Director, Senior Salesforce Engineer

About Cresset

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA firm.

Job Description:

We are seeking an experienced Director, Senior Salesforce Developer to lead the design and delivery of innovative Salesforce solutions tailored to the financial services industry. In this role, you will leverage your technical expertise and domain knowledge to develop scalable, secure, and high-performing Salesforce applications that address complex business challenges.

As a key member of the team, you will collaborate with stakeholders to align Salesforce solutions with business objectives, ensuring compliance with industry regulations and best practices.

Key Responsibilities:

• Lead the design, development, and deployment of Salesforce solutions
• Evaluate and implement new Salesforce features and technologies to meet the unique needs of Cresset’s financial services operations
• Collaborate with business stakeholders to define project requirements and goals.
• Ensure scalability, security, and performance optimization of Salesforce applications, adhering to financial services regulations and compliance standards.
• Integrate Salesforce with core financial systems, leveraging APIs, middleware, and other technologies to create seamless workflows.
• Troubleshoot and resolve complex issues to maintain uninterrupted business operations.
• Create and maintain technical documentation, ensuring clarity and alignment with industry standards.
• Mentor and guide junior developers, fostering skill development and team growth.

Qualifications:

• 3 years Salesforce development experience
• Advanced expertise in Salesforce development tools: Apex, Visualforce, Lightning components, and Lightning Web Components.
• Deep understanding of Salesforce Financial Services Cloud and its capabilities.
• Experience in financial services or wealth management sector
• Experience with 3rd party applications – Portfolio Accounting/Reporting, DocuSign, Snowflake
• Proven ability to design and implement Salesforce solutions that meet the regulatory and operational requirements of the financial services industry.
• Proficiency in integrating Salesforce with financial systems using REST/SOAP APIs and middleware tools.
• Salesforce certifications such as Platform Developer II, Financial Services Cloud Specialist, or Technical Architect (strongly preferred).
• Strong analytical and problem-solving skills to align technical solutions with business goals.
• Experience with Agile/Scrum methodologies in project delivery.
• Excellent communication and leadership skills, with a demonstrated ability to mentor teams.

What We Offer:

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.