Tech Stack Engineer (Salesforce & WealthTech Applications)

*Role Overview*

Please read the following job description thoroughly to ensure you are the right fit for this role before applying.

We are seeking a Tech Stack Engineer to support and enhance our core wealth management technology ecosystem, with a primary focus on Salesforce as our central platform, integrated with eMoney, Addepar, DocuSign, and related applications.

This role is a blend of Salesforce development, systems integration and data management. You will work closely with business and technology stakeholders to improve system capabilities, ensure data integrity, and deliver a seamless advisor and client experience.

The ideal candidate has strong Salesforce development experience, a deep understanding of integrated SaaS platforms, and experience in financial services or an RIA environment.

*Key Responsibilities*

Salesforce Development & Platform Engineering

* Design, develop, and maintain solutions within Salesforce (Sales Cloud and related modules)
* Customize objects, fields, workflows, and automation using Flows, Apex (as needed), and declarative tools
* Build and maintain integrations between Salesforce and external systems (e.g., eMoney, Addepar, DocuSign)
* Develop reports, dashboards, and data models to support business decision-making

WealthTech Systems Integration

* Support and optimize integrations across Salesforce, eMoney, Addepar, DocuSign, and other core platforms
* Ensure accurate and timely data synchronization across systems
* Identify opportunities to streamline workflows and eliminate manual processes
* Collaborate with internal teams and vendors to enhance system interoperability

Data Management & Migration

* Support data migration, onboarding, and integration efforts, particularly for acquisitions
* Ensure data integrity, consistency, and governance across systems
* Identify and remediate data quality issues (e.g., duplicates, incomplete records, mismatches)
* Contribute to enterprise data standardization and “golden record” initiatives

Solution Design & Delivery

* Partner with stakeholders to gather and translate business requirements into scalable technical solutions
* Participate in solution design, testing, and deployment
* Continuously improve system capabilities and user experience

Documentation & Training Support

* Document system configurations, integrations, and operational processes
* Support user acceptance testing (UAT) and production rollouts
* Collaborate with training teams to improve documentation and adoption

*Qualifications*

Required

* 3+ years of experience with Salesforce platform development and administration
* Hands-on experience with Salesforce configuration (objects, fields, flows, validation rules, security)
* Experience building or supporting integrations between Salesforce and external systems
* Strong understanding of data structures, data migration, and system integration concepts
* Proven ability to translate business requirements into technical solutions

*Technical & Professional Skills*

* Strong troubleshooting and root cause analysis capabilities
* Ability to manage multiple priorities in a fast-paced, growth-oriented environment
* Excellent communication and stakeholder engagement skills
* High attention to detail and focus on data accuracy
* Strong collaboration skills across technical and business teams

*Preferred Qualifications*

* Experience working at an RIA, wealth management xrczosw firm, or financial services organization (strongly preferred)
* Direct experience with:

o Salesforce (advanced configuration, reporting, integrations)

o eMoney (financial planning workflows)

o Addepar (performance reporting and data structures)

o DocuSign (workflow automation and integrations)

* Familiarity with tools such as LaserApp, , or similar platforms
* Experience supporting M&A integrations or enterprise system consolidation efforts

*Why Join Summit*

* Play a key role in enhancing a $30B RIA technology platform
* Work across a highly integrated WealthTech ecosystem centered on Salesforce
* Contribute to high-impact data and integration initiatives
* Gain exposure to enterprise-scale systems and advisor experience transformation

Pay: From $80,000.00 per year

Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee assistance program
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Vision insurance

Work Location: Hybrid remote in Parsippany-Troy Hills, NJ 07054