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.
- FutureRIA Automation Architect
Decides what an RIA automates next, what stays human, and how the two hand off.
Heat 38US mid ~$185kAgentic AI workflow designBuild-vs-buy evaluationPMS platform fluencyWealth Management Lifecycle & OperationsRequirements gathering & PRDs - 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 - TodayWealthTech Technical Consultant
The person big banks call to unblock a stalled platform migration.
Heat 32US mid ~$210kLegacy system migrationBuild-vs-buy evaluationPMS platform fluencyVendor / RFP scoringCloud (AWS / GCP / Azure) for FS - TodaySolution Architect
Designs the seams between custodian, OMS, CRM, and the LLM layer.
Heat 32US mid ~$220kCloud (AWS / GCP / Azure) for FSLegacy system migrationAgentic AI workflow designBuild-vs-buy evaluationRAG over filings & policies - 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 - TodayWealthTech Product Manager
Owns the roadmap where Pershing, Orion, and the LLM all meet.
Heat 27US mid ~$180kRequirements gathering & PRDsBuild-vs-buy evaluationPMS platform fluencyAgentic AI workflow designVendor / RFP scoring - TodayProgram Manager
Lands the 24-month modernization without missing a quarter-end.
Heat 25US mid ~$165kLegacy system migrationRequirements gathering & PRDsSEC / FINRA regulatory framingBuild-vs-buy evaluationPMS 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 - TodayBusiness Analyst — Wealth Operations
You write the epics and user stories for a private bank's suitability-assessment module rebuild, facilitating workshops
Heat 19US mid ~$100kRequirements gathering & PRDsWealth Management Lifecycle & OperationsAgile / Scrum Delivery in Financial ServicesTarget Operating Model (TOM) DesignSuitability & Regulation Best Interest (Reg BI) Workflows - 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