Talent & Skills · Skills Heat
Where the skill gap pays.
Every skill wealth-tech actually pays for, grouped by category and shaded by demand × how badly generic courses miss it. Sand = safe, Clay = hot.
Eratap to apply
Filter to skills paying now versus emerging as agents mature.
Platform & Ops
19 skillsWealth Management Lifecycle & Operations64RIA / Broker-Dealer Back-Office Operations53Custodian integration fluency49PMS platform fluency39Envestnet / Tamarac (Rebalancing, Trading & Reporting)36Drift bands & model assignment36PMS data model fluency34Tiered / blended fee billing33Agile / Scrum Delivery in Financial Services32Black Diamond Wealth Platform (SS&C Advent)32Suitability & Regulation Best Interest (Reg BI) Workflows32Tax-lot & wash-sale logic31TWR vs MWR performance30Salesforce FSC & wealth CRMs30NIGO / exception-handling ops29eMoney / MoneyGuidePro Financial Planning Platforms29Organizational Change Management (Prosci / ADKAR)27BlackRock Aladdin Wealth (Portfolio Risk & DPM)25Broadridge Wealth Platforms (RPM / R-Wealth)22
Data & AI
12 skillsData reconciliation across silos42SQL for Financial Data Querying34ETL / ELT Pipeline Design for Financial Data31RAG over filings & policies27dbt + Snowflake for Wealth Data Warehousing26Alternative Investment Data Operations26Agentic AI workflow design23Portfolio Attribution Analysis23Databricks / Apache Spark for Wealth Analytics21ML for portfolio analytics20Monte Carlo intuition19Vector Databases for Financial Knowledge Systems16
Compliance
6 skillsProduct
8 skillsClient-facing
3 skillsEngineering
11 skillsPMS read/write API patterns36Python for finance32Legacy system migration31Cloud (AWS / GCP / Azure) for FS29Custodial Data Aggregation Platforms (Yodlee, Plaid, Orion Data)28Financial Data Standards (FDX, SWIFT, FIX, ACORD)27JSON / XML Data Mapping & Transformation26OAuth 2.0 / SAML SSO Enterprise Identity Integration24Webhook & Event-Driven Architecture for Financial Platforms24iPaaS / Middleware for Wealth Stack Integration (MuleSoft, Boomi)21FIX Protocol for Order Routing18