Senior Engineer, Salesforce

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.

The Job/What You'll Do::

We are seeking a seasoned Salesforce Engineer to lead complex implementations, define technical standards, and drive architectural improvements. In this role, you will collaborate with cross-functional teams to ensure our Salesforce platform is scalable, secure, and aligned with strategic business goals.

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.

Responsibilities:

• Lead the design, development, and implementation of robust Salesforce solutions.

• Develop, enforce, and mentor teams on coding standards, design patterns, and best practices.

• Guide integrations between Salesforce and ERPs, marketing platforms, Financial Services applications, and other external systems.

• Provide technical leadership and mentorship to Salesforce developers and administrators.

• Ensure compliance with security, regulatory, and data privacy standards.

• Review technical architecture and provide strategic recommendations to stakeholders.

• Maintain comprehensive technical documentation and support knowledge transfer.

Knowledge, Skills & Experience:

• 5+ years of Salesforce development experience with a proven track record in complex solution design and implementation.

• Deep expertise in Salesforce ecosystem, including Sales Cloud, Service Cloud, and Financial Services Cloud; Marketing Cloud experience is a plus.

• Strong proficiency in Apex, Lightning Web Components (LWC), Visualforce, and SOQL.

• Hands-on experience with system integrations and enterprise architecture.

• Demonstrated ability to provide technical leadership, drive platform adoption, and mentor teams.

• Salesforce Platform Developer II or Architect certifications are a plus.

Compensation: The Base Salary range for this position is between $156,000-$173,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-hybrid

#LI-TN1

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.