Wealth Management Solutions Architect (Salesforce) - Hybrid
LHH
LHH is seeking an experienced Solutions Architect to lead the design and delivery of technology solutions in a wealth management environment. The role focuses on translating business needs into scalable Salesforce-driven architectures across portfolio management, trading, and reporting, in a Hybrid San Francisco setting. The ideal candidate combines strong Salesforce architecture expertise with hands-on wealth management experience, understanding advisor workflows and operational platforms in a #J-18808-Ljbffr LHH
$90k - $110k
...Associate, Wealth Management San Francisco, CA Who Are We? IEQ Capital is a Registered... ...pressure environment ~ Experience with Salesforce is a plus ~"No task is too small"... ...this role is $90,000 - $110,000, depending on skills and experience. #LI-Hybrid...SalesforceInternship- DescriptionA nationally recognized and thriving wealth management and advisory firm is seeking a Vice President of Client Services to help... ...processesExpertise working with major custodial platforms and CRM (Salesforce) systemsDemonstrated success building teams, improving...Salesforce
$80k - $100k
...Our client is seeking a highly motivated Wealth Management Associate to join their team. This is a unique opportunity for someone early in... ...Relationship‑oriented with strong interpersonal skills Experience with Salesforce is a plus Willingness to grow with the role $80,000 - $100,0...SalesforceInternshipLocal area- ...have passion for building strategies, solutions, and creative products to help our clients... ...Strategy & Architecture, API Management, and Cloud, Application, & Data Integrations... ...purpose.We partner with leading platforms—Salesforce, ServiceNow, Adobe, Anaplan, Workday, Contentful...SalesforceTemporary workLocal area
$175k - $233.67k
...Tenable® is the Exposure Management company. Over 40,000 organizations... ...best-in‑class cybersecurity solutions for our customers; all while... ...a Principal Solutions Architect to drive the technical depth... ...co‑sell motion - including Salesforce‑tracked pipeline, PRM tagging...SalesforceH1bLocal areaFlexible hours- ...is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Operations... ...regulatory requirements.Proficiency with Microsoft Office Suite and Salesforce.Client-first mindset with a commitment to delivering...SalesforceWork at office
- Salesforce is seeking a Sr. Manager for Corporate Development Integration to lead cross-functional integration of acquisitions. You will strategize,... ...drive change and optimize outcomes. You will operate in a hybrid Salesforce environment, leveraging strong leadership to...Salesforce
$170k - $200k
...Senior Marketing Operations Manager focused on Technology & Systems... ...toward Marketing Systems Architect or MarOps leadership roles as... ...integrate marketing data into Salesforce and ensure key Salesforce events... ..., and Customer Days Our Hybrid Rhythm: We believe collaboration...SalesforceHourly payTemporary workWork at officeLocal areaFlexible hours$132k - $198k
...destiny.About the Role Klaviyo is seeking a Lead MarTech & AI Solutions Architect — an individual contributor role for someone who wants deep... ...marketing problems. Deep experience architecting HubSpot, Salesforce, and in-house systems at scale, including lead scoring,...Salesforce- ...Sales Director to drive bookings and manage a high‑performing team in a hybrid SF Bay Area environment. You will... ..., and collaborate with Product, Solutions Architecture, and Marketing to accelerate... ..., and a data‑driven mindset with Salesforce fluency. #J-18808-Ljbffr Orb...Salesforce
- Hybrid | San Francisco (Seattle is another option) Full... ...seeking an experienced Solutions Architect to lead the design and delivery... ...a sophisticated wealth and investment management environment. This role is... ...technical solutions across Salesforce, portfolio management,...SalesforceFull timeContract workWork at officeLocal areaVisa sponsorship
- A tech solutions company in San Francisco seeks an experienced Account Executive to drive growth in complex Salesforce environments. You will manage the entire sales process, engage with clients at all... ...skills. The role operates under a hybrid work model, allowing...SalesforceRemote jobWork at office
- ...passion changes lives. As a management consulting and... ...shaping life-changing solutions for patients, caregivers... ...impact to ZS. Solutions Architect As a Solutions... ...Databricks, Redshift, Salesforce, Power BI, Cloud. Experience... ...| Where we work | ZS. Hybrid working model: We are...SalesforceWork at officeLocal areaWork from homeWorldwideFlexible hours
- DocuSign is seeking a Senior Partner Operations Manager to own and improve partner lifecycle... ...outcomes with company growth goals. This hybrid role requires 8+ years in partner or Revenue Operations, deep experience with Salesforce and BI tools, and a proven track record...Salesforce
