Skills · All roles
Every AssetTech 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.
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6 roles- 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 - 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 - 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