Director, Engineering (Salesforce)

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors’ partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment professionals, and operations experts working to help our clients stay at the pioneering front of wealth management.

The Opportunity

AssetMark is seeking an experienced Director, Engineering, to lead an engineering team for our salesforce implementation. In this role, you will be responsible for building, managing, and developing a high-performing team of engineers while driving architectural decisions and technical execution for our salesforce implementations. As a key leader within the engineering organization, you will partner closely with a Director of Product to translate business requirements into technical solutions that advance AssetMark's wealth management platform capabilities, with specific focus on Financial Service Cloud.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and is close to our Charlotte, NC office.

Key Responsibilities

• Core Responsibilities
  • Lead multiple engineering teams or complex product areas
  • Define and implement technical strategy, establish engineering processes and standards, while aligning engineering execution to business goals.
  • “In the weeds” across sprint planning, story grooming, technical implementations, and other sprint ceremonies
  • Brings urgency, clarity and focus and resolution to incidents/outages involving team owned systems
• Technical Design & Implementation
  • Oversee technical design across multiple teams, review and approve complex architectural decisions, establish technical standards and best practices.
  • Balances short-term delivery with long-term tech health
  • Creates a culture of handling security, design, privacy, stability and quality coding ‘by default' with teams
• Engineering Process & Execution
  • Defines and implements engineering processes, create measures that improves team productivity.
  • Allocate engineering resources effectively, identify and mitigate delivery risks.
• Technical Strategy & Roadmap
  • Serves as the ‘eye of the storm’ for balancing forward product velocity, tech debt reduction, strategic improvements, and other demands on teams time
  • Develops short-, medium- and long-term technical roadmaps
  • Leverages industry experience to inform technical strategy and implementations
• Stakeholder & Team Collaboration
  • Partner with product leaders on strategic initiatives, communicate technical vision to non-technical stakeholders, resolve cross-team technical conflicts.
• Leadership & Communication
  • Build and develop engineering teams, coach the junior team members, establish career paths and support recruitment as required.

Knowledge, Skills, Abilities:

• Deep understanding and experience of working on Financial Service cloud on Salesforce.
• Understanding of wealth management is a definite plus
• Strong technical background with experience implementing modern software architectures, including microservices, APIs, and cloud-native applications, especially hands on experience in Salesforce clouds – Sales Cloud, Service Cloud, Experience Cloud, etc.
• Experience modernizing legacy systems and leading technical transformation initiatives
• Excellent communication skills with ability to translate complex technical concepts for various audiences
• Track record of successful collaboration with product management and business stakeholders
• Experience implementing and optimizing agile development methodologies

Qualifications & Experience

• 15+ years of software engineering experience using Sales Cloud, Service Cloud or Financial Services Cloud with 4+ years in engineering management roles
• Experience leading teams of 10+ engineers in a product-oriented environment
• At least 2 years’ experience building technology solutions using Financial Service Cloud.
• Bachelor’s degree in computer science, Engineering, or related field, or equivalent experience

Why Join AssetMark?

• Make significant impact by leading key technology initiatives at a growing wealth management platform
• Work with a collaborative leadership team committed to transforming the advisor technology landscape
• Drive the development of innovative solutions that empower financial advisors and their clients
• Lead a talented engineering team with opportunities to shape engineering culture and practices
• Advance your career in a supportive environment that values technical excellence and leadership
• Comprehensive benefits package including competitive compensation, healthcare, and retirement plans

Compensation: The Base Salary range for this position is between $205,000-$225,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.