Investor Relations Technology Specialist

Sixth Street•Austin, TX

29d

About The Position

This is a full-time based in Dallas or Austin, TX. As a Technology Specialist sitting within the Investor Services team, you will be working closely with our CRM Systems Specialist to implement high-priority projects focused on enhancing our Salesforce instance and related integrations and will assume product management responsibilities for a range of applications in the Investor Services tech stack. This role requires experience in the finance / investment management industry as well as an understanding of Salesforce development, API integrations, and project management principles. The ideal candidate is a highly motivated, self-directed individual with a proven track record of delivering successful Salesforce solutions.

Requirements

Problem-Solving Abilities: Strong analytical and problem-solving skills with the ability to identify and resolve technical challenges and approach issues strategically.
Communication Skills: Excellent written and verbal communication skills, with the ability to explain technical concepts to both technical and non-technical audiences.
Collaboration: Ability to work effectively within a team and collaborate with other developers and synthesize information from multiple stakeholders. “One-team” mentality.
Self-Starter: Highly motivated and self-directed individual with the ability to work independently with minimal supervision.

Nice To Haves

Experience with CRM systems and investor services systems (particularly Salesforce)
Salesforce certifications (e.g., Platform Developer I/II, Integration Architecture Designer)
Familiarity with Agile development methodologies
Experience with data migration tools
Experience in alternative investments a plus
Proven experience in