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Talent & Skills · Role Ladders

How wealth-tech careers climb.

Every role we catalogue, grouped into career clusters. Ranked inside each column by demand × pay, with future / agentic roles highlighted.

Era

Filter to roles hiring now, or the agentic roles emerging next.

Implementation & delivery

Land the platform: onboarding, integrations, cutovers, adoption.

  1. 1WealthTech Technical ConsultantThe person big banks call to unblock a stalled platform migration.32
  2. 2Change Manager / Adoption Lead — Wealth TechYou design a 6-month Prosci-based change programme for UBS's rollout of an agentic AI assistant to 3,000 wealth advisors28
  3. 3Integration Engineer / Systems Integrator — WealthYou build a nightly ETL pipeline at an RIA aggregator that pulls positions from five custodians via API and reconciles t20
  4. 4Implementation Consultant (PMS / CRM / Planning)You lead a mid-sized RIA's 90-day onboarding onto Black Diamond, configuring billing rules, mapping custodial data feeds18
Product & strategy

Decide what to build, what to buy, what to kill.

  1. 1Solution ArchitectDesigns the seams between custodian, OMS, CRM, and the LLM layer.32
  2. 2WealthTech Product ManagerOwns the roadmap where Pershing, Orion, and the LLM all meet.27
  3. 3Program ManagerLands the 24-month modernization without missing a quarter-end.25
  4. 4Business Analyst — Wealth OperationsYou write the epics and user stories for a private bank's suitability-assessment module rebuild, facilitating workshops 19
Data & analytics

Move, model, and reason over wealth data.

  1. 1Quant DeveloperShips the model, the back-test, and the production guardrails.35
  2. 2AI / Agentic-AI Engineer — WealthYou build Dynasty Financial's AI agent that ingests an advisor's full client book from Addepar, retrieves relevant plann31
  3. 3Data Engineer — Advisor PlatformsYou rebuild the nightly custodial ingestion pipeline at a $15B AUM RIA aggregator, replacing fragile FTP scripts with a 29
  4. 4Analytics Engineer (Snowflake / dbt for Wealth)You own the dbt layer at a fintech that aggregates data from Schwab, Fidelity, and Pershing, building the models that po27
  5. 5FinTech Data AnalystTurns broken custodian feeds into board-ready dashboards.19
Advisor-facing operations

Keep the household running: NIGO, trades, performance, planning.

  1. 1RIA Operations LeadYou lead operations at a fast-growing RIA that has made three acquisitions in 18 months, integrating four separate tech 22
  2. 2Wealth Planning TechnologistCFP-adjacent operator who configures eMoney/MoneyGuide, owns the advisor workflow, and bridges planning to the wider tech stack.20
  3. 3Fund Accountant (modernization)Closing the books on a real-time ledger that didn't exist 18 months ago.18
  4. 4Trade Operations SpecialistYou run morning trading for a TAMP's centralized trading desk, generating model-driven rebalance trades across 8,000 acc12
  5. 5Operations Analyst — NIGO / ACAT / Account TransfersYou work the ACAT exception queue at a clearing broker, resolving 30–40 NIGO rejects daily by coordinating with deliveri12
  6. 6Performance & Reporting AnalystYou rebuild a wirehouse's GIPS-compliant composite structure in Orion, reconciling five years of historical returns agai9
Compliance & platform

The advisor-tech and compliance edge of the stack.

  1. 1Advisor Tech Specialist / Advisor EnablementYou manage the advisor tech stack at a 200-advisor independent wealth firm, rolling out a new eMoney integration to Sale19
  2. 2Compliance Technology Analyst — Wealth / RegTechYou implement Actimize transaction monitoring rules at a registered investment advisor acquiring an RIA in Texas, tuning19
Future / Agentic

Roles that emerge as advisor-facing AI agents become production-ready.

  1. 1RIA Automation ArchitectDecides what an RIA automates next, what stays human, and how the two hand off.38
  2. 2Planning Co-Pilot Product ManagerOwns the product that turns a planning conversation into a live, compliant draft plan.37
  3. 3LLM Eval Engineer — WealthBuilds the benchmark suite that proves a wealth AI doesn't hallucinate around money.35
  4. 4Advisor Agent OperatorRuns the human-in-the-loop layer between advisor-facing AI agents and the book of business.31
  5. 5Wealth Workflow DesignerDesigns agent-ready processes that keep advisors accountable without drowning them in clicks.28
  6. 6Compliance Prompt AuditorReviews and signs off on the prompts and tool calls that touch client advice.21
LegendTodayFuture / agenticBrowse all roles →