Every WealthTech role we track.

Decides what an RIA automates next, what stays human, and how the two hand off.

Owns the product that turns a planning conversation into a live, compliant draft plan.

The person big banks call to unblock a stalled platform migration.

Runs the human-in-the-loop layer between advisor-facing AI agents and the book of business.

Designs agent-ready processes that keep advisors accountable without drowning them in clicks.

You design a 6-month Prosci-based change programme for UBS's rollout of an agentic AI assistant to 3,000 wealth advisors

You own the dbt layer at a fintech that aggregates data from Schwab, Fidelity, and Pershing, building the models that po

Owns the roadmap where Pershing, Orion, and the LLM all meet.

Lands the 24-month modernization without missing a quarter-end.

You lead operations at a fast-growing RIA that has made three acquisitions in 18 months, integrating four separate tech

CFP-adjacent operator who configures eMoney/MoneyGuide, owns the advisor workflow, and bridges planning to the wider tech stack.

You build a nightly ETL pipeline at an RIA aggregator that pulls positions from five custodians via API and reconciles t

You write the epics and user stories for a private bank's suitability-assessment module rebuild, facilitating workshops

You manage the advisor tech stack at a 200-advisor independent wealth firm, rolling out a new eMoney integration to Sale

Closing the books on a real-time ledger that didn't exist 18 months ago.

You lead a mid-sized RIA's 90-day onboarding onto Black Diamond, configuring billing rules, mapping custodial data feeds

You run morning trading for a TAMP's centralized trading desk, generating model-driven rebalance trades across 8,000 acc

You work the ACAT exception queue at a clearing broker, resolving 30–40 NIGO rejects daily by coordinating with deliveri

You rebuild a wirehouse's GIPS-compliant composite structure in Orion, reconciling five years of historical returns agai