Job Description
Ares is seeking aPrincipal-level technology leader to serve asaleadacrossĀ WealthManagement Technologyand our Salesand Marketinganalytics platform, responsible for the technology strategy, platforms, and delivery supporting the firmās rapidly expandingWealth Management and Global Client Solutions businesses.
As Ares continues to scale its presence across private wealthchannels,including RIAs, private banks,wirehouses, and independent broker-dealers,this role will lead the design and evolution of the technology capabilities that power advisor engagement, distribution effectiveness, and client experience across the wealth ecosystem.
Reporting to theManaging Director, Head of ClientPlatformsTechnology, this individualwill serve as the senior technology partner toWealth Management distribution, sales, marketing, and product leadership, ensuring the firmās technology platforms support the full lifecycle of advisor engagementāfrom prospecting and segmentation to relationship management, analytics, and digital distribution.Ā Thesuccessful candidatewillalsoserve as the senior technology owner for the firmāssales and marketing analytics platform, partnering closely withtheHead ofInstitutionaland CRM Technology.
This leader willbe responsible fordriving the strategy, architecture, and delivery ofwealth distribution platforms, including CRM and advisor intelligence capabilities, with a strong emphasis onSalesforce and integrated sales-marketing ecosystems. The role will focus on buildingdata-driven distribution capabilities, enabling advanced advisor segmentation, opportunity targeting, and analytics that enhance the productivity and effectiveness of Aresā global wealth distribution teams.
The successful candidate brings deep experience buildingwealth management technology platforms within alternative asset managers or asset management firms, combined with strongexpertisein CRM ecosystems, advisor data, analytics, and sales enablement platforms. This role requires a leader who can translate wealthdistribution strategy into scalable technology platforms, while partnering closely withData & AI, Marketing Technology, and Client Reporting teamsto deliver a highly integrated advisor experience.
RESPONSIBILITIES:
Wealth Management Technology Strategy
Define and execute the technology strategy supporting Aresā globalwealth 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 theadvisor engagement lifecycle, including prospecting, onboarding, relationship management, product education, and analytics.
Ensure technology platforms enable scalable growth acrossRIAs, 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 firmās wealth 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 robustadvisor intelligence platform, enabling the wealth distribution organization tooperatewith 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 ofexternal advisor datasets, internal sales data, marketing engagement data, and investment product datato create a comprehensive advisor intelligence platform
Sales, Marketing & Client Technology Interoperability
Ensure strong interoperability acrosssales, marketing, and client technology platforms, creating a cohesive advisor and client engagement ecosystem.
Partner with Marketing Technology teams to integrate CRM platforms withdigital marketing, campaign management, and advisor engagement tools
Enable closed-loop insights connectingmarketing activity, advisor engagement, product demand, and sales outcomes.
Collaborate with Client Reporting and Digital teams to ensure consistent advisor and cl
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