Cambridge Investment Research

Software Engineering Leader

Cambridge Investment Research$120K — $150K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in software engineering and team leadership, specifically in Salesforce environments.
  • Proven ability to manage and mentor engineering teams with a focus on performance and career development.
  • Strong understanding of Agile methodologies and continuous improvement practices.
  • Experience in CRM solutions with a focus on aligning technology strategy with business goals.
  • Exceptional communication and interpersonal skills for collaboration across teams.

Responsibilities

  • Deliver high-quality software solutions by collaborating with Product Owners and Delivery Coaches.
  • Lead and develop the Salesforce engineering team through regular performance reviews and strategic planning.
  • Drive CRM adoption and team alignment with company strategies and continuous improvement.
  • Enhance team effectiveness through training, morale monitoring, and succession planning.
  • Resolve escalated project issues in line with SLAs and maintain effective communication across teams.
  • Collaborate with Technology Leadership to evolve technical architecture and governance strategies.
  • Promote and implement Agile principles to foster team transparency and empowerment.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • Paid time off, paid holidays, and floating holidays.
  • Short- and long-term disability insurance and company-paid life insurance.
  • Wellness incentives and volunteer time off to support personal and professional well-being.
  • Hybrid work schedule with three days in-office requirements.
Full Job Description
Job Summary
We are seeking a Software Engineering Leader to lead our Salesforce engineering team in Phoenix, AZ. This role is responsible for delivering high-quality, scalable CRM solutions that support our enterprise product roadmap and enhance the experience of our financial professionals and clients.

As a leader within our Technology organization, you will partner closely with Product Owners, Delivery Coaches, and business stakeholders to ensure timely, efficient delivery of innovative solutions. You will lead, mentor, and develop a team of Salesforce engineers, fostering a high-performing, collaborative environment grounded in Agile principles and continuous improvement.

This role plays a critical part in shaping our technical architecture strategy, driving CRM adoption, and aligning engineering efforts with broader business objectives. You will influence both people and technology outcomes, balancing hands-on leadership with strategic vision, while ensuring operational excellence, strong team engagement, and alignment with company standards and goals.

Key Deliverables and Responsibilities
  • Deliver high-quality software engineering solutions by collaborating with Product Owners, Delivery Coaches, and customers. Achieve on-time completion of projects aligned with the Enterprise Product Roadmap.
  • Lead team members within the Technology department by conducting regular performance reviews, developing individual career plans, and overseeing recruitment activities. Ensure adherence to company policies and technical standards.
  • Lead Salesforce team members by setting clear objectives, providing ongoing coaching, and facilitating collaboration to drive CRM adoption. Ensure team alignment with company strategies and foster a culture of continuous improvement.
  • Enhance team effectiveness by providing cross-training, monitoring morale through regular surveys, and implementing succession plans. Maintain optimal resource allocation and capacity planning to meet technical and business outcomes within approved budgets.
  • Resolve escalated issues within established SLAs and establish clear structures for high performing teams. Communicate critical updates promptly using the cascading communication model.
  • Collaborate with Technology Leadership, Product Management, and other engineering leaders to drive the vision and evolution of our technical architectural strategy in alignment with the needs of the business and lead the establishment and governance of the architecture road map to support the strategy
  • Promote Agile principles by coaching teams, leading training sessions, and how-to/firsthand examples for the team. Foster transparency, collaboration, and empowerment within the engineering organization and Communities of Practice.
  • Collaborate with peer Software Engineering Leaders, Product Owners, and Technology teams to identify and implement emerging technologies. Advance team training initiatives that align with the Company's strategic vision, tracking progress against defined learning objectives.
  • Represent the department professionally in all company interactions. Communicate organizational goals and project statuses to all relevant stakeholders, ensuring alignment and shared understanding across teams.


What We Are Looking For

The ideal candidate is a people-first technology leader with Salesforce expertise who combines strong technical acumen, strategic thinking, and leadership to drive execution and long-term innovation. They are an experienced coach and mentor, fostering a collaborative, accountable, and growth-oriented team environment while effectively navigating complexity and communicating across all levels. Thriving in Agile settings, they champion transparency, continuous improvement, and the adoption of emerging technologies to evolve architecture and processes. With a proven ability to lead Salesforce teams, build cross-functional relationships, deliver complex projects on time and within budget, and develop talent through thoughtful workforce and succession planning, they bring a data-driven mindset and clear communication style that ensures alignment and drives meaningful business impact.

Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

You can find more details about our comprehensive benefits package here.

Work Environments

This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.

Recruiting Agencies: This position is being managed directly by Cambridge's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.

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About Cambridge Investment Research

Cambridge Investment Research is a privately owned financial services firm that provides a wide range of services to independent financial advisors and their clients. The company was founded in 1981 and is headquartered in Fairfield, Iowa. Cambridge Investment Research offers a variety of products and services, including investment advisory services, brokerage services, and insurance products. The company is committed to providing independent financial advisors with the tools and resources they need to help their clients achieve their financial goals. Cambridge Investment Research has been recognized as one of the top independent broker-dealers in the United States.
Learn more about Cambridge Investment Research
Size
1,000 employees
Industry

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