Director of Software Engineering – Salesforce

Advisor Group•Scottsdale, AZ
•Hybrid

About The Position

Osaic is seeking a Director of Software Engineering, Salesforce to lead the engineering teams responsible for designing, building, and scaling its Salesforce platform and related integration ecosystem. The director will own technical strategy and delivery execution across Salesforce Sales Cloud, Service Cloud, Financial Services Cloud, custom Apex and Lightning development, integrations, and third-party managed packages. The role partners closely with Product, Architecture, and business stakeholders to deliver secure, high-performing solutions supporting Osaic’s network of Financial Professionals. As a senior engineering leader within the Technology organization, this role manages engineering managers and technical leads, establishes engineering standards and best practices, and guides decisions about architecture, technical debt, DevOps practices, and system performance. It is a highly visible, hands-on leadership position that calls for strong technical credibility, people leadership, and the ability to balance platform scalability with business demand. The position is based at one of Osaic’s listed hubs: Atlanta, Georgia; La Vista, Nebraska; Oakdale, Minnesota; Scottsdale, Arizona; or St. Petersburg, Florida. Osaic requires employees to work in the office at least four days per week on a hybrid schedule. The salary range is $165,000–$180,000 per year, plus an annual performance-based bonus. Compensation is determined individually based on job-related factors. Benefits include health, vision, and dental insurance, a 401(k), paid time away, volunteer days, and more. A bachelor’s degree is required; an MBA or related advanced degree is preferred. Significant directly relevant experience may be considered in lieu of a degree.

Requirements

  • 10+ years of software engineering experience, including 5+ years building and architecting Salesforce solutions.
  • 5+ years of people leadership experience managing engineering managers, technical leads, or senior developers.
  • Deep hands-on Salesforce development expertise, including Apex, Lightning Web Components, Salesforce APIs, and integration patterns.
  • Strong knowledge of Salesforce Sales Cloud and/or Service Cloud.
  • Proven experience leading enterprise-scale Salesforce implementations, migrations, or major platform upgrades.
  • Solid understanding of software engineering fundamentals, including CI/CD, automated testing, version control, and release management.
  • Experience partnering with Product, Architecture, Security, and Compliance teams in a regulated industry.
  • Excellent communication skills, including the ability to present technical strategy and risk to senior executives.
  • Strong analytical and problem-solving skills, with the ability to balance technical rigor and delivery speed.
  • Ability to manage multiple priorities and competing deadlines in a fast-paced, matrixed environment.
  • Bachelor’s degree required; significant directly relevant experience may be considered in lieu of a degree.

Nice To Haves

  • MBA or related advanced degree.
  • Financial Services Cloud experience.
  • Salesforce certifications, such as Platform Developer I/II, Application Architect, System Architect, or relevant cloud-specific certifications.
  • Prior experience in wealth management, broker-dealer, RIA, or asset management environments.
  • Experience with Salesforce Financial Services Cloud implementations at scale.
  • Experience with Salesforce DevOps tools such as Copado, Gearset, or Salesforce DX.

Responsibilities

  • Lead, mentor, and develop engineering managers, technical leads, and Salesforce developers, establishing performance expectations and career development paths.
  • Own technical strategy, architecture, and the long-term platform roadmap for the Salesforce ecosystem, including custom development, integrations, and third-party managed packages.
  • Partner with Product Management to turn business requirements into scalable, secure, and maintainable technical solutions.
  • Set engineering standards and drive code quality, CI/CD, automated testing, release management, and DevOps maturity.
  • Oversee Salesforce platform performance, scalability, reliability, org-limit governance, technical debt, and platform health.
  • Establish and enforce secure development practices aligned with information security, data privacy, and financial services regulatory requirements.
  • Serve as the primary technical escalation point for critical incidents, complex integrations, and high-risk platform releases.
  • Collaborate with Enterprise Architecture to ensure Salesforce integrates effectively with the broader technology ecosystem.
  • Manage vendor and consulting relationships with Salesforce implementation partners, ensuring quality delivery and knowledge transfer to internal teams.
  • Champion Agile engineering practices and participate in sprint planning, technical design reviews, and retrospectives across teams.
  • Own engineering capacity planning, staffing, and budget management for the Salesforce engineering function.
  • Perform other duties as assigned.

Benefits

  • Health insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Paid time away
  • Volunteer days
  • Annual performance-based bonus
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