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
About Ares Wealth Management Solutions (AWMS)
Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing and client management activities of investment offerings for the global wealth management channel. With a team of more than 90 professionals and backed by the power and scale of the Ares platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternatives industry. AWMS’ mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry leading credit, private equity, real estate and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with private market solutions that can deliver consistent, long-term growth.
Position Summary
The AWMS Transformation, Innovation and Data Analytics Team is looking for a Business Analyst supporting Ares Wealth Management Solutions (AWMS). In this role, your duties will include working directly with WMS team members within sales, marketing, and client services gathering detailed requirements, performing data analysis, documenting processes, performing acceptance testing, and coordinating with IT to deliver solutions. To succeed in this role you should excel at breaking down problems into actionable steps and be able to explain difficult concepts to technical or non-technical audiences.
A successful candidate for this role will possess a sound understanding of sales, marketing, and client services within asset management, strong communication skills, attention to detail and a self-starting attitude.
Primary Functions and Essential Responsibilities
- Engage with AWMS stakeholders across business lines including Sales, Marketing, Client Services, AREX (Ares Real Estate Exchange) and Strategy Teams to evaluate their requirements and current challenges, clarify and document business requirements, and help design customized solutions
- Manage the quality of the sales accounts, contacts, and other data within the CRM
- Evaluate and coordinate the implementation of solutions and provide training and support
- Collaborate with the team members to provide support for new initiatives, including cross-team workstreams
- Provide best-practice guidance to the business stakeholders and internal team. Identify opportunities to improve business processes and achieve operational efficiencies
- Establish strong working relationships with the business and technology teams to facilitate adoption and support of technical solutions
- Engage and actively participate in the sprint and release planning discussions; Drive efforts to support QA/UAT, user training, and change management throughout all the planned iterations
Qualifications
Education
- Bachelor’s degree in Computer Science, Engineering, or Finance or equivalent experience in Asset Management industry
- Salesforce Administrator certification or experience a plus
Experience Required
- A minimum of 2 years of relevant experience in Financial Services wealth or asset management
- Experience working in Salesforce and other sales enablement technologies (e.g. Allego, Seismic, Pardot/Account Engagement)
- Experience supporting stakeholders across seniority levels and able to effectively maintain communication across projects and support requests
- Working knowledge of 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-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 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
Vice President, Wealth Management Solutions
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.
