Salesforce Technical Lead bei LPL Financial

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

Joining as AVP, Salesforce Technical Lead within our technology organization, you will have the opportunity to be part of a team obsessed with creating a transformational user experience for our home office employees. We are seeking an inspired technology leader to help drive the transformation and ongoing management of our internal Salesforce CRM platform and integrated sales enablement tools, which support sales, marekting and relationship management team activities.

Responsibilities:

• Lead teams responsible for owning all technical aspects of Salesforce implementations and/or customizations including data migrations, data quality, systems integrations, 3rd party applications, AppExchange products, and custom development.

• Collaborate with Product, Business, Architecture, Data, and other key stakeholders to define, design and execute Salesforce feature implementations that deliver a first-class end-to-end experience for our teammates and customers.

• Translate business requirements into well-architected customized solutions that best leverage the Salesforce platform and products

• Develop, implement, and provide application support and system enhancements for scalable Salesforce Financial Service Cloud (FSC), Sales/Service cloud to sustain and enhance sales and marketing efforts.

• Implement Salesforce solutions that adhere to platform best practices include custom platform development using APEX Class, Triggers, Visualforce pages, Lightning flows and Lightning components.

• Analyses user needs, produces requirements documentation and system plans, and encodes, tests, debugs, maintains and documents programs and applications

• Identify designs that leverage standard out-of-the-box Salesforce functionality and create supporting technical specification documents.

• Develop integrations between Salesforce and external applications using REST, SOAP, Bulk APIs, oAuth and Single Sign-On and data migrations

• Analyze current state business processes and identify ways to utilize Salesforce.com (SFDC) to improve business processes and productivity.

• Oversee one or more agile development teams providing nurturing leadership and talent development efforts for successful product delivery, application, and platform support.

• Cultivate strong relationships with business, product, technology, and user communities to advance the Salesforce platform.

• Perform code reviews and ensure adherence to best practices, coding standards and quality guidelines.

• Lead and contribute to the implementation of complex Salesforce projects, from design to deployment, ensuring scalability, performance, and security.

What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree in computer science or related field

• 10+ years’ experience as a Salesforce developer within a large-scale enterprise implementation (2000+ users)

• 5+ years of expertise in one or multiples of → Salesforce Financial Services Cloud (FSC), Sales/Service/Experience Cloud, and Vlocity Omni Studio

• 5+ years of demonstrated experience leading and maturing enterprise software development teams/organizations under SAFe Agile methodologies

• 5+ years of experience in implementing Sales Process Solutions includes Campaign, Lead, Opportunity, Activity, Contract management, Servicing, Support and Marketing.

• 5+ years of experience with design and developing API integrations between Salesforce and other applications using AWS or Middleware tools. In-depth knowledge of Salesforce SOAP API, REST API, and BULK API

Core Competencies:

• Courageous leader who brings your whole self to work, ready to tackle tough conversations, and willing to be vulnerable and lean in on others.

• Confidence in helping teams navigate the complexities of technology transformations, development and migrations, and aligning technology outcomes to business needs.

• Strong analytical and problem-solving skills.

• Willing to mentor and coach Junior and Senior Developers in the team.

• Working with teams spread across multiple geographic locations.

• Work closely with the Enterprise Architecture team, implementation partners, 3rd party vendors and other technology teams to ensure appropriate infrastructure selection, maintenance, policies and procedures are in place to support the CRM application environment.

• Experience taking a leading role in building complex software systems and communicating with users, other technical teams to collect requirements, describe software product features, technical designs, and product strategy.

• Excellent oral, technical, and written communication skills and ability to thrive in a fast-paced and entrepreneurial setting is essential.

Preferences:

• Preferred Salesforce certifications: Certified Finaical Services Cloud,Platform Developer I or II, Salesforce Application/System Architect is an added advantage

• 5+ years of financial services experience

• Experience with Salesforce marketing cloud or any marketing cloud is added advantage.

• Experience with integration Salesforce with AWS

• Excellent oral, technical, and written communication skills and ability to thrive in a fast-paced and entrepreneurial setting is essential.

#LI-Hybrid

 

Pay Range:

$140,475-$234,125/year

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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