Senior Salesforce Platform Lead – Wealth Tech

AlTi Tiedemann Global; New York (NY); On-site; USD 145,000 - 170,000; Full time

Job summary

AlTi Tiedemann Global in New York is seeking an experienced Salesforce Platform Owner to take ownership of our global Salesforce program. This hands-on leadership role drives delivery across CRM, integrations, data, and releases.

You will partner with the Head of Global Wealth Management Technology and AlphaFMC to design, develop, integrate, test, and deploy solutions, ensuring scalable and production-ready platforms. The role requires deep Salesforce expertise and strong stakeholder management.

Qualifications

• 10+ years delivering large-scale technology programs in financial services.
• End-to-end Salesforce implementations experience.
• Strong governance, risk, and release management capabilities.
• Experience coordinating onshore/offshore delivery teams.
• Experience integrating with portfolio accounting platforms (e.g. Addepar).

Responsibilities

• Take full ownership of the Salesforce program, leading delivery across all workstreams (CRM, integrations, data, and releases)
• Act as the primary point of contact for AlphaFMC, ensuring effective vendor management, accountability, and alignment on delivery milestones
• Drive end-to-end execution across the delivery lifecycle, including design, build, testing, deployment, and post-go-live stabilization
• Ensure delivery remains aligned to business priorities, timelines, and quality expectations
• Provide hands-on technical leadership across Salesforce development, configuration, and integration activities
• Oversee solution design and architecture decisions, ensuring alignment with enterprise standards and long-term scalability
• Guide development teams (onshore/offshore) on best practices across Apex, LWC, integrations, and data modelling
• Ensure robust implementation of CI/CD, environment strategy, and release management practices
• Own delivery and coordination of integrations between Salesforce and core systems, particularly Addepar and external data platforms
• Ensure data models, data flows, and integrations are designed and implemented with strong governance, quality, and scalability
• Oversee data migration activities, including validation, reconciliation, and production readiness
• Work closely with business stakeholders to ensure requirements are clearly defined, prioritized, and delivered effectively
• Partner with Product Owners and Business Analysts to translate requirements into executable delivery plans
• Manage senior stakeholder expectations, providing clear and transparent updates on progress, risks, and dependencies
• Hold delivery partners accountable for quality, timelines, and outcomes
• Establish and enforce program governance, including sprint cadence, release planning, and design reviews
• Proactively identify and manage program risks, issues, and dependencies
• Ensure robust testing processes (SIT, UAT) and production readiness prior to deployment
• Maintain high standards of documentation across architecture, delivery plans, and key decisions

Skills

Leadership

Vendor management

Stakeholder comms

Program governance

Hands-on Salesforce

Tools

Apex development

Salesforce architecture

Integrations

CI/CD

Job description

AlTi Tiedemann Global in New York is seeking an experienced Salesforce Platform Owner to take ownership of our global Salesforce program. This hands-on leadership role drives delivery across CRM, integrations, data, and releases.

You will partner with the Head of Global Wealth Management Technology and AlphaFMC to design, develop, integrate, test, and deploy solutions, ensuring scalable and production-ready platforms. The role requires deep Salesforce expertise and strong stakeholder management.