Head of Client Technology

Your opportunity The Head of Client Technology is responsible for all client-facing and distribution-related technology in the asset management firm. This role’s remit covers digital client platforms, sales enablement tools, client data management, and marketing technology–essentially, the systems that interface with sales teams and clients and support the firm’s growth. The Head of Client Tech ensures that the firm’s digital presence and tools for client engagement are modern, seamless, and effective in exceeding the expectations of investors and advisors. In an industry where asset managers must “rethink how they connect” with clients and intermediaries, technology is at the heart of that shift. This leader combines engineering acumen with deep insight into client experience, ensuring that digital portals, CRM systems, analytics, and communication platforms are leveraged to personalize outreach and scale the business efficiently. Key Responsibilities Digital Client Experience: Partner with key stakeholders to drive the strategy and development of digital channels for clients. Oversee client-facing platforms such as investor portals, mobile applications, and the public website. Ensure these digital touchpoints offer a superior user experience tailored to the needs of JHI’s global clients. Sales Technology & CRM : Lead the implementation and optimization of sales enablement systems, including CRM platform (Salesforce) and sales analytics tools. Provide the sales team with technology to track interactions, manage pipelines, and access client insights. Ensure the effective use of Salesforce as the “central nervous system” for distribution teams, enabling personalized and timely engagement with advisors and investors. AUM & Sales Analytics: Partner with stakeholders to oversee the development of analytics solutions that track assets under management (AUM), flows, and sales performance. Deliver dashboards and reports that help leadership analyze distribution trends and identify opportunities. Use data intelligence to help prioritize prospects and tailor messaging, recognizing that data-driven insight is key to modern distribution efforts. Client Communications & Content: Manage the technology supporting client communications, such as email campaign systems, retail & client reporting tools, and content management for marketing materials. Ensure the firm can deliver personalized, compliant communications at scale–for instance, via marketing automation platforms or content hubs that equip sales teams with up-to-date fund literature (leveraging tools like Seismic or others for compliant marketing content). Client Master Data Management (MDM): Establish robust client data management practices. Support existing Client MDM system and processes that maintain a single, authoritative source of client information across Janus Henderson. This includes ensuring data quality, integrating client data from various sources (CRM, onboarding systems, AUM & Flows, transaction systems etc.), and enforcing data governance and privacy compliance (important for regulations like GDPR). Marketing Technology: Partner with the Marketing Technology team to support the tech stack for the Marketing team, including campaign automation (email, social media integration), website analytics, and lead generation tools. Oversee use of marketing automation platforms (Pardot) to nurture leads and measure campaign ROI, enabling personalized engagement at scale. Interdepartmental Collaboration: Work closely with Sales, Marketing, CX, Client Service, and Product teams to align technology initiatives with business goals. Gather requirements from these stakeholders and ensure client technology projects address real user needs and pain points. Coordinate with Compliance and Legal to ensure all client-facing technologies and communications meet regulatory standards. Innovation & Client Insights : Keep abreast of industry trends in client-facing technology and Asset Management. Evaluate emerging solutions such as AI-driven client personalization, chatbots for client service, or advanced data analytics for predicting client needs. Introduce innovations that can differentiate the firm’s client experience and support distribution growth, as today’s leading asset management distribution teams are highly tech-driven. Must have skills Education: Bachelor’s degree in Information Technology, Computer Science, Engineering or related field. (An MBA or Master’s in Information Systems is a plus, especially with a focus on digital strategy.) Experience: 10+ years in technology roles with a focus on client-facing systems or digital products. Significant experience in the financial services or asset/wealth management industry is required, given the specialized nature of client interactions and compliance in this sector. Leadership: 5+ years in a leadership position (e.g., heading a digital product team or IT team) managing professionals across software development, systems analysis, or UX design. Demonstrated ability to lead cross-functional teams and manage complex projects end-to-end. Client/Distribution Knowledge : Solid understanding of how asset management products are sold and serviced. Familiarity with the processes of sales teams (wholesaling to financial advisors, institutional sales) and marketing campaigns in the Asset Management Industry. Knowledge of industry-specific concepts like AUM, fund performance metrics, client onboarding, RFPs, and client reporting. Technical Background: Proven experience with implementing or overseeing Salesforce and digital platforms (websites, client portals). Comfortable working with both packaged solutions and custom development. Understanding of data analytics and BI in a sales/marketing context (experience with tools like Tableau, Power