KeyBank

Salesforce Wealth Master Engineer & Technical Team Lead

KeyBank$96K — $181K *
US-AnywhereRemote in United States
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Computer Science or equivalent experience
  • 10+ years of overall IT experience
  • 7+ years of hands-on Salesforce platform experience
  • Strong expertise in Salesforce architecture, integrations, and security
  • Proven experience leading large Salesforce implementations
  • Demonstrated team leadership or mentoring experience
  • Ability to communicate effectively with diverse stakeholders

Responsibilities

  • Own technical leadership for the Salesforce Wealth domain
  • Lead and grow a team of Salesforce engineers
  • Drive the technical roadmap and modernization strategy
  • Partner with business and technology stakeholders
  • Ensure scalable and secure Salesforce solutions
  • Champion innovation and AI use on the Salesforce platform
  • Oversee complex technical delivery and cross-functional initiatives

Benefits

  • Opportunity to lead critical Salesforce platform initiatives
  • Shape the technical direction of an enterprise Salesforce environment
  • Build and lead a high-performing engineering team
  • Drive innovation and modernization at scale
  • Partner with business leaders for impactful outcomes
Full Job Description

Location:

4910 Tiedeman Road, Brooklyn Ohio

KeyBank 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 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


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 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

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

SEARCH KEYBANK JOBS

Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ

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