Head of Wealth Management and Analytics Technology

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

Ares is seeking a Principal-level technology leader to serve as a lead across Wealth Management Technology and our Sales and Marketing analytics platform, responsible for the technology strategy, platforms, and delivery supporting the firm’s rapidly expanding Wealth Management and Global Client Solutions businesses.

As Ares continues to scale its presence across private wealth channels, 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 the Managing Director, Head of Client Platforms Technology, this individual will serve as the senior technology partner to Wealth Management distribution, sales, marketing, and product leadership, ensuring the firm’s technology platforms support the full lifecycle of advisor engagement—from prospecting and segmentation to relationship management, analytics, and digital distribution. The successful candidate will also serve as the senior technology owner for the firm’s sales and marketing analytics platform, partnering closely with the Head of Institutional and CRM Technology.

This leader will be responsible for driving the strategy, architecture, and delivery of wealth distribution platforms, including CRM and advisor intelligence capabilities, with a strong emphasis on Salesforce and integrated sales‑marketing ecosystems. The role will focus on building data‑driven distribution capabilities, enabling advanced advisor segmentation, opportunity targeting, and analytics that enhance the productivity and effectiveness of Ares’ global wealth distribution teams.

The successful candidate brings deep experience building wealth management technology platforms within alternative asset managers or asset management firms, combined with strong expertise in CRM ecosystems, advisor data, analytics, and sales enablement platforms. This role requires a leader who can translate wealth distribution strategy into scalable technology platforms, while partnering closely with Data & AI, Marketing Technology, and Client Reporting teams to deliver a highly integrated advisor experience.

RESPONSIBILITIES:

Wealth Management Technology Strategy

• Define and execute the technology strategy supporting Ares’ global wealth 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 the advisor engagement lifecycle, including prospecting, onboarding, relationship management, product education, and analytics.

• Ensure technology platforms enable scalable growth across RIAs, 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 firm’s 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…