Wealth management firm seeks a Lead Salesforce Engineer to own the delivery and evolution of its RIA CRM platform. Hands-on leadership role: architecting, configuring, and extending customized Salesforce environments while overseeing implementation, QA, data migrations, integrations, and outside developers.
Responsibilities
- Architect, configure, and support multiple customized Salesforce instances; design scalable CRM solutions balancing firm-specific needs with platform standards.
- Build automation and functionality via Flow, custom objects, validation rules, Lightning pages, reports, and dashboards; extend with custom development where needed.
- Build and maintain CRM integrations; lead data migrations (export, transformation, validation, loading, reconciliation).
- Lead CRM onboarding and system conversion projects from scope to production.
- Scope requests, plan and oversee the implementation team, and own QA and release standards.
- Manage external Salesforce vendors to scope, timeline, quality, and budget; track risks and communicate status.
- Maintain documentation standards; mentor Implementation Specialists and grow the CRM capability.
Requirements
- 5+ years hands-on Salesforce, deep in declarative development and admin across complex environments.
- Experience with customized or multi-instance environments.
- Direct experience with Practifi, Financial Services Cloud, or a comparable financial services platform on Salesforce.
- Experience leading admins, implementation specialists, or outside developers.
- Proven delivery of client-facing implementations on committed timelines.
Preferred
- Wealth management, RIA, or fintech experience; Salesforce Advanced Admin / Platform App Builder certification.
- Apex, LWC, or API/custom integration experience.
- Experience leading data migrations and system conversions.
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
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