Ares Management

Head of Instutional and CRM Technology

Ares Management  •  $300k - $350k/yr  •  New York City, NY (Onsite)  •  2 months ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Ares is seeking a principal-level technology leader to serve as Head of InstitutionalandClient Relationship Management(CRM)Technology, responsible for thestrategyand delivery ofcapabilities that supportthe firm’s institutional client and investor workflows

This role willpartner with business and technology leadership to define anddeliverplatforms tosupport the full lifecycle of institutional investor engagement—from prospecting and fundraising(sales, sales enablement, marketing)throughinvestor onboarding and post-close investor relationship management

Reporting to the Managing Director, Head of Client / Investor Technology, thesuccessful candidatewillalsoserve as the senior technology owner for the firm’s institutional CRM ecosystem, partnering closely withthe Head of Wealth Management and Analytics Technology, Global Client Solutions, Investor Relations, Capital Formation, Client Operations, and Marketing teamsacross Institutional and Wealth/Retail channelsto deliver a highly scalable and integrated platform that powers fundraising and client engagement.

This role is a hands-on technology leaderresponsible for defining platform architecture,establishingdevelopment standards, and leading a high-performing team of architects, developers, and analysts The leader will support complexalternativesfundraising workflows, institutional client management, pipeline visibility, and data-driven investor engagement across the global platform.

The successful candidate brings deepexpertisein engineering within asset management oralternativesfirms, combined withstrongunderstanding of institutional fundraising processes, investor relationship management, and enterprise CRM data architecture. This role requires a leader who can balance platform engineering rigor, business partnership, and long-term platform strategywith incremental delivery of business value, ensuring that the ecosystem becomes a durable and scalable foundation for Ares’ institutional distribution capabilities.

Reports to:
Managing Director, Head of ClientPlatforms

PRIMARY FUNCTIONS & RESPONSIBILITIES:

Institutional Technology Strategy

  • Own the strategy, architecture, and delivery of the firm’s institutional platform,includingthe system of record for institutional investor engagement and fundraising activity.

  • Partner closely with Global Client Solutions, Investor Relations, Capital Formation, and Marketing leadershiptotransforminstitutional distribution priorities into scalable capabilities.

  • Support the full institutional lifecycle including:

  • Prospecting and pipeline development

  • Fundraising campaign management

  • Investor targeting and engagement

  • Fund marketing and opportunity tracking

  • Investor onboarding and documentation

  • post-close investor relationship management

CRMArchitecture & Platform Engineering

  • Serve as the senior technology authority for the firm’s Salesforce platform architecture, ensuring scalability, reliability, and alignment with enterprise technology standards.

  • Define and enforce Salesforce development standards, governance models, and architectural patterns

  • Lead the design and development of Salesforce capabilities supporting complex alternatives fundraising workflows, including:

    • Investor pipeline management

    • Opportunity and fundraising tracking

    • Investor relationship management

    • Capital commitments and allocation workflows

    • Fundraising reporting and analytics

    • Ensure the Salesforce ecosystem integrates seamlessly with data platforms

    • Ensure the CRM platform provides end-to-end transparency into investor engagement and fundraising performance

CRM Data Architecture & Integration

  • Define the data architecture and governance model for institutional CRM data, ensuring high-quality, trusted data acrossinvestorand fundraising workflows.

  • Partner closely with Data & AI teams to ensure CRM data integrates with enterprise data platforms and analytics environments

  • Drive the development of a robust investor data modelsupporting client hierarchies, relationships, mandates, and investment history.

  • Ensure seamless integration across key enterprise platforms including:

  • Marketing automation and campaign management tools

  • Client reporting platforms

  • Investor portals

  • Data warehouses and analytics environments

Platform Architecture & Engineering Delivery

  • Partner with platform engineering and architecture teams to ensure technology platforms are scalable, secure, and integrated with enterprise systems

  • Establish modern development practices including:

  • CI/CD for Salesforce development

  • Automated testing and release management

  • Platform observability and monitoring

    • Vendor and package governance

    • Agile program management, including data-driven improvements to SDLC

    • Drive modern platform architecture supporting:

    • Cloud-native applications

    • API-based integration

    • Data-driven distribution platforms

    • Secure advisor and client data environments

    • Partner with the Data and Artificial Intelligence team to stay abreast of the evolving AI landscape, appropriatelyidentifyingandleveragingsolutions that will enhance developer productivity andbusiness outcomes

    Leadership & Culture

    • Build and lead a high-performingteam of architects, developers,productmanagersand business analyststo support thefirmsinstitutional business

    • Becomea trusted partner and collaboratorwith senior business leadersacrossGlobal Client Solutions, Investor Relations, Client Operations, and Marketing teams

    • Foster a culture of engineering excellence, platform ownership, and continuous improvement

    • Act as a senior technology leaderrepresentCRM platform priorities within broader enterprise technology governance forums.

    • Align technology strategy, platforms, and deliverables to business outcomes

    • Manage relationships with software and consulting vendors

QUALIFICATIONS:

Experience& Background

  • 15+ years of progressive technology experience with significant leadership responsibility inenterprise application development

    • Deep experience implementing and operating Salesforce platforms within asset management, alternatives, or financial services firms

    • Strong familiarity with institutional fundraising and investor relationship workflowswithin asset management.

    • Proven experience leading teams of architects, developers, and analysts

    • Demonstrated success building scalable CRM platforms supporting complex global distribution organizations.

    Technical & Strategic Expertise

    • Deepexpertisein Salesforce architecture, platform development, and enterprise CRM ecosystems

    • Experience integrating CRM platforms with data platforms, analytics systems, marketing tools, and client engagement platforms

    • Familiarity with data platforms, analytics environments, and data science capabilitiessupporting advisor segmentation and sales insights.

    • Strong appreciation for data governance, security, and regulatory requirementsin financial services.

    Education

    • Bachelor’s degreerequired, advanced degree preferred.

    • Background in Engineering, Computer Science, Information Systems, or related technicaldisciplinestrongly preferred.

Reporting Relationships

Managing Director, Head of Client Platforms

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$300,000 - $350,000

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Ares Management

About Ares Management

Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of September 30, 2025, Ares Management Corporation's global platform had approximately $596 billion of assets under management with approximately 4,200 employees operating across North America, South America, Europe, Asia Pacific and the Middle East.

Cybersecurity & Fraud Prevention: https://www.aresmgmt.com/fraud-awareness

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Los Angeles, CA
Year Founded
Unknown
Social Media