITIES
Institutional Technology Strategy
  • Own the strategy, architecture, and delivery of the firm's institutional platform, including the system of record for institutional investor engagement and fundraising activity.
  • Partner closely with Global Client Solutions, Investor Relations, Capital Formation, and Marketing leadership to transform institutional distribution priorities into scalable capabilities.
  • Support the full institutional lifecycle including:
    • Prospecting and pipeline development
    • Fundraising campaign management
    • Investor targeting and engagement
    • Fund marketing and opportunity tracking
    • Investor onboarding and documentation
    • post-close investor relationship management

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 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

Experience & Background
  • 18+ years of progressive technology experience with significant leadership responsibility in enterprise application development.
  • Deep experience implementing and operating Salesforce platforms within asset management, alternatives, or financial services firms.
  • Strong familiarity with institutional fundraising and investor relationship workflows within asset management.
  • 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
  • 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.

Education
  • Bachelor's degree required, advanced degree preferred.
  • Engineering, Computer Science, or quantitative background strongly preferred.

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.
$275,000 - $350,000
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.

Apply