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Lead complex enterprise opportunities from discovery through onboarding for wealth management firms. Build account plans, run business-case conversations, align cross-functional teams, manage pricing and proposals, and maintain Salesforce hygiene to close large, multi-stakeholder deals.

The Staff Back End Engineer will lead engineering practices, analyze problems, build scalable services, and maintain data pipelines. They will also mentor team members and foster communication while delivering impactful solutions.

Review and validate transfer documentation, submit and track electronic and manual transfer requests, resolve exceptions and rejects, coordinate with contra firms and advisors, assist with daily reporting, and identify process improvements to accelerate asset funding and improve client experience.

The Staff Back End Engineer will lead engineering best practices, solve complex problems, build scalable applications and data pipelines, and mentor engineers.