Job Description
Ares is seeking aprincipal-level technology leader to serve as Head of InstitutionalandClient Relationship Management(CRM)Technology, responsible for thestrategyand delivery ofcapabilities that supportthe firmāsinstitutional client and investor workflows.
This role willpartner with business and technology leadership to define anddeliverplatforms tosupport the full lifecycle of institutional investor engagementāfromprospecting and fundraising(sales, sales enablement, marketing)throughinvestor onboarding and post-close investor relationship management.
Reporting to theManaging Director, Head of Client / Investor Technology, thesuccessful candidatewillalsoserve as the senior technology owner for the firmāsinstitutional CRM ecosystem, partnering closely withtheHead of Wealth Management and Analytics Technology,Global Client Solutions, Investor Relations, Capital Formation, Client Operations, and Marketing teamsacross Institutional and Wealth/Retail channelsto deliver a highly scalable and integrated platform that powers fundraising and client engagement.
This role is ahands-on technology leaderresponsible for defining platform architecture,establishingdevelopment standards, and leading a high-performing team ofarchitects, developers, and analysts. The leader will support complexalternativesfundraising workflows, institutional client management, pipeline visibility, and data-driven investor engagement across the global platform.
The successful candidate brings deepexpertiseinengineering within asset management oralternativesfirms, combined withstrongunderstanding of institutional fundraising processes, investor relationship management, and enterprise CRM data architecture. This role requires a leader who can balanceplatform engineering rigor, business partnership, and long-term platform strategywith incremental delivery of business value, ensuring that the ecosystem becomes a durable and scalable foundation for Aresā institutional distribution capabilities.
Reports to:
Managing Director, Head of ClientPlatforms
PRIMARY FUNCTIONS & RESPONSIBILITIES:
Institutional Technology Strategy
Own the strategy, architecture, and delivery of the firmāsinstitutional platform,includingthe system of record for institutional investor engagement and fundraising activity.
Partner closely withGlobal Client Solutions, Investor Relations, Capital Formation, and Marketing leadershiptotransforminstitutional distribution priorities into scalable capabilities.
Support the full institutional lifecycle including:
Prospecting and pipeline development
Fundraising campaign management
Investor targeting and engagement
Fund marketing and opportunity tracking
Investor onboarding and documentation
post-close investor relationship management
CRMArchitecture & Platform Engineering
Serve as the senior technology authority for the firmāsSalesforce platform architecture, ensuring scalability, reliability, and alignment with enterprise technology standards.
Define and enforceSalesforce development standards, governance models, and architectural patterns.
Lead the design and development of Salesforce capabilities supporting complexalternatives fundraising workflows, including:
Investor pipeline management
Opportunity and fundraising tracking
Investor relationship management
Capital commitments and allocation workflows
Fundraising reporting and analytics
Ensure the Salesforce ecosystem integrates seamlessly withdata platforms
Ensure the CRM platform providesend-to-end transparency into investor engagement and fundraising performance.
CRM Data Architecture & Integration
Define thedata architecture and governance model for institutional CRM data, ensuring high-quality, trusted data acrossinvestorand fundraising workflows.
Partner closely with Data & AI teams to ensure CRM data integrates withenterprise data platforms and analytics environments.
Drive the development of a robustinvestor data modelsupporting client hierarchies, relationships, mandates, and investment history.
Ensure seamless integration across key enterprise platforms including:
Marketing automation and campaign management tools
Client reporting platforms
Investor portals
Data warehouses and analytics environments
aresmgmt