Senior Salesforce Engineer

Job Description:

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

We are seeking an experienced Senior Salesforce Developer to join our enterprise applications team in US. This role combines hands-on Salesforce engineering with technical leadership, delivery ownership, production support, and people-management responsibilities within AssetMark's growing Technology team.

As a Senior Salesforce Developer, you will design, build, enhance, maintain, and support scalable and secure Salesforce capabilities that enable AssetMark's wealth management platform and business operations. You will work closely with architects, product managers, administrators, business partners, engineering teams, and other technology stakeholders to translate complex business requirements into high-quality enterprise solutions across the Salesforce ecosystem.

You will take ownership of complex Salesforce initiatives from solution design and development through testing, deployment, production stabilization, ongoing support, and maintenance. You will be expected to proactively identify technical and delivery risks, resolve complex production issues, improve application reliability and maintainability, and contribute to the long-term health of the Salesforce platform.

In addition to being a senior individual contributor, you will serve as a people manager and technical mentor for junior and mid-level Salesforce developers . You will be responsible for their day-to-day work, technical guidance, code and design reviews, delivery quality, coaching, performance feedback, career development, and overall effectiveness.

This role is based in US and follows a hybrid work model. You will collaborate with colleagues across United States and the India, with reasonable working-hour overlap when needed for team ceremonies, planning, production support, release activities and delivery.

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

Key Responsibilities

• •Salesforce Solution Development: Design, build, test, enhance, and maintain scalable Salesforce solutions using Apex, Lightning Web Components, Salesforce Flows, SOQL/SOSL, JavaScript, and declarative platform capabilities.
• •Technical Leadership & Solution Design: Lead technical design for complex Salesforce initiatives, translate business requirements into scalable technical solutions, evaluate implementation alternatives, and ensure designs align with enterprise architecture, security, performance, maintainability, and Salesforce best practices.
• •Financial Services Cloud Delivery: Lead the implementation and enhancement of Financial Services Cloud capabilities supporting client onboarding, households, relationship management, financial accounts, referrals, advisor productivity, and other wealth-management business processes.
• •People Management & Team Development: Manage junior and mid-level Salesforce developers, including work allocation, goal setting, coaching, regular feedback, performance discussions, career development, and capability building.
• •Mentoring & Technical Coaching: Provide hands-on mentoring to developers across Salesforce architecture, Apex, Lightning Web Components, Flows, integrations, data modeling, security, troubleshooting, testing, DevOps, production support, and software-development practices.
• •Code & Design Reviews: Review solution designs, Apex code, Lightning Web Components, Flows, configuration, integrations, automated tests, pull requests, deployment packages, and technical documentation. Ensure work delivered by the team meets established standards for security, scalability, maintainability, performance, and quality.
• •Team Delivery Accountability: Take responsibility for the technical quality and completeness of work delivered by assigned developers. Monitor progress, identify risks or blockers, provide guidance, coordinate corrective actions, and ensure agreed delivery commitments are met.
• •Process Automation: Architect and develop Record-Triggered, Screen, Scheduled, and Auto-Launched Flows, including Flow Orchestration, to automate complex business processes, approvals, and operational workflows.
• •Platform Administration and Configuration: Provide senior-level guidance and hands-on support for users, roles, permission structures, page layouts, record types, queues, reports, dashboards, workflows, and other Salesforce platform features required to support business operations.
• •Integrations and Data Management: Design, build, maintain, and support secure enterprise integrations, data migrations, ETL processes, bulk-data operations, cleansing, duplicate management, and synchronization activities using Salesforce APIs and approved data and integration tools.
• •Data Cloud and Analytics: Support Salesforce Data Cloud use cases, including unified customer profiles, segmentation, activation, customer 360 capabilities, reporting, dashboards, CRM Analytics, and related business-insight solutions.
• •Security and Compliance: Implement, review, and maintain Salesforce security and sharing models in accordance with financial-services governance, privacy, audit, and data-protection requirements. Ensure secure development and data-handling practices are consistently followed across the team.
• •DevOps and Release Management: Lead and support source control, automated testing, CI/CD pipelines, deployments, environment coordination, release planning, rollback strategies, and production releases using Salesforce DX and tools such as Copado, Flosum, Azure DevOps, GitHub, or Bitbucket.
• •Production Support & Maintenance: Own and coordinate ongoing production support and application-maintenance activities for Salesforce applications, integrations, automations, and related services. Investigate and resolve production incidents, defects, performance issues, data inconsistencies, integration failures, automation errors, and user-reported issues.
• •Incident Management & Root-Cause Analysis: Lead troubleshooting of complex production issues, perform structured root-cause analysis, coordinate resolution across development, data, integration, architecture, administration, and business teams, and ensure corrective and preventive actions are implemented.
• •Application Maintenance & Technical Health: Proactively maintain and improve existing Salesforce applications through defect resolution, refactoring, performance optimization, technical-debt reduction, security updates, configuration cleanup, and retirement of obsolete or redundant components.
• •Salesforce Platform Maintenance: Coordinate periodic maintenance activities including Salesforce seasonal-release assessments, regression-impact analysis, sandbox and environment maintenance, certificate and credential renewals, API-version reviews, deprecated-feature remediation, and other platform-health activities.
• •Monitoring & Operational Readiness: Improve monitoring, logging, alerting, error handling, operational dashboards, runbooks, troubleshooting procedures, support documentation, and escalation paths to strengthen platform reliability and supportability.
• •Release & Post-Production Support: Provide technical leadership during releases, including deployment readiness, production validation, smoke testing, post-release monitoring, defect triage, stabilization, and rollback support when required.
• •Data & Integration Support: Mo