Salesforce Technical Architect - Financial Services

Job Description

We are hiring a Salesforce Technical Architect for one of our Financial Services clients (Wealth Mgmt). This is a full-time permanent role starting ASAP and is a hybrid position with 4 days/week onsite in either Austin TX or Tempe AZ. The role will be paid at an annual salary of $160,000-215,000 plus bonus and benefits. This role is not eligible for sponsorship.

This role partners closely with solution architects, engineering teams, DevOps, data teams, and third-party vendors to deliver robust technical designs, integration frameworks, and automation strategies that enable advisor-centric experiences and operational efficiency.

Key Responsibilities

• Own the technical architecture for Salesforce multi-cloud implementations (FSC, Sales Cloud, Service Cloud, Marketing Cloud, and AI capabilities), ensuring alignment with enterprise standards and best practices.
• Define technical patterns for integrations (API-first, middleware, ETL) between Salesforce and enterprise systems (data lake, 3rd-party applications, legacy platforms).
• Establish and enforce coding standards, CI/CD pipelines, and DevOps practices for Salesforce development.
• Optimize platform performance, data integrity, and security through robust technical designs and governance.
• Collaborate with solution architects to translate business requirements into technical specifications and implementation plans.
• Lead technical design sessions, code reviews, and troubleshooting for complex Salesforce components.
• Implement advanced automation, orchestration, and AI-driven workflows using Salesforce Einstein and compliant Generative AI solutions.
• Ensure adherence to compliance frameworks (FINRA, SEC, GDPR) and Salesforce security models.
• Oversee technical delivery by internal dev teams and external vendors, ensuring quality and scalability.
• Maintain technical documentation, integration diagrams, and architecture blueprints.
• Lead and manage a team of developers/engineers in a high performance environment, mentoring and growing development talent.
• Drive innovation by evaluating emerging Salesforce technologies, DevOps tools, and AI capabilities.
  
  

Required Qualifications

• 8 years of Salesforce technical architecture and development experience.
• Deep expertise in Apex, Lightning Web Components (LWC), Visualforce, and Salesforce APIs.
• Strong experience with multi-cloud implementations (FSC, Sales Cloud, Service Cloud, Data, Cloud, Marketing Cloud).
• Experience designing and implementing AI-powered solutions using Salesforce Einstein, Agent frameworks, LLM integrations, and emerging AI protocols.
• Proven ability to design and implement complex integrations using APIs, middleware, and ETL tools.
• Expertise in Salesforce security models, sharing rules, and data architecture.
• Hands-on experience with DevOps tools (Copado, Azure DevOps) and CI/CD pipelines.
• Strong knowledge of enterprise integration patterns and API-first architecture.
• Experience in wealth management, broker-dealer, or similarly regulated industries.
• Salesforce certifications preferred: Technical Architect (CTA), Application Architect, System Architect, Platform Developer I/II.
• Familiarity with compliance frameworks (FINRA, SEC, GDPR) and data governance.
• Exceptional problem-solving skills and ability to lead technical teams in a matrixed environment.
• Passion for technology innovation, automation, and AI-driven solutions.