Tech Stack Engineer (Salesforce, WealthTech)
Core
Design, develop, and maintain Salesforce solutions and integrations within a WealthTech ecosystem to support business decisions and data governance.
Role type
Salesforce Platform Engineer (WealthTech)
Builds
Custom Salesforce objects, flows, integrations with eMoney/Addepar/DocuSign, and data models.
Domain
Financial Services / WealthTech
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Salesforce platform development, Apex, declarative tools (Flows, validation rules), data architecture, systems integration, troubleshooting, root-cause analysis, data migration, stakeholder engagement, data quality management.
Preferred skills
Experience in RIA/wealth management, eMoney, Addepar, DocuSign, LaserApp, Wealth.com, M&A integrations, enterprise system consolidation.
Technologies
Apex, Salesforce, DevOps, eMoney, Addepar, DocuSign, LaserApp, Wealth.com
Responsibilities
Customize Salesforce objects, fields, workflows, and automation; build and maintain integrations with external systems; create reports and dashboards; support data migration and onboarding; resolve data quality issues; document system configurations; participate in solution design, testing, and deployment.
Seniority
Mid-level, hands-on IC