Head of Sales Engineering
AI summary of the role
Principal-level technology leader responsible for the strategy, architecture, and delivery of wealth management technology and sales/marketing analytics platforms at a large alternative asset manager.
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
What you’ll do
- Define and execute the technology strategy supporting Ares’ global wealth management distribution platform.
- Own the delivery of the firm’s wealth CRM ecosystem, with Salesforce as the core platform for advisor and intermediary engagement.
- Partner with Data & AI leadership to develop a robust advisor intelligence platform enabling segmentation, scoring, and distribution analytics.
- Ensure strong interoperability across sales, marketing, and client technology platforms for a cohesive advisor and client engagement ecosystem.
What you’ll bring
- 15+ years of progressive technology experience with significant leadership responsibility in enterprise application development.
- Significant experience building wealth distribution technology platforms within alternative asset managers or traditional asset managers serving intermediary channels.
- Deep experience with CRM platforms (Salesforce strongly preferred) and advisor engagement ecosystems.
- Strong track record delivering CRM-driven distribution platforms supporting financial advisors and intermediary distribution teams.
Technologies
Salesforce · CRM · CI/CD · API · cloud-native · data platforms · analytics · AI · marketing automation · client reporting
About Ares Management
Global alternative investment manager across credit, real assets, private equity, and secondaries, serving institutional and retail investors, distinguished by leadership in private/direct-lending credit.
Public · 2000–5000 people
Source and classification
Internal deployment & tooling · Evidence for this classification:
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
More from the job description
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 [... source excerpt omitted ...] . 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 advis [... source excerpt omitted ...] ortunity 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 robust advisor intelligence platform, enabling the wealth distribution organization to operate with high-quality, actionable data. Enable advanced capabilities including: Advisor segmentation and scoring Distribution analytics and territory insights Product deman
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