Tech Stack Engineer

About Summit Financial

Ranked 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 Overview

We 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 Responsibilities

Salesforce Development & Platform Engineering

• Design, develop, and maintain solutions within Salesforce (Sales Cloud and related modules)
• Customize objects, fields, workflows, and automation using Flows, Apex (as needed), and declarative tools
• Build and maintain integrations between Salesforce and external systems (e.g., eMoney, Addepar, DocuSign)
• Develop reports, dashboards, and data models to support business decision-making

WealthTech Systems Integration

• Support and optimize integrations across Salesforce, eMoney, Addepar, DocuSign, and other core platforms
• Ensure accurate and timely data synchronization across systems
• Identify opportunities to streamline workflows and eliminate manual processes
• Collaborate with internal teams and vendors to enhance system interoperability

Data Management & Migration

• Support data migration, onboarding, and integration efforts, particularly for acquisitions
• Ensure data integrity, consistency, and governance across systems
• Identify and remediate data quality issues (e.g., duplicates, incomplete records, mismatches)
• Contribute to enterprise data standardization and “golden record” initiatives

Solution Design & Delivery

• Partner with stakeholders to gather and translate business requirements into scalable technical solutions
• Participate in solution design, testing, and deployment
• Continuously improve system capabilities and user experience

Documentation & Training Support

• Document system configurations, integrations, and operational processes
• Support user acceptance testing (UAT) and production rollouts
• Collaborate with training teams to improve documentation and adoption

Qualifications

Required

• 3+ years of experience with Salesforce platform development and administration
• Hands-on experience with Salesforce configuration (objects, fields, flows, validation rules, security)
• Experience building or supporting integrations between Salesforce and external systems
• Strong understanding of data structures, data migration, and system integration concepts
• Proven ability to translate business requirements into technical solutions

Technical & Professional Skills

• Strong troubleshooting and root cause analysis capabilities
• Ability to manage multiple priorities in a fast-paced, growth-oriented environment
• Excellent communication and stakeholder engagement skills
• High attention to detail and focus on data accuracy
• Strong collaboration skills across technical and business teams

Preferred Qualifications

• Experience 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 platforms
• Experience supporting M&A integrations or enterprise system consolidation efforts

Why Join Summit

• Play a key role in enhancing a $30B RIA technology platform
• Work across a highly integrated WealthTech ecosystem centered on Salesforce
• Contribute to high-impact data and integration initiatives
• Gain exposure to enterprise-scale systems and advisor experience transformation