Managing Director, Head of Institutional and Wealth Engineering
Ares Commercial Real Estate Corp · New York
📍 New York, NYvia workday
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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
SUMMARY
Ares is seeking a Managing Director to serve as Head of Institutional and Wealth Management Technology, responsible for the strategy, architecture, platforms, and delivery supporting the firm’s rapidly expanding Global Client Solutions and Wealth Management businesses.
Reporting to the Managing Director, Head of Client Platforms Technology, this individual will be the senior technology partner to leaders across Global Client Solutions, Institutional Investor Relations and Investor Servicing, and Wealth Management sales, marketing, and product. The role will oversee technology supporting the full lifecycle of institutional investor and wealth advisor engagement—from prospecting, segmentation, fundraising, and onboarding through relationship management, servicing, analytics, and digital distribution.
The leader will own the firm’s CRM, sales analytics, advisor intelligence, and integrated sales and marketing platforms, with a strong emphasis on Salesforce. As Ares expands across RIAs, private banks, wirehouses, and independent broker-dealers, this individual will develop data-driven capabilities that improve advisor segmentation, opportunity targeting, pipeline visibility, distribution effectiveness, and client experience.
This is a hands-on leadership role responsible for defining platform architecture and development standards while leading a high-performing team of architects, developers, and analysts. The team will deliver scalable solutions for complex alternatives fundraising, institutional client management, investor servicing, and advisor engagement across Ares’ global platform.
The successful candidate will bring deep engineering and platform expertise gained within asset management, alternatives, or a similarly complex financial-services environment, along with a strong understanding of fundraising, investor relationship management, wealth distribution, and enterprise CRM data architecture. The role requires a leader who can combine engineering rigor, strong business partnership, and long-term platform strategy with the incremental delivery of measurable business value.
PRIMARY FUNCTIONS & RESPONSIBILITIES
Institutional Technology Strategy
Own the strategy, architecture, and delivery of the firm’s institutional platform , including the system of record for institutional investor engagement and fundraising activity.
Partner closely with Global Client Solutions, Investor Relations, Capital Formation, and Marketing leadership to transform institutional 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
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 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 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 demand analytics
Sales performance analytics
Advisor behavior and engagement insights
Drive the integration of external advisor datasets, internal sales data, marketing engagement data, and investment product data to create a comprehensive advisor intelligence platform
Sales, Marketing & Client Technology Interoperability
Ensure strong interoperability across sales, marketing, and client technology platforms , creating a cohesive advisor and client engagement ecosystem.
Partner with Marketing Technology teams to integrate CRM platforms with digital marketing, campaign management, and advisor engagement tools .
Enable closed-loop insights connecting marketing activity, advisor engagement, product demand, and sales outcomes .
Collaborate with C
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