The rise of wealth tech jobs reflects a broader shift in how individuals and institutions access investment services. As digital wealth management platforms scale across markets, firms are hiring professionals who can combine financial expertise with technology, data, and product capabilities. 

Traditional finance hiring remains active, particularly throughout private banking and investment management. However, growth rates in digital investing and financial planning technology are outpacing many legacy segments. Wealth platforms are expanding product suites, entering new geographies, and investing heavily in user experience and automation. 

For candidates, this shift really matters. Wealth tech offers exposure to innovation, cross functional collaboration, and scalable impact. Professionals who previously built careers in banks, asset managers, or advisory firms are now considering investment technology jobs that sit at the intersection of finance and software. 

What wealth tech covers 

• Wealth tech spans platforms and tools that modernize how clients plan, invest, and manage assets. This includes: 
• Digital wealth management platforms and robo advisory services 
• Portfolio analytics and performance reporting tools 
• Financial planning technology for advisers and end clients 
• Direct to consumer digital investing applications 
• Back-end infrastructure that supports onboarding, compliance, and reporting 

While traditional wealth management focuses on relationship led advisory models, wealth tech integrates automation, data science, and cloud-based systems to improve scale and efficiency. 

As a global talent partner across wealth management and financial technology, Selby Jennings supports firms building teams that combine these capabilities. 

How do these firms operate differently from traditional finance 

Wealth tech firms typically operate with flatter structures and product-centric models. Decision-making is often driven by data, user metrics, and release cycles rather than annual planning frameworks. 

Key differences include: 

• Agile product development and shorter iteration cycles 
• Greater reliance on engineers, data scientists, and product managers 
• Integrated compliance and risk functions embedded into platform design 
• Remote and hybrid teams across multiple jurisdictions 

Traditional private banks and wealth managers remain relationship-driven, with hiring focused on senior private bankers, investment advisers, and portfolio managers. In contrast, wealth tech firms are hiring for platform build-out, automation, and digital distribution. 

Drivers of this growth 

Several structural trends are accelerating fintech hiring within the wealth space: 

Changing client expectations

Investors increasingly expect real-time access, intuitive interfaces, and transparent reporting. Digital investing tools meet these expectations at scale. 

Intergenerational wealth transfer

Younger investors are more likely to adopt app-based platforms and hybrid advisory models, prompting firms to invest in financial planning technology. 

Cost pressure and margin compression

Automation through portfolio analytics and algorithmic rebalancing reduces operational overheads. 

Regulatory and reporting complexity

Technology-driven compliance workflows support scalable onboarding and monitoring, particularly for cross-border client bases. 

Global expansion of investment platforms

Firms are building hubs in North America, Europe, and APAC to access engineering talent and enter new markets. 

Why traditional finance is growing more slowly 

Traditional wealth and private banking continues to hire, particularly for revenue-generating roles and leadership mandates. However, several factors have moderated growth: 

• Higher capital requirements and regulatory scrutiny 
• Slower digital transformation cycles in large institutions 
• Mature client bases in certain regions 
• Consolidation among banks and advisory firms 

This does not signal decline. Rather, growth in legacy institutions is more measured. Many established firms are now building in-house digital capabilities or partnering with fintech providers, which in turn drives demand for hybrid profiles who understand both advisory models and technology infrastructure. 

Roles growing fast in wealth tech 

Demand for wealth tech jobs is concentrated in areas that support platform build-out and digital scale. High growth roles include: 

• Product managers focused on digital wealth management platforms 
• Software engineers and full-stack developers 
• Data engineers and data scientists supporting portfolio analytics 
• UX and UI specialists within digital investing applications 
• Implementation and solutions consultants for financial planning technology 
• Compliance and risk professionals with fintech exposure 

As platforms mature, hiring is also increasing for commercial and distribution roles, including partnerships and institutional sales. 

Skills candidates need 

Professionals looking to move into investment technology jobs should demonstrate: 

• Strong understanding of asset classes, portfolio construction, and client suitability 
• Experience with portfolio analytics tools and data visualization platforms 
• Familiarity with APIs, cloud infrastructure, or SaaS models 
• Knowledge of regulatory frameworks across wealth management markets 
• Ability to work cross-functionally with engineering, compliance, and commercial teams 

Candidates from private banking, asset management, or financial advisory backgrounds can be highly competitive if they can evidence digital project exposure or product involvement. 

Where are these roles 

Wealth tech hiring is particularly active in: 

• New York, Boston, and Chicago 
• London and Zurich 
• Singapore and Hong Kong 
• Emerging European fintech hubs including Amsterdam and Berlin 

Firms are building regional technology centers while maintaining commercial teams close to key client markets. Hybrid working models are common, broadening the available talent pool. 

Explore wealth tech opportunities 

If you are considering your next move in wealth tech, digital wealth management, or portfolio analytics, Selby Jennings can support your search. We partner with leading platforms, private banks, and investment firms to place professionals across permanent, contract, and multi-hire mandates. 

Explore current opportunities and learn more about our wealth tech recruitment expertise here.

Whether you are transitioning from traditional wealth management or already working within digital investing, our specialist consultants can advise on market trends, compensation benchmarks, and career positioning within this fast-moving market. Take a look at our wealth tech roles here.