Every WealthTech role we track.
Filter by era, cluster, or work function. Each row shows the heat score, US pay midpoint, and the top-6 skills that actually move the needle for the role.
- FuturePlanning Co-Pilot Product Manager
Owns the product that turns a planning conversation into a live, compliant draft plan.
Heat 37US mid ~$175kAgentic AI workflow designPlanning tool fluencyClient discovery & framingSEC / FINRA regulatory framingClient portal UX - FutureAdvisor Agent Operator
Runs the human-in-the-loop layer between advisor-facing AI agents and the book of business.
Heat 31US mid ~$140kAgentic AI workflow designRAG over filings & policiesSEC / FINRA regulatory framingSalesforce FSC & wealth CRMsWealth Management Lifecycle & Operations - FutureWealth Workflow Designer
Designs agent-ready processes that keep advisors accountable without drowning them in clicks.
Heat 28US mid ~$160kAgentic AI workflow designRequirements gathering & PRDsOrganizational Change Management (Prosci / ADKAR)PMS platform fluencyClient portal UX - TodayChange Manager / Adoption Lead — Wealth Tech
You design a 6-month Prosci-based change programme for UBS's rollout of an agentic AI assistant to 3,000 wealth advisors
Heat 28US mid ~$155kOrganizational Change Management (Prosci / ADKAR)Wealth Management Lifecycle & OperationsAgentic AI workflow designAgile / Scrum Delivery in Financial ServicesPMS platform fluency - TodayRIA Operations Lead
You lead operations at a fast-growing RIA that has made three acquisitions in 18 months, integrating four separate tech
Heat 22US mid ~$123kWealth Management Lifecycle & OperationsSalesforce FSC & wealth CRMsPMS platform fluencyCustodian integration fluencyTiered / blended fee billing - TodayWealth Planning Technologist
CFP-adjacent operator who configures eMoney/MoneyGuide, owns the advisor workflow, and bridges planning to the wider tech stack.
Heat 20US mid ~$118keMoney / MoneyGuidePro Financial Planning PlatformsPlanning tool fluencySalesforce FSC & wealth CRMsTax-lot & wash-sale logicWealth Management Lifecycle & Operations - TodayAdvisor Tech Specialist / Advisor Enablement
You manage the advisor tech stack at a 200-advisor independent wealth firm, rolling out a new eMoney integration to Sale
Heat 19US mid ~$105kPMS platform fluencyPlanning tool fluencySalesforce FSC & wealth CRMsWealth Management Lifecycle & OperationsOrganizational Change Management (Prosci / ADKAR) - TodayImplementation Consultant (PMS / CRM / Planning)
You lead a mid-sized RIA's 90-day onboarding onto Black Diamond, configuring billing rules, mapping custodial data feeds
Heat 18US mid ~$93kPMS platform fluencyWealth Management Lifecycle & OperationsCustodian integration fluencySalesforce FSC & wealth CRMsData Migration & Conversion for Investment Platforms