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Head of Institutional and CRM Technology

External
Ares Management logoAres Management · New York, NY
Full-timeOn-site1w ago
CRMDocumentationLeadershipMarketing AutomationSalesforce
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About the role

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. Job Description Ares is seeking a principal -level technology leader to serve as Head of Institutional and C lient Relationship Management (CRM) Technology , responsible for the strategy and delivery of capabilities that support the firm's institutional client and investor workflows . This role will partner with business and technology leadership to define and deliver platforms to support the full lifecycle of institutional investor engagement-from prospecting and fundraising (sales, sales enablement, marketing) through investor onboarding and post-close investor relationship management . Reporting to the Managing Director, Head of Client / Investor Technology , the successful candidate will also serve as the senior technology owner for the firm's institutional CRM ecosystem , partnering closely with the Head of Wealth Management and Analytics Technology , Global Client Solutions, Investor Relations, Capital Formation, Client Operations, and Marketing teams across Institutional and Wealth/Retail channels to deliver a highly scalable and integrated platform that powers fundraising and client engagement. This role is a hands-on technology leader responsible for defining platform architecture, establishing development standards, and leading a high-performing team of architects, developers, and analysts . The leader will support complex alternatives fundraising workflows, institutional client management, pipeline visibility, and data-driven investor engagement across the global platform. The successful candidate brings deep expertise in engineering within asset management or alternatives firms , combined with strong understanding 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 strategy with 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 Client Platforms PRIMARY FUNCTIONS & RESPONSIBILITIES: Institutional Technology Strategy Own the strategy, architecture, and delivery of the firm's institutional platform , including the system of record for institutional investor engagement and fundraising activity. Partner closely with Global Client Solutions, Investor Relations, Capital Formation, and Marketing leadership to transform institutional distribution priorities into scalable capabilities. S upport 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 CRM Architecture & 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 across investor and 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 model supporting 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


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