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-LjbffrVacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Solutions Architect (Salesforce) - Hybrid in San Francisco, CA vacancy
- 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
- ...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 hoursEmbedded Shishya
San Francisco, CA2 days ago$132k - $198k
...destiny.About the RoleKlaviyo 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, lifecycle...Salesforce- ...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
$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... ...‑oriented with strong interpersonal skills Experience with Salesforce is a plus Willingness to grow with the role $80,000 - $100...SalesforceInternshipLocal area$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- ...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
- Morningstar Wealth is seeking a Regional Sales Director to drive adoption of the Morningstar Platform and Managed Portfolios among Independent Broker Dealers and RIAs in the Pacific... ...group and one-on-one meetings, and use Salesforce to maximize penetration. #J-18808-...SalesforceRemote job
- Salesforce is seeking a Senior Manager for the Corporate Development Integration team to lead strategy and execution of cross-functional acquisition integrations. This role operates on a hybrid schedule, three days per week, collaborating with a broad stakeholder network...Salesforce3 days per week
- ...Hybrid | San Francisco (Seattle is another option) Full... ...seeking an experienced Solutions Architect to lead the design and... ...a sophisticated wealth and investment management environment. This role is... ...technical solutions across Salesforce, portfolio management, reporting...SalesforceFull timeContract workWork at officeLocal areaVisa sponsorship
LHH
San Francisco, CA12 hours ago - Asana is seeking a Field Marketing Manager in San Francisco to drive North America programs... ..., manage budgets, and measure ROI, using Salesforce or Marketo and data-driven decision making. This role favors an office-centric hybrid schedule with in-person collaboration on...SalesforceWork at office
- Salesforce is seeking an experienced Manager of M&A Tax and Controversies to support the tax aspects of mergers & acquisitions, integration, and controversy... ...teams and is based in the San Francisco office with a hybrid schedule. Qualified candidates have 5-7+ years in tax,...SalesforceWork at office
- 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
- ...leading consultancy in the IT sector is seeking a skilled Solution Architect (Contractor) for a 6-month engagement in San Francisco, CA. This hybrid role focuses on scaling commercial applications while managing support operations. The ideal candidate will have over 5 years...Contract workFor contractors
DeWinter Group
San Francisco, CA12 hours ago - ...passion changes lives. As a management consulting and... ...shaping life-changing solutions for patients, caregivers... ...to ZS. Solutions Architect As a Solutions Architect... ...Databricks, Redshift, Salesforce, Power BI, Cloud.... ...we work | ZS. Hybrid working model: We...SalesforceWork at officeLocal areaWork from homeWorldwideFlexible hours
ZS
South San Francisco, CA12 hours ago - 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
- ...Lyft seeks a Staff-level Anaplan Solution Architect to serve as the senior technical authority in the Anaplan CoE within Finance Technology. You will own architecture, design, and performance of complex Anaplan models, rebuild and evolve financial planning systems, and...
Lyft
San Francisco, CA12 hours ago - ...Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional... ...paced, high-volume, high-pressure environment Experience with Salesforce is a plus “No task is too small” mentality Bachelor’s...SalesforceWork experience placement
$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$150k - $175k
## Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)Applylocations: San Francisco, CAtime type: Full timeposted on: Posted Todayjob... ...activities.* Update client records and workflows in Salesforce (CRM) and fi360/Toolkit (investment monitoring system) to ensure...SalesforceLocal area$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$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 shiftBank of America
San Francisco, CA7 hours ago$120k - $225k
Job Title Regional Director - Wealth (Wholesaler) Location San Francisco, United States... ...talented, driven individual to fill a Wealth Management, Alternatives distribution role in the... ...Series7 and63 required; proficiency in Salesforce, Excel, and Outlook. CFA or CAIA...SalesforceRemote workFlexible hours1 day per week$150k - $175k
...Solutions ArchitectLocation: Seattle, WA or San Francisco... ...skilled Solutions Architect to lead the design and... ...across CRM, portfolio management, reporting, and operations... ...workflows of a modern wealth management firm.Your... ...matter expert in Salesforce and related CRM technologies...SalesforceFull timeContract workRemote workFlexible hoursLaird Norton Wealth Management
San Francisco, CA3 days ago$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$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$120k - $225k
About Us Wellington Management offers comprehensive investment management... ...markets. Our investment solutions, tailored to the unique... ...driven individual to fill a Wealth Management, Alternatives distribution... ...7 & 63 Proficient in Salesforce, Excel, and Outlook CFA or...SalesforceRemote workFlexible hours1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Solutions Architect (Salesforce) - Hybrid. Be the first to apply!
Related searches
- senior cloud solutions architect San Francisco, CA
- sap solution architect San Francisco, CA
- business solutions architect San Francisco, CA
- entry level aws solution architect San Francisco, CA
- solution engineering manager San Francisco, CA
- contact center solution architect San Francisco, CA
- senior solutions architect San Francisco, CA
- mobile solution architect San Francisco, CA
- enterprise solution architect San Francisco, CA
- senior solution manager San Francisco, CA