About the role
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 automa…