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Reposted 2 Months AgoSaved
In-Office
Los Altos, CA, USA
165K-175K Annually
Senior level
165K-175K Annually
Senior level
Financial Services
Serve as a senior relationship manager delivering personalized wealth plans, onboarding clients, leading meetings, coordinating with tax/legal/investment teams, mentoring colleagues, driving AUM growth, ensuring high client retention and superior client experience.
Top Skills: E-MoneyExcelOutlookPowerPointSalesforceWord
Reposted 2 Months AgoSaved
In-Office
New York, NY, USA
140K-180K Annually
Senior level
140K-180K Annually
Senior level
Financial Services
Design, build, and maintain scalable Salesforce solutions using Apex, LWCs, Flows and integrations. Collaborate with product and admins, improve CI/CD and developer experience, mentor junior engineers, run testing and UAT, produce documentation, debug production issues, and support integrations (e.g., DocuSign, Conga). Participate in special projects spanning multi-system onboarding and corporate reporting.
Top Skills: ApexAPIsAzureCi/CdConga OrchestrateDocusignFlowsJavaScriptLightning Component FrameworkLightning Web ComponentsLinuxPythonSales CloudSalesforceSalesforce DevopsService CloudSQL
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