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Principal Salesforce EngineerApply

Company: Edelman Financial Engines
Location: Santa Clara
Posted on: November 19, 2021

Job Description:

This position can be based in any of our U.S. corporate locations in either Fairfax, VA, Boston, MA, Phoenix, AZ, or Santa Clara, CA.

At Edelman Financial Engines, we believe every hardworking American deserves to move their financial life forward and we're growing our team so we can help more clients every day. Our retail engineering team builds solutions that provide personalized financial planning and advice for over 90,000 households, accounting for over $50B in assets under management and is used by our team of 320+ financial planners. Our product and technology teams are empowered to make decisions that drive business value without red-tape and push the bounds of financial and technical innovation. We follow an agile process, moving quickly, solving difficult problems in new ways, and empowering everyone to have a voice in the direction of our products. Because we are passionate about building quality software, we invest heavily in automated testing, take code reviews seriously and prioritize refactoring. We have a steadfast focus on the improvement of the skills of the team members and provide opportunities to use new technologies and work in different areas of our codebase. We are looking for a Senior Staff Engineer to join our Planner Hub squad and focus on data architecture. This team owns the workflows and tools that our network of financial planners use on a daily basis to serve our clients, so this is a critical part of the success of our business. This role is a Salesforce engineering role and includes development using Apex, Lightning Web Components, Platform Events as well as other modern technologies. As a Senior Staff engineer, you will also be expected to provide technical leadership on the squad, collaborating with the other team members, leading technical design sessions and coaching junior engineers. The ideal candidate should share our passion for building great software that helps to improve people's financial lives. Job Responsibilities:

  • Lead the charge to improve our Salesforce data architecture from technical design to implementing changes and rolling them out to production
  • Evolve our data architecture to scale with the growth of our business, working directly with our product team to ensure we are designing for the future
  • Take stories from idea to implementation including work estimation, collaboration with our product team, development, testing, code review and deployment
  • Actively collaborate with the other engineers on the squad through code reviews, pair programming, interactive design sessions and team retrospectives
  • Provide technical leadership to the squad, coaching and mentoring junior engineers Requirements:
    • 7+ years software development experience including significant experience integrating large data volumes on the Salesforce platform
    • Expert-level capabilities developing and implementing middleware and data archival solutions such as SnapLogic and GRAX
    • Experience with master data management, data governance, data security, data quality and related tools desired
    • Experience with agile development such as SCRUM or Kanban is preferred
    • Salesforce Architect certifications are a big plus
      About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, as recognized by Barron's,1 with 150+ offices across the country and entrusted by 1.3 million clients to manage more than $270 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For California residents, please see the link for the--Privacy Notice for Candidates . California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O'Connell (857-305-8555 or joconnell@edelmanfinancialengines.com )--with any questions.-- Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.-- [1] The 2020 America's Best RIA Firms Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2020 America's Best RIA Firms Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT's research. The listing reflected each practice's performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice's future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.All information provided through Insights is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.-- 2021 Edelman Financial Engines, LLC. Edelman Financial Engines-- is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.

Keywords: Edelman Financial Engines, Santa Clara , Principal Salesforce EngineerApply, Other , Santa Clara, California

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