BI, or CRM analytics modules). Nice to have skills Asset Management/Wealth Tech: Direct work experience at an asset manager, wealth management firm, or fintech servicing these, focusing on improving client or advisor technology. For example, involvement in rolling out a Financial Services-specific CRM or a client web portal in a prior role. Digital Transformation Projects: Led major initiatives like a website redesign, CRM upgrade, or mobile app launch. Experience integrating disparate systems (for instance, linking a CRM with an email marketing system or client reporting tool) to create a seamless user journey and internal workflow. Data-Driven Marketing: Experience with marketing automation and analytics – e.g., segmentation, campaign management, lead scoring. Familiar with tools for running personalized campaigns, as asset managers increasingly leverage automation to personalize outreach. UX/UI and Design Thinking: Exposure to user experience design and usability testing, ensuring that digital interfaces for clients are intuitive and meet high standards. Possibly worked with designers to craft client dashboards or mobile experiences in finance. Regulatory Considerations: Knowledge of compliance requirements around client communications and data (e.g., record retention rules, privacy laws, anti-spam regulations). Experience ensuring that digital content (website disclosures, email footers, data consent forms) and systems comply with applicable regulations. Technical Skills CRM & Sales Tools: Strong proficiency in Salesforce. Ability to customize CRM workflows, reports, and integrations. Familiarity with sales enablement tools (content management systems like Seismic) and how they integrate with CRMs to support the sales force. Web Technologies: Knowledge of modern web development and mobile app technologies. Not necessarily coding, but understanding frameworks (e.g., content management systems for websites, APIs for data exchange, responsive design, mobile app basics). Ability to oversee web developers or manage vendors handling web/app development. Data & Analytics: Competency in data analysis and interpretation. Able to use or direct the use of analytics tools (Google Analytics for web, CRM analytics, etc.) to glean insights on client behavior. Basic understanding of SQL or data querying to pull data for ad-hoc analysis. Familiar with visualization tools to create dashboards for business users (e.g., sales pipeline dashboards, marketing KPIs). Integration & APIs: Experience ensuring integration among client-facing systems – for example, connecting a client portal to backend portfolio data, or syncing client data between CRM and MDM. Understanding of API usage, middleware, or ETL processes for moving data between marketing, sales, and client service platforms. Security & Privacy : Strong awareness of cybersecurity and data privacy as it relates to client data. Proficient in implementing secure authentication/authorization for client portals (e.g., SSO, multi-factor authentication) and safeguarding sensitive client information. Knowledge of encryption, data masking, and compliance with privacy regulations in system design. Client-Centric Mindset: Deep empathy for client needs and an ability to champion the client’s perspective in technology decisions. Combines a service-oriented attitude with a strategic view of how technology can enhance client satisfaction and trust. Communication & Training: Excellent communication skills to liaise between technical teams and client-facing business units. Capable of explaining technical capabilities to sales/marketing professionals and, conversely, translating business requirements into technical specifications. Adept at creating user training and support strategies for new tools. Collaboration: Strong collaborator who can bring together diverse teams–developers, marketers, salespeople, compliance officers–towards a common goal. Recognizes the importance of partnership with non-IT departments and can manage expectations and deliver results in a matrix organization. Innovation & Adaptability: Forward-thinking and innovative, always on the lookout for new ways to leverage technology for competitive advantage in client engagement. Adaptable to fast-changing digital trends and able to pivot strategy when beneficial. Project Leadership: Skilled in project management and prioritization. Can juggle multiple initiatives and allocate resources effectively. Uses metrics and feedback to adjust plans, ensuring projects deliver expected business value. Leadership & Team Motivation: Inspires and leads a team of IT professionals, business analysts, and possibly external vendors. Sets clear vision and goals for the Client Tech team. Coaches team members, provides constructive feedback, and fosters a culture of excellence, creativity, and accountability. What to expect when you join our firm Hybrid working and reasonable accommodations Generous Holiday policies Paid volunteer time to step away from your desk and into the community Support to grow through professional development courses, tuition/qualification reimbursement and more Maternal/paternal leave benefits and family services Complimentary subscription to Headspace – the mindfulness app Corporate membership to ClassPass and other health and well-being benefits Unique employee events and programs including a 14er challenge Complimentary beverages, snacks and all employee Happy Hours Supervisory responsibilities Yes Potential for growth Mentoring Leadership development programs Regular training Career development services Continuing education courses Compensation information The base salary range for this position is $200,000-$220,000. This range is estimated for this role. Actual pay may be different. This position will be open through May 31, 2026. #J-18808-Ljbffr Imea