Pick a capability. Build a skill stack. Watch roles fill up.
Six pillars of a WealthTech consultant — roles & workflows, vendor platforms, data, system integration, build-vs-buy, legacy migration. Pick the skills with the widest demand-vs-gap spread and watch roles fill up live.
Today's sweet-spot skills — high demand, poorly taught.
- #174 scoreWorkflow articulationDetect → Model → Decide → Execute → Document → ReconcileBoxing your own workflow into stages an agent can execute under your supervision — the agentic-era skill that separates operators who stay in front of automation from those who get eaten by it.
- #264 scoreWealth Management Lifecycle & OperationsEnd-to-end understanding of how accounts are opened, funded, managed, and closed across RIA, BD, and private-bank channels including KYC, onboarding, billing, and servicing.
- #353 scoreRIA / Broker-Dealer Back-Office OperationsPractical knowledge of clearing, settlement, trade confirmation, client reporting, and compliance workflows specific to registered investment advisers and broker-dealers.
Find your role DNA
Six questions → your top-two role matches and a personalized path.
StartSalary Lab
Role × city × skill stack. Compare NYC vs Gurgaon. See which skill earns the biggest bump.
Open labWorkflow articulation
Boxing your own workflow into stages an agent can execute under your supervision — the agentic-era skill that separates operators who stay in front of automation from those who get eaten by it.
Deep-diveHow the work actually happens
The practical breakdown per capability — operations, features, vendors, segment intensity, and where each maps to skills and roles. Anchored in industry research, not a vibes-based opinion.
How financial planning actually gets shipped — for the product, engineering, and ops people who build the software, not for would-be planners. Enough fluency to spec features, run vendor discovery, and make build-vs-buy calls.
Scanning returns, identifying opportunities, modeling scenarios, executing strategies, documenting for CPAs.
Drift detection, tax/constraint checks, order generation, pre-trade compliance, execution, allocation, reconciliation.
Custodial data, reconciliation, performance calc, fee calc, invoicing, statements.
Trade surveillance, communications archiving, marketing review, code of ethics, Reg BI documentation.
Browse by capability
59 skills · 21 rolesAll capabilities — same axis Atlas uses. Pick one to narrow the grid.
Skills
Writing and optimizing SQL queries against investment data warehouses covering positions, transactions, performance, client demographics, and fee data.
End-to-end understanding of how accounts are opened, funded, managed, and closed across RIA, BD, and private-bank channels including KYC, onboarding, billing, and servicing.
REST / SFTP / webhook patterns to read positions and write trades back into Orion, Tamarac, Addepar et al.
Boxing your own workflow into stages an agent can execute under your supervision — the agentic-era skill that separates operators who stay in front of automation from those who get eaten by it.
pandas, numpy, scikit-learn applied to financial data engineering.
Applying sprint-based delivery, backlog management, user story writing, and stakeholder ceremonies in regulated wealth and fintech environments.
Practical knowledge of clearing, settlement, trade confirmation, client reporting, and compliance workflows specific to registered investment advisers and broker-dealers.
Building, prioritizing, and communicating a product roadmap for a wealth technology platform, balancing advisor needs, regulatory constraints, and technical feasibility.
Roles — sorted by your match
Tap + on any skill to start filling roles.
Roles hiring right now — from real recent JDs.
Implementation & delivery
Land the platform: onboarding, integrations, cutovers, adoption.
🗺️WealthTech Technical Consultant
The person big banks call to unblock a stalled platform migration.
🛠️Implementation Consultant (PMS / CRM / Planning)
You lead a mid-sized RIA's 90-day onboarding onto Black Diamond, configuring billing rules, mapping custodial data feeds
🔌Integration Engineer / Systems Integrator — Wealth
You build a nightly ETL pipeline at an RIA aggregator that pulls positions from five custodians via API and reconciles t
Product & strategy
Decide what to build, what to buy, what to kill.
🧭WealthTech Product Manager
Owns the roadmap where Pershing, Orion, and the LLM all meet.
🎛️Program Manager
Lands the 24-month modernization without missing a quarter-end.
🧱Solution Architect
Designs the seams between custodian, OMS, CRM, and the LLM layer.
Data & analytics
Move, model, and reason over wealth data.
📊FinTech Data Analyst
Turns broken custodian feeds into board-ready dashboards.
🧮Quant Developer
Ships the model, the back-test, and the production guardrails.
🧱Analytics Engineer (Snowflake / dbt for Wealth)
You own the dbt layer at a fintech that aggregates data from Schwab, Fidelity, and Pershing, building the models that po
Advisor-facing operations
Keep the household running: NIGO, trades, performance, planning.
📒Fund Accountant (modernization)
Closing the books on a real-time ledger that didn't exist 18 months ago.
🪜Wealth Planning Technologist
CFP-adjacent operator who configures eMoney/MoneyGuide, owns the advisor workflow, and bridges planning to the wider tech stack.
📥Operations Analyst — NIGO / ACAT / Account Transfers
You work the ACAT exception queue at a clearing broker, resolving 30–40 NIGO rejects daily by coordinating with deliveri
Compliance & platform
The advisor-tech and compliance edge of the stack.
🎚️Advisor Tech Specialist / Advisor Enablement
You manage the advisor tech stack at a 200-advisor independent wealth firm, rolling out a new eMoney integration to Sale
🛡️Compliance Technology Analyst — Wealth / RegTech
You implement Actimize transaction monitoring rules at a registered investment advisor acquiring an RIA in Texas, tuning
Operator-grade, not generic.
Generic courses teach "what does a PMS do." We teach the positions file, the write endpoint, the NIGO triage, the RFP scorecard, and the Tuesday-morning fire — across PMS, CRM, planning and custody categories. Vendor names stay as examples; the lesson is portable.
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30-min consult — mock interviews, portfolio review, role-specific prep.
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