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
The technology team is looking for a Senior Associate to support Ares Wealth Management Solutions (AWMS). In this role, your duties will include managing the AWMS platforms like Salesforce, custom applications and team supporting the platform. A successful candidate for this role will possess a sound understanding of sales, marketing, and client service operations within asset management, strong communication skills, attention to detail, and a self-starting attitude.
PRIMARY FUNCTIONS AND ESSENTIAL RESPONSIBILITIES
Responsible for Salesforce administration, analysis, and support across all AWMS business lines including Sales, Marketing, Shareholder Operations, AREX, FAST, and Strategy Teams.
Upgrading and configuring Salesforce systems for optimized utilization.
Setting up and supporting Salesforce roles, profiles, sharing rules, workflows, and groups.
Managing the data quality of the sales accounts, contacts, and other data within the CRM and SQL based applications.
Evaluating and installing new Salesforce releases, as well as providing training and support.
Engaging with business stakeholders to evaluate their requirements and current challenges, clarify and document business requirements, and help design customized solutions.
Collaborating with team members to provide support for new initiatives, including cross-team workstreams.
Providing best-practice guidance to business stakeholders and internal teams. Identifying opportunities to improve business processes and achieve operational efficiencies.
Establishing strong working relationships with business and technology teams to facilitate adoption and support of technical solutions.
Engaging and actively participating in sprint and release planning discussions; driving efforts to support QA/UAT, user training, and change management throughout all planned iterations.
QUALIFICATIONS
Education:
Bachelor’s degree and/or Master’s in Computer Science, Engineering, or Finance or equivalent experience in the Asset Management industry.
Salesforce Administrator certification is a must.
Experience Required:
A minimum of 8 years of relevant experience in Financial Services, Wealth Management, or Asset Management.
Experience working in Salesforce with standard objects – account, contact, activity, and opportunity.
Working knowledge of .Net applications.
Expert level skills with SQL.
Experience with electronic forms and e-signature processes using Conga and DocuSign.
Experience supporting stakeholders across seniority levels and effectively maintaining communication across projects and support requests.
Working knowledge of the asset management business domain including processes and data - firm/office/rep and transaction data.
Prior experience with alternative asset management is preferred, broader asset management experience is required.
Experience with Agile project management methodologies – Scrum, Kanban.
Experience with Alteryx is a plus.
General Requirements:
Ability to manage challenging workflow in a fast-paced, dynamic organization, managing multiple assignments in a deadline-driven environment.
Strong sense of ownership and accountability.
Inquisitive and committed to continual improvement/learning.
Proficiency in creating Salesforce profiles, allocating roles, and managing access.
Knowledge of importing/managing sales data and generating Salesforce reports is a plus.
Ability to provide Salesforce training and end-user support.
Organizational skills demonstrated ability to manage competing priorities and lead deliverables to completion.
Excellent communication (written, verbal, presentation, documentation) and client service skills; capability of interacting with stakeholders to drive project/task/support engagement.
Ability to work independently within a fast-paced environment with a hands-on approach.
Ability to be flexible in terms of hours to coordinate with team members across time zones.
Comfort in dealing with ambiguity and uncertainty in a dynamic environment.
Dependable, great attitude, highly motivated, and a team player.
Ability to resolve issues with minimal supervision.
Reporting Relationships
Lead Business Analyst, AWMS Systems
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.
$140,000 - $160,000
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.
