Salesforce Wealth Master Engineer & Technical Team Lead
KeyBank · Remote · New York, United States · 1mo ago
Staff / Lead / PrincipalRemoteInvestment & Asset Management
Location:
4910 Tiedeman Road, Brooklyn OhioKeyBank is seeking a Salesforce Master Engineer & Technical Team Lead to provide senior-most 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. The successful candidate will lead Wealth delivery, set technical direction, manage stakeholders across the enterprise, and drive innovation on the Salesforce platform, including responsible use of AI.
About KeyBank
KeyBank is one of the nation’s largest bank-based financial services companies, providing investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies across the United States.
About the Role
The Salesforce Master Engineer & Technical Team Lead will:
- 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 advanced platform capabilities and AI-enabled solutions
Key Responsibilities
Team Leadership
- Lead and manage Salesforce engineers supporting Wealth squads
- Provide coaching, and mentorship for team members
- Foster a culture of technical excellence, collaboration, and continuous improvement
- Support hiring, onboarding, and team capacity planning
Technical Leadership & Architecture
- Own and influence architecture, design, and implementation of Salesforce Wealth solutions
- Ensure platform health, performance, scalability, and security
- Establish and enforce engineering standards, best practices, and governance
- Perform and oversee code reviews across all levels of engineers
- Design and implement complex solutions using both configuration and custom development
Delivery & Program Ownership
- Own technical delivery for the Sales Enablement program on the Salesforce Wealth platform
- Lead complex, 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
Stakeholder & Vendor Management
- Build strong, trust-based relationships with business leaders, product owners, and technology partners
- Collaborate with enterprise architecture, data, security, and risk partners
- Manage external vendors and partners supporting Wealth initiatives
- Translate complex technical concepts into clear business-level communication
Innovation & Platform Advancement
- Champion adoption of new Salesforce capabilities and emerging technologies
- Drive responsible use of AI and automation on the Salesforce platform
- Lead proof-of-concepts and pilot initiatives for new capabilities
- Continuously identify opportunities to simplify, modernize, and improve the platform
Required Qualifications
- Bachelor’s degree in Computer Science or equivalent practical experience
- 10+ years of overall IT experience
- 7+ years of deep, 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
Preferred Qualifications
- Salesforce certifications (Administrator, Platform Developer, Architect, Financial Services Cloud, Agentforce, Data 360)
- Experience supporting Wealth Management or Financial Services platforms
- Experience with large-scale integrations and data orchestration
- Familiarity with AI-enabled Salesforce capabilities and governance considerations
- Experience influencing platform strategy and enterprise-level technical roadmaps
Why Join KeyBank
This role offers the opportunity to:
- Lead a critical Salesforce platform supporting Sales Enablement
- Shape the technical direction of a high-impact, enterprise Salesforce environment
- Build and lead a high-performing engineering team
- Drive innovation and modernization at scale
- Partner closely with business leaders to deliver meaningful outcomes
KeyBank is an equal opportunity employer committed to building a diverse and inclusive workplace.
Core Competencies
- All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Work Location Category
- Hybrid (2+ days)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 10/02/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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