Client Platform Applications Architect
Core
Principal technology leader defining strategy and delivery of institutional CRM platforms to support the full lifecycle of investor engagement, from prospecting and fundraising through post-close relationship management.
Role type
Principal-level Head of Institutional CRM Technology
Builds
Scalable Salesforce ecosystem and integrated data platforms for institutional fundraising and client engagement
Domain
Asset Management / Financial Services / Enterprise CRM
Deliverable
production ML models | product features | dashboards & analysis | infrastructure
Required skills
Salesforce architecture, enterprise CRM ecosystem design, institutional fundraising workflows, data governance, team leadership, cloud-native application design, API integration, CI/CD practices, Agile program management
Preferred skills
Asset management or alternatives firm background, data science capabilities, AI landscape knowledge
Technologies
Salesforce, data warehouses, marketing automation tools, client reporting platforms, investor portals
Responsibilities
Own strategy and architecture of the institutional platform, define Salesforce development standards and governance, lead design of fundraising workflows, drive data architecture and integration with enterprise systems, establish modern development practices, build and lead a high-performing team of architects and developers
Seniority
Principal, hands-on IC with strategy & mentorship