Responsibilities

• Lead engineering teams for Salesforce-powered capabilities supporting sales, service, and insights across global landscape
• Partner with Product, delivery, and business leaders (distribution sales, client service, and internal stakeholders) to define and execute CRM and go-to-market strategies, including innovation in AI and data-driven insights
• Guide and influence cross-functional global teams to deliver scalable, client-facing CRM and go-to-market solutions that enhance sales pipelines and client experience
• Foster strong partnerships with data analytics leaders to innovate on using AI and machine learning and build out capabilities that enable efficiency and data driven decision-making
• Influence across product and business leaders to drive alignment, prioritize initiatives, and deliver outcomes
• Build and sustain a high-performing, collaborative engineering culture grounded in accountability, innovation, and continuous improvement

Requirements

• Bachelor's degree (preference in a computer science, technology, engineering or math-related field) or equivalent experience
• 8+ years of enterprise-level technical experience, demonstrating progressive responsibility and impact
• Formal people leadership experience, coaching talent, and building build a culture of accountability and collaboration
• Strong background in client-facing CRM platforms
• Proven ability to influence across teams and leaders in a highly matrixed environment
• Exceptional communication skills with the ability to connect technical delivery to business outcomes
• Comfortable operating in a global environment and navigating complexity, ambiguity, and competing priorities

Preferred

• Salesforce, cloud/AWS, data and analytics engineering Experience
• 4+ years of technology leadership managing and mentoring direct reports; proven ability to build strong teams and a culture of accountability
• Experience in financial services, with the ability to navigate complex client, product, and regulatory environments
• Background in asset management or broader investment/wealth domains
• Experience leading globally distributed engineering teams
• Experience integrating AI, data, and analytics capabilities into CRM ecosystems

Benefits

• Our product-driven Agile/Lean DevOps environment fosters a culture of innovation and experimentation across our development teams, with a customer-focused approach.
• comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.
• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
• Pension Eligible Yes
• Principal is an Equal Opportunity Employer