Note: The job is a remote job and is open to candidates in USA. KeyBank is a financial services company providing banking, investment management, consumer finance, and investment banking products and services. The Salesforce Wealth Master Engineer & Technical Team Lead will provide senior technical and people leadership for the Salesforce Sales Enablement domain, owning architecture, delivery, modernization, stakeholder management, and innovation across the Salesforce Wealth platform.
Responsibilities
- Own technical leadership for the Salesforce Wealth domain
- Lead and grow a team of Salesforce engineers supporting Wealth initiatives
- Drive the technical roadmap, architecture, and modernization strategy
- Partner closely with business, technology, and vendor stakeholders
- Ensure high-quality, scalable, and secure Salesforce solutions
- Champion innovation, including advanced platform capabilities and AI-enabled solutions
- Lead and manage Salesforce engineers supporting Wealth squads
- Provide coaching, and mentorship for team members
- Foster a culture of technical excellence, collaboration, and continuous improvement
- Support hiring, onboarding, and team capacity planning
- Own and influence architecture, design, and implementation of Salesforce Wealth solutions
- Ensure platform health, performance, scalability, and security
- Establish and enforce engineering standards, best practices, and governance
- Perform and oversee code reviews across all levels of engineers
- Design and implement complex solutions using both configuration and custom development
- Own technical delivery for the Sales Enablement program on the Salesforce Wealth platform
- Lead complex, cross-functional initiatives including third-party integrations
- Manage technical dependencies, risks, and delivery tradeoffs
- Partner with product and business leaders to align technology to business outcomes
- Oversee release management, support models, and operational readiness
- Build strong, trust-based relationships with business leaders, product owners, and technology partners
- Collaborate with enterprise architecture, data, security, and risk partners
- Manage external vendors and partners supporting Wealth initiatives
- Translate complex technical concepts into clear business-level communication
- Champion adoption of new Salesforce capabilities and emerging technologies
- Drive responsible use of AI and automation on the Salesforce platform
- Lead proof-of-concepts and pilot initiatives for new capabilities
- Continuously identify opportunities to simplify, modernize, and improve the platform
Skills
- Bachelor's degree in Computer Science or equivalent practical experience
- 10+ years of overall IT experience
- 7+ years of deep, hands-on Salesforce platform experience
- Strong expertise in Salesforce architecture, custom development, integrations, data, and security
- Proven experience leading large, complex Salesforce implementations
- Demonstrated team leadership, coaching, or team lead experience
- Experience working in highly regulated or complex enterprise environments
- Strong communication skills and ability to partner effectively with diverse stakeholders
- Experience with Agile delivery methodologies and full SDLC ownership
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs
- Hybrid (2+ days)
- Salesforce certifications (Administrator, Platform Developer, Architect, Financial Services Cloud, Agentforce, Data 360)
- Experience supporting Wealth Management or Financial Services platforms
- Experience with large-scale integrations and data orchestration
- Familiarity with AI-enabled Salesforce capabilities and governance considerations
- Experience influencing platform strategy and enterprise-level technical roadmaps
Benefits
- Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
- Hybrid work arrangement (2+ days).
- Flexible options in circumstances where roles can be performed effectively in a mobile environment.
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