- ...Hospitality Corp. is seeking a National Sales Manager in San Francisco, CA, to drive sales... ...competitive salary, performance bonus, and hybrid work model are offered alongside a tech budget and benefits. Knowledge of Salesforce and digital productivity tools is essential...SalesforceRemote job
- ...features. As a leading firm in retirement plan consulting and wealth management, we recognize the importance of exceptional service, the... ...Teams, Excel). Proficient in Zoom. Experience with Practifi (Salesforce) or similar CRM preferred. Familiarity with Custodian Platforms...SalesforceFull timeWork at office
$70k - $85k
...action. The integrated full-service solutions leverage a 99-year legacy in event management as well as new technologies to... ...team. It is eligible to work a hybrid schedule, generally requiring... ...for the Event Set‑up process in Salesforce. • Define, price, and manage inventory...SalesforceFull timeWork experience placementWork at officeLocal areaShift work2 days per week3 days per week$120k - $225k
About UsWellington Management offers comprehensive investment management... ...markets. Our investment solutions, tailored to the unique... ...driven individual to fill a Wealth Management, Alternatives distribution... ...7 & 63Proficient in Salesforce, Excel, and OutlookCFA or CAIA...SalesforceFull timeRemote workFlexible hours1 day per week$115k - $160k
...Responsibilities Support senior Relationship Managers on large, complex family office... ...Coordinate with clients’ outside advisors on wealth transfer, asset protection, philanthropy... ...such as Fidelity Wealthscape and Salesforce is beneficial. Competitive Bonus. 401(...SalesforceFull timeWork at office$75k - $160k
...US events team to support its Private Wealth Management business. This role is on the highly collaborative... ...consumer business provides digital solutions for customers to better spend, borrow,... ...trends to inform event programming. Salesforce Proficiency: Utilize CRM tools to...SalesforceFull timeTemporary workPart time- Grainger is seeking an Account Manager in a hybrid role in California to drive sales growth across a defined geography. You will manage 30-35 current accounts with $2-$3.5M annual revenue, using Salesforce CRM, and report to the Commercial District Sales Manager. Expect...Salesforce
$80k - $100k
...NB Private Wealth is Neuberger Berman’s direct-to-... ...wealth and investment management business. Managing $70... ...customized investment solutions, the platform is truly... ...business pipeline in the Salesforce database... ...sponsorship. #LI-JG3 #LI-Hybrid Applicants must be...SalesforceFull timeWork at officeLocal areaShift work$340k - $425k
...Role:We are looking for a Director of Solutions Architects to join our Field Engineering team. You... ...the VP of Field Engineering.This is a hybrid position based in San Francisco, Austin... ...office.What You Will Do:Lead, develop, and manage the AMER Startups SA team, including...Work at officeWork from homeWorldwideFlexible hours3 days per week- ...S.F., N.Y.C., Lehi, UT (hybrid work) Austin TX, Denver CO... ...Role We are looking for a Solution Architect who serves as the technical... ...systems (such as NetSuite, Salesforce, Workday, SAP, Oracle, HRMS... ...structures Design resource management models, budget tracking...SalesforceImmediate startRemote work
- ...Job Description Job Title: Principal Solution Architect Department: Solution Engineering... ...MarketScape for Certificate Lifecycle Management and KuppingerCole's 2025 Non-Human Identity... ...leadership in the field. This is a hybrid role by design: half strategic...
$25 - $44 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management... ...the FA's business, while customizing solutions based on their specific needs. Job... ...Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and written...SalesforceHourly paySeasonal workWork at officeWork from homeShift workDay shift$75k - $160k
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers... ...Our consumer business provides digital solutions for customers to better spend, borrow,... ...for client relationship management in Salesforce Assist in the day‑to‑day management of...SalesforceFull timeTemporary workPart time$145k - $165k
....Job Description Summary:Strategize, plan and manage the creation and development of marketing technology and solutions initiatives including, but not limited to, Marketing... ...marketing, Loyalty, CRM, or Direct Marketing.Salesforce Marketing Cloud Admin Certified a plus.Basic...SalesforceFull timeWork experience placementLocal area$128.03k - $261.63k
...business, and create value.What You’ll DoAs a Deloitte Tax Solution Architect, Manager, you will be responsible to help our teams to build... ...Required:Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate...Work at officeLocal areaShift work- Fieldwire in San Francisco is seeking a Senior Marketing Operations Manager to lead and evolve Marketing Operations at scale, blending... ...and RevOps leadership, own the marketing tech stack (Marketo, Salesforce, Dreamdata), ensure data quality, drive automation, and enable...Salesforce
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