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Serve as the Financial Services Cloud solution architect and lead developer: design data models and integrations, build Apex and LWC solutions, enforce development standards, manage org health and releases, collaborate with MuleSoft/Agentforce teams, and mentor developers to meet compliance, performance, and scalability needs.

Execute and support internal trading requests, troubleshoot trading systems, manage urgent operational issues, and collaborate with custodians, brokers, vendors, and internal teams. Support implementation of a rebalancing system by running parallel rebalances and analyzing variances. Maintain system settings, perform operational cross-checks, improve processes, and contribute to software onboarding and technology initiatives.

Support licensed advisors by coordinating client meetings, preparing paperwork and financial plan drafts, gathering client data, researching portfolios, taking meeting notes, and assisting with follow-up to deliver effective wealth management and develop advisor skills.

Support a wealth advisor team to create customized financial plans and portfolios for high-net-worth clients. Conduct research and analysis, execute client requests, maintain client relationships, participate in sales efforts, and develop proficiency with investment and financial planning software.

The Senior Wealth Advisor will lead a wealth management team to create wealth plans, cultivate client relationships, and mentor associates. Responsibilities include client meetings, providing comprehensive advice to high-net-worth clients, and participating in business development.

The Senior Wealth Advisor will lead a team to develop wealth plans, manage client relationships, and provide tailored investment strategies to high-net-worth clients.

The Senior Wealth Advisor leads a team to create financial strategies for high-net-worth clients, fostering relationships and mentoring staff.

Own configuration, governance, and optimization of the enterprise Slack workspace. Manage user provisioning, channels, apps, Workflow Builder automations, Slack Connect, and Slack/Salesforce FSC integrations. Enforce compliance and data retention with Legal/Compliance/IT Security, monitor usage analytics, serve as Slack SME and escalation point, and maintain integration and governance documentation.

Develop, administer, optimize, and support a Salesforce Financial Services Cloud environment for approximately 100 users. Responsibilities include user and security administration, data integrity, reporting, user training, Apex and Lightning Web Components development, Flow automation, FSC customization, third-party integrations, Einstein 1 AI use cases, and Data Cloud client-profile management.

Senior HR leader responsible for HR technology strategy, HRIS/HCM and payroll oversight, HR operations, compliance, workforce analytics, acquisitions/divestiture HR support, vendor management, and building scalable HR service delivery and shared services to improve employee experience and business performance.