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Wealth Management Technology Jobs (NOW HIRING)

Annex Wealth Management

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 ...

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 ...

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Wealth Management Technology information

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$95.6K

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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.

More about Wealth Management Technology jobs
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.
Wealth Advisor

Wealth Advisor

Annex Wealth Management

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Ready to ignite growth by driving meaningful AUM and mentoring a team, operating exclusively as a fee-only fiduciary?
Annex Wealth Management - Know the Difference
Join Our Growing Team at our Madison branch.
Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!
Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.
Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX.
At Annex Wealth Management, our values aren't just words - they guide how we work every day:
• Knowledge
• Accountability
• Integrity
• Courage
• Respect
• Ownership
Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you.
About the Role
Annex is a fee-only fiduciary firm. That means our Wealth Advisors are salaried professionals charged with always doing what's right for the client. Drive the growth of our firm by acquiring new clients, increasing assets under management, and expanding our market presence. You'll use your sharp business development skills to prospect internally and externally, mentor team members, and ensure exceptional client service.
Key Responsibilities
  • Lead Strategic Client Acquisition: Identify, cultivate, and convert new high-value business opportunities to generate meaningful growth in billable Assets Under Management
  • Develop and Execute Prospecting Plans: Create and implement a strategic prospecting plan detailing actionable approaches for AUM generation through both internal and external channels, including community engagement
  • Cultivate Referral Networks: Foster ongoing, productive relationships with Centers of Influence (COIs) to ensure sustained lead generation for the firm
  • Deliver Client Advisory & Insights: Provide high-touch service to prospective and existing clients, offering expert market insights and strategic financial recommendations
  • Drive Relationship Conversion: Demonstrate exceptional ability to build trust, rapport, and meaningful relationships with clients to drive successful conversions across high-value opportunities
  • Provide Mentorship and Development: Actively mentor Associate Wealth Managers to enhance their prospecting, relationship-building, and opportunity conversion strategies
  • Ensure Exceptional Service Delivery: Uphold high standards of professionalism and ethical conduct to ensure the consistent delivery of exceptional client service
  • Collaborate and Optimize Processes: Partner with internal teams (e.g., financial planning, portfolio management, compliance) to enhance workflows, optimize the client experience, and facilitate the seamless transition of qualified prospects
  • Support Firm Events: Participate in and support Annex events, including attending, performing participant follow-up, and collaborating with Marketing to craft and execute large-scale events

Requirements
What You'll Need to Succeed
  • Education and Certifications: Bachelor's degree in Finance, Business, Economics, or related field. CFP certification is preferred. Candidates who do not have the certification at the time of hire must obtain it within 24 months of their start date.
  • Experience: 5+ years of experience in wealth advisory roles
  • Opportunity Management & Referral Leadership: Demonstrated ability to grow AUM, expand high-net-worth relationships, and drive strong referral outcomes
  • Client Engagement & Closing Skills: Demonstrates exceptional ability to build trust and rapport with clients, effectively connect and develop meaningful relationships, and drive conversions across high-value opportunities
  • Financial Strategy & Portfolio Expertise: Strong grasp of financial planning, portfolio management, and investment principles
  • Mentorship & Leadership Skills: Proven success in guiding and developing team members in a performance-driven environment
  • Technology-Driven Wealth Management: Proficiency in wealth management platforms, CRM systems, and financial planning tools
  • Client-Focused Communication: Excellent communication skills and a client-first mindset, especially in high-touch service environments

Comprehensive Benefits
We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.
This includes a comprehensive suite of:
  • Medical, Dental, and Vision Insurance
  • Life & Disability Insurance
  • Paid Time Off (PTO)
  • 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
  • Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
  • Opportunities for professional growth and development
  • Summer hours

We are committed to providing an environment where you can thrive and achieve your full potential.
Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

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