Tech Stack Engineer

About Summit FinancialRanked among the top 100 RIAs by Barron’s and Forbes, Summit Financial LLC is a ~$30 billion independent advisory firm headquartered in Parsippany, New Jersey, with offices nationwide. For over 40 years, we have delivered comprehensive financial planning and wealth management services to high-net-worth individuals.As we continue to scale through organic growth and acquisitions, we are investing heavily in our enterprise technology stack, data integration strategy, and advisor-facing platforms.Role OverviewWe 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 ResponsibilitiesSalesforce Development & Platform EngineeringDesign, develop, and maintain solutions within Salesforce (Sales Cloud and related modules)Customize objects, fields, workflows, and automation using Flows, Apex (as needed), and declarative toolsBuild and maintain integrations between Salesforce and external systems (e.g., eMoney, Addepar, DocuSign)Develop reports, dashboards, and data models to support business decision-makingWealthTech Systems IntegrationSupport and optimize integrations across Salesforce, eMoney, Addepar, DocuSign, and other core platformsEnsure accurate and timely data synchronization across systemsIdentify opportunities to streamline workflows and eliminate manual processesCollaborate with internal teams and vendors to enhance system interoperabilityData Management & MigrationSupport data migration, onboarding, and integration efforts, particularly for acquisitionsEnsure data integrity, consistency, and governance across systemsIdentify and remediate data quality issues (e.g., duplicates, incomplete records, mismatches)Contribute to enterprise data standardization and “golden record” initiativesSolution Design & DeliveryPartner with stakeholders to gather and translate business requirements into scalable technical solutionsParticipate in solution design, testing, and deploymentContinuously improve system capabilities and user experienceDocumentation & Training SupportDocument system configurations, integrations, and operational processesSupport user acceptance testing (UAT) and production rolloutsCollaborate with training teams to improve documentation and adoptionQualificationsRequired3+ years of experience with Salesforce platform development and administrationHands-on experience with Salesforce configuration (objects, fields, flows, validation rules, security)Experience building or supporting integrations between Salesforce and external systemsStrong understanding of data structures, data migration, and system integration conceptsProven ability to translate business requirements into technical solutionsTechnical & Professional SkillsStrong troubleshooting and root cause analysis capabilitiesAbility to manage multiple priorities in a fast-paced, growth-oriented environmentExcellent communication and stakeholder engagement skillsHigh attention to detail and focus on data accuracyStrong collaboration skills across technical and business teamsPreferred QualificationsExperience working at an RIA, wealth management firm, or financial services organization (strongly preferred)Direct experience with:Salesforce (advanced configuration, reporting, integrations)eMoney (financial planning workflows)Addepar (performance reporting and data structures)DocuSign (workflow automation and integrations)Familiarity with tools such as LaserApp, Wealth.com, or similar platformsExperience supporting M&A integrations or enterprise system consolidation effortsWhy Join SummitPlay a key role in enhancing a $30B RIA technology platformWork across a highly integrated WealthTech ecosystem centered on SalesforceContribute to high-impact data and integration initiativesGain exposure to enterprise-scale systems and advisor experience transformation