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Wealth Management Technology Jobs (NOW HIRING)

Accenture

Wealth Management Consultant

Manhattan, NY · On-site

Becoming a tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn't happen ... Key responsibilities of the Wealth Management Consultant may include: * Design and implement ...

Annex Wealth Management LLC

Wealth Advisor

Madison, WI · On-site

Technology-Driven Wealth Management: Proficiency in wealth management platforms, CRM systems, and financial planning tools * Client-Focused Communication: Excellent communication skills and a client ...

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How much do wealth management technology jobs pay per year?

As of Jun 9, 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 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 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 May 2026, with employment types broken down into 18% Full Time, 73% Part Time, and 9% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $95,624 per year, or $46 per hour.

Wealth Technology Specialist

Dynasty Financial Partners

Saint Petersburg, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 hours ago

Job description

Overview:
Dynasty Financial Partners seeks a motivated, self-starting individual to join our firm as a Wealth Technology Specialist. This individual would serve as a training and adoption consultant specializing in our Dynasty's Technology ecosystem performance reporting and financial planning tools (Black Diamond, Addepar, eMoney, and MoneyGuide), extending to our broader technology stack, to ensure our Network Partners' (our client RIA businesses') success on those platforms.
Responsibilities:
  • Point of contact our Dynasty Network Partners on the implementation, administration and adoption of our technology stack, with a focus on Wealth Management Technology: Reporting and Financial Planning Tools.
  • Understand clients' business needs and identify opportunities for adoption of new software features or additional training resources.
  • Organize and host training and implementation calls both alone and in coordination with vendors.
  • Translate complex system capabilities and technical concepts into simple, practical guidance for non-technical users and internal processes.
  • Serve as the Level 2 escalation point for technical issues across the Wealth Technology stack, triaging, diagnosing, and resolving platform issues before escalating to vendor support when appropriate
  • Own wealth platform configuration and setup, including integration settings, data mappings, and platform-specific configurations to support Network Partner onboarding and ongoing operations
  • Coordinate and host strategic calls to discuss technology use cases and share best practices with Network Partner constituents while documenting and executing on takeaways.
  • Leverage performance reporting tools to monitor performance data and ensure proper integration with custodial platforms.
  • Liaise with Dynasty's resource partners to support existing partnerships, perform data audits/updates, manage user permissions, and coordinate technical support.
  • Collaborate with our Product & Engineering team on product releases and product feedback from clients.
  • Coordinate with internal Dynasty teams to find operational efficiencies internally and complete interdepartmental projects.

Requirements
Requirements:
  • Experience administrating Salesforce, Performance Reporting platforms (i.e. Black Diamond, Addepar) or Financial Planning tools (i.e. eMoney, MoneyGuide) is strongly preferred
  • 3-5 years' work experience, preferably at a Financial Technology, Wealth Management, or Financial Services firm
  • Bachelor's degree or equivalent experience
  • Proficiency in Microsoft 365, including intermediate or advanced knowledge of Excel, Power Automate, Power Apps, and SharePoint
  • Experience as a Client Success Manager/Business Analyst/Project Manager at Financial Services firm is preferred

Successful candidates will:
  • Demonstrate excellent time management skills, ability to gauge priority and urgency of client requests, and ability to work on multiple concurrent tasks and projects
  • Take ownership of tasks and work independently to ensure delivery on department goals and client satisfaction.
  • Exercise outstanding communication and presentation skills, organization, and attention to detail to effectively collaborate with internal teammates, vendors, and clients
  • Be willing and flexible to travel onsite to client offices nationwide, approximately 6-8 times annually
  • Expand knowledge of tech stack to include the best practices of additional technology platforms and their integrations with the performance reporting and planning tools
  • Manage cross-departmental initiatives in a structured way while communicating with and obtaining resources from multiple stakeholders
  • Infer action items from client requests and translate complex technical information into digestible instructions
  • Think proactively to create value and positive rapport with clients

BENEFITS
  • Health Insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan 401(k)
  • 401(k) matching
  • Paid Time Off
  • FSA/HSA benefits plans
  • Disability benefits
  • Voluntary Life Insurance
  • Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

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