AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.
The Job/What You'll Do:
We are seeking a highly experienced and strategically minded Staff Engineering Director to serve as the principal technical leader for our Salesforce ecosystem. This role operates at the intersection of architecture, engineering, and product strategy, guiding the long-term vision, scalability, and reliability of Salesforce platforms across the organization, including Sales Cloud, Service Cloud, Financial Services Cloud (FSC), and Marketing Cloud.
You will work hands-on as the top-level architect, set technical direction, define platform standards, drive modernization, and mentor engineering teams. This position is ideal for someone with deep multi-cloud Salesforce expertise, strong architectural instincts, and the ability to influence at all levels of the organization.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office.
Responsibilities:
Architecture and Technical Leadership
Own the end-to-end technical architecture for Salesforce Core, FSC, Marketing Cloud, and integrated enterprise systems.
Define platform standards, integration patterns, data strategy, and security architecture.
Lead the design of scalable and resilient Salesforce solutions aligned with business vision and enterprise architecture principles.
Evaluate and drive adoption of new Salesforce capabilities, features, and AppExchange products.
Platform Strategy and Governance
Establish and govern Salesforce development standards, CI/CD pipelines, coding conventions, and release management processes.
Oversee data management frameworks, compliance standards, and platform performance benchmarks.
Set architecture guardrails that ensure high availability, data integrity, and scalability.
Cross-Functional Collaboration
Partner with Product, Engineering, Business, and Executive leaders to translate strategic objectives into platform capabilities.
Provide architectural guidance across squads, projects, and cross-cloud initiatives.
Serve as the point of escalation for complex technical challenges and integration issues.
Team Leadership and Mentorship
Mentor engineers, admins, and developers across all levels and help shape their technical growth and architectural thinking.
Promote engineering culture focused on best practices, quality, security, and innovation.
Influence staffing, role definitions, and long-term organizational design.
Project and Delivery Oversight
Oversee major cross-cloud implementations, modernization programs, and large-scale refactoring efforts.
Conduct architectural reviews and approvals for critical projects.
Ensure delivery aligns with roadmap priorities while maintaining platform stability.
Knowledge, Skills & Abilities:
Strong command of Apex, LWC, SOQL, flows, and Salesforce platform services.
Experience with enterprise integrations such as REST, SOAP, middleware, and event-driven architectures.
Proven experience designing scalable multi-cloud Salesforce environments.
Strong understanding of enterprise data models, role hierarchy, sharing security models, and governance frameworks.
Prior experience mentoring engineering teams and influencing executive stakeholders.
Salesforce certifications highly desired, including Application Architect, System Architect, CTA (preferred), Marketing Cloud certifications, and FSC accreditation.
Ability to connect business strategy with technical execution.
Strong communication skills with executive presence.
Experience working in regulated industries or financial services.
Passion for platform optimization, performance, and long-term sustainability.
Ability to lead through ambiguity and define technical direction in evolving environments.
Education & Experience:
10 or more years of Salesforce experience, including architecture leadership roles.
Deep hands-on expertise in Salesforce Sales Cloud, Service Cloud, Financial Services Cloud, and Marketing Cloud.
Compensation: The Base Salary range for this position is between $175,000-$195,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
#LI-hybrid
#LI-TN1
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.