Salesforce Wealth Architect & Tech Lead (Remote)

KeyBank; Brooklyn (OH); Hybrid; USD 96,000 - 181,000; Full time

Job summary

KeyBank is seeking a Salesforce Master Engineer & Technical Team Lead to provide senior technical and people leadership for the Salesforce Sales Enablement domain. This role owns end-to-end technical leadership for the Sales Enablement program focused on the Salesforce Wealth instance and related initiatives, including Envestnet integration and broader Salesforce transformation efforts.

This is a hands‑on, player/coach role with direct team leadership responsibility.

Qualifications

• Bachelor's degree in Computer Science or equivalent practical experience.
• 10+ years of IT experience.
• 7+ years of hands-on Salesforce platform experience.
• Strong expertise in Salesforce architecture, custom development, integrations, data, and security.
• Proven experience leading large, complex Salesforce implementations.
• Demonstrated team leadership, coaching, or team lead experience.
• Experience working in highly regulated or complex enterprise environments.
• Strong communication skills and ability to partner effectively with diverse stakeholders.
• Experience with Agile delivery methodologies and full SDLC ownership.

Responsibilities

• Own technical leadership for the Salesforce Wealth domain.
• Lead and grow a team of Salesforce engineers supporting Wealth initiatives.
• Drive the technical roadmap, architecture, and modernization strategy.
• Partner closely with business, technology, and vendor stakeholders.
• Ensure high-quality, scalable, and secure Salesforce solutions.
• Champion innovation, including AI-enabled solutions.
• Own technical delivery for the Sales Enablement program on Salesforce Wealth platform.
• Lead cross-functional initiatives including third-party integrations.
• Manage technical dependencies, risks, and delivery tradeoffs.
• Partner with product and business leaders to align technology to business outcomes.
• Oversee release management, support models, and operational readiness.

Skills

Salesforce architecture

Lead large Salesforce projects

Agile delivery

Strong communication

Stakeholder management

Education

Bachelor's degree in Computer Science or equivalent practical experience

Tools

Salesforce

Integrations

Job description

KeyBank is seeking a Salesforce Master Engineer & Technical Team Lead to provide senior technical and people leadership for the Salesforce Sales Enablement domain. This role owns end-to-end technical leadership for the Sales Enablement program focused on the Salesforce Wealth instance and related initiatives, including Envestnet integration and broader Salesforce transformation efforts.

This is a hands‑on, player/coach role with direct team leadership responsibility.