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Wealth Management Technology Jobs (NOW HIRING)

Annex Wealth Management

Wealth Manager

Appleton, WI · On-site

Technology-Driven Wealth Management: Proficiency in wealth management platforms, CRM systems, and financial planning tools (i.e. Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc)

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$95.6K

$156.5K

How much do wealth management technology jobs pay per year?

As of Jul 2, 2026, the average yearly pay for wealth management technology in the United States is $95,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $95,000.00 per year, depending on experience, location, and employer.

What is a Wealth Management Technology job?

A Wealth Management Technology job involves developing and managing digital tools, platforms, and systems that support financial advisors and clients in wealth management. Professionals in this field work with technologies like portfolio management software, trading systems, robo-advisors, and data analytics to enhance financial decision-making. They collaborate with financial experts to ensure technology solutions align with industry regulations and client needs. This role requires expertise in both financial services and modern technology, such as cloud computing, AI, and cybersecurity.

What is the highest paying job in fintech?

In fintech, senior roles such as Chief Technology Officer (CTO) or Chief Information Officer (CIO) typically have the highest salaries, often exceeding several hundred thousand dollars annually. These positions require extensive experience in technology management, strategic planning, and often involve overseeing large teams and complex systems.

How many financial advisors make $500,000 a year?

In wealth management, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and advanced certifications like the CFP or CFA. Achieving this level often requires years of building a strong client base and expertise in complex financial strategies.

What are the key skills and qualifications needed to thrive in the Wealth Management Technology position, and why are they important?

To thrive in Wealth Management Technology, you need strong analytical skills, software development expertise, and a solid understanding of financial services, ideally supported by a degree in computer science, finance, or a related field. Familiarity with platforms such as Salesforce, Python, SQL, and financial planning software, as well as certifications like CFA or FinTech credentials, are highly valuable. Excellent problem-solving abilities, collaboration, and effective communication are crucial soft skills, as the role often bridges technical and client-facing teams. These skills help ensure that innovative and reliable technology solutions are delivered to support wealth management strategies and client satisfaction.

What is the role of technology in wealth management?

In wealth management, technology plays a crucial role by enabling financial advisors to analyze client data, automate transactions, and deliver personalized investment strategies efficiently. Tools such as customer relationship management (CRM) systems, financial planning software, and secure digital platforms are essential for providing timely and accurate services. Professionals in this field often need skills in data analysis, cybersecurity, and familiarity with financial technology tools.

What is the highest paying job in wealth management?

In wealth management, senior roles such as Chief Investment Officer (CIO) or Managing Director typically have the highest compensation, often earning several million dollars annually including bonuses. These positions require extensive experience, advanced certifications like CFA, and strong client management skills. Compensation varies based on firm size, client assets, and geographic location.

What does a typical day look like for someone working in Wealth Management Technology?

A typical day in Wealth Management Technology involves collaborating with wealth managers to gather requirements, designing and deploying technology solutions, and troubleshooting platform issues to ensure smooth client experiences. Professionals in this role often work closely with software developers, financial advisors, and compliance teams to implement projects that enhance efficiency and meet regulatory standards. You may spend time coding, conducting system tests, and meeting with stakeholders to discuss new features or process improvements. The environment is fast-paced and solution-driven, offering a blend of independent technical work and team-based problem solving.

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What job categories do people searching Wealth Management Technology jobs look for? The top searched job categories for Wealth Management Technology jobs are:
Wealth Management Technology jobs near you
Infographic showing various Wealth Management Technology job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $95,624 per year, or $46 per hour.
Sales Director, Wealth Management Technology

Sales Director, Wealth Management Technology

TecTammina

New York, NY

$100K/yr

Full-time

Posted 27 days ago

Job description

Company Description

Tech Tammina LLC

Job Description

Position to fill: Enterprise Sales Director, Wealth Management Technology

Industry:- Wealth Management Technology

Location: NYC

Salary range: $100k base + Equity


Company Description:--

Our client is a growing FinTech startup in the Big Data and Analytics space. They offer 

an enterprise-grade data platform to financial advisors, financial services firms and 

technology companies to more intelligently aggregate, manage, and analyze financial 

portfolio data. 


Job Description:--

They're looking for a high-achieving dynamic Sales Director to take the lead on high-

value enterprise deals and help shape the future and structure of their New York based 

sales team.


Responsibilities are thus to:

-Take lead on major enterprise relationships with financial institutions, large 

technology/industry platforms and large broker-dealers.

-Manage enterprise deals in the financial technology/wealth management space, from lead 

generation to close.

-Navigate roles and ecosystems at enterprise financial services and financial technology 

prospects and clients to build "stickiness" and close deals.

-Take lead on scaling a sales organization in a growing company to optimize the pursuit 

and balance of enterprise clients.


Requirements:--

-Must have at least 5 years experience in enterprise sales within the fintech/wealth 

management/financial advisory industry.

-Familiarity and appreciation for the cadence of enterprise technology sales -- be patient, 

be persistent, be smart, and be hungry.

-Experience growing and managing other members of a sales organization, both junior and 

senior.

Additional Information

Job Status: Full Time 

Share the Profiles to paramesh(at)tammina.com

Contact: 703-349-2332

Keep the subject line with Job Title and Location

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