Salesforce Wealth Master Engineer & Technical Team Lead
Core
Senior technical leader and hands-on engineer owning the Salesforce Wealth platform, driving Sales Enablement initiatives, integrations, and modernization for a major financial institution.
Role type
Senior IC Salesforce Master Engineer & Technical Team Lead
Builds
Scalable, secure Salesforce solutions for Wealth Management and Sales Enablement
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | infrastructure
Required skills
Salesforce architecture, custom development, integrations, data management, security, team leadership, Agile delivery, stakeholder management
Preferred skills
Financial Services Cloud, Agentforce, Data 360, large-scale integrations, AI governance
Technologies
Salesforce, Envestnet, AI tools
Responsibilities
Lead and mentor a team of Salesforce engineers; own technical architecture and roadmap for Wealth solutions; drive complex integrations and modernization; manage vendor relationships; champion AI and automation adoption; oversee release management and operational readiness.
Seniority
Senior, hands-on IC with team leadership