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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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$61K

$95.6K

$156.5K

How much do wealth management technology jobs pay per year?

As of Aug 31, 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?

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 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.

What are the key skills and qualifications needed to thrive in wealth management technology, 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.

More about Wealth Management Technology jobs

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Wealth Management Technology jobs near you
Infographic showing various Wealth Management Technology job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $95,624 per year, or $46 per hour.

Product Manager, Wealth Management Technology

Ares Management Corporation

Denver, CO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 6 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
The Associate Vice President, Product Manager partners with Wealth Management business stakeholders and technology teams to define, prioritize, and deliver technology capabilities that support business growth, operational efficiency, advisor productivity, and client experience.
Working closely with product leadership, engineering, architecture, data, and business teams, the Product Manager helps translate business objectives into scalable technology solutions and supports the planning, delivery, and adoption of key initiatives across Salesforce and related Wealth Management platforms.
The role combines product management, business analysis, and platform expertise, serving as a critical bridge between business and technology organizations. The successful candidate will develop deep expertise within assigned business domains while contributing to the long-term evolution of Wealth Management technology capabilities.
Key Responsibilities
Product Management & Business Partnership (35-45%)
  • Partner with business stakeholders to understand strategic priorities, operational challenges, and opportunities for improvement.

  • Support product roadmap planning, prioritization, and delivery activities for assigned business capabilities.

  • Collaborate with product leadership to evaluate and prioritize initiatives based on business value, strategic alignment, effort, and risk.

  • Develop a deep understanding of Wealth Management business processes, user needs, and technology capabilities.

  • Identify opportunities for process improvement, automation, operational scale, and enhanced client and advisor experiences.

  • Support business case development and help define success metrics for key initiatives.

  • Track adoption and business outcomes for delivered capabilities and recommend future enhancements.

Business Analysis & Solution Definition (30-40%)
  • Lead requirements gathering sessions, workshops, stakeholder interviews, and discovery activities.

  • Document current-state and future-state business processes, workflows, and functional requirements.

  • Translate business needs into epics, user stories, acceptance criteria, and actionable backlog items.

  • Facilitate stakeholder alignment and drive resolution of business and functional questions.

  • Partner with architecture and engineering teams to ensure proposed solutions align with business objectives.

  • Coordinate user acceptance testing and validate delivered functionality against defined requirements.

  • Maintain accurate documentation, process artifacts, and product knowledge.

Solution Delivery & Platform Enablement (15-20%)
  • Partner with engineering teams throughout the software development lifecycle, including planning, design, testing, release, and adoption.

  • Participate in backlog refinement, sprint planning, release readiness, and deployment activities.

  • Configure and maintain declarative Salesforce functionality including Flows, reports, dashboards, approval processes, page layouts, and related platform capabilities.

  • Support platform governance, change management, and user adoption initiatives.

  • Collaborate with data, integration, and engineering teams to ensure end-to-end solution effectiveness.

Leadership & Organizational Contribution (5-10%)
  • Promote best practices across product management, business analysis, and solution delivery disciplines.

  • Mentor junior team members and contribute to knowledge-sharing initiatives.

  • Build domain expertise and progressively assume broader ownership of business capabilities over time.

  • Contribute to the ongoing development of the Wealth Management Technology product management function.

  • Remain current on Salesforce capabilities, industry trends, and emerging technologies, including AI-enabled tools and productivity solutions.

Required Qualifications
  • Bachelor's degree or equivalent experience.

  • 6-9 years of relevant experience in Product Management, Business Analysis, Salesforce Administration, CRM, Consulting, or related technology roles.

  • Demonstrated experience partnering with business stakeholders to define and deliver technology solutions.

  • Strong experience gathering requirements, defining business processes, and translating business needs into actionable delivery plans.

  • Experience working within Agile delivery frameworks and managing product backlogs.

  • Salesforce Administrator Certification.

  • Working knowledge of Salesforce Sales Cloud and/or Service Cloud.

  • Hands-on experience with Salesforce Flow and other declarative platform capabilities.

  • Strong communication, facilitation, stakeholder management, and problem-solving skills.

  • Ability to influence outcomes and build alignment across business and technology organizations.

Preferred Qualifications
  • Salesforce Business Analyst Certification.

  • Salesforce Advanced Administrator Certification.

  • Experience within asset management, wealth management, financial services, or fintech organizations.

  • Experience supporting Distribution, Relationship Management, Client Service, Marketing, or Operations teams.

  • Experience with Copado, Jira, and Git-based deployment processes.

  • Familiarity with enterprise integrations, data platforms, and analytics solutions.

  • Experience contributing to product roadmaps, prioritization activities, or business capability planning.

  • Experience operating within highly regulated environments.

  • Demonstrated commitment to continuous learning, professional development, and adoption of emerging technologies.

Reporting Relationships
Senior Vice President, Technology and Information Security
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.
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.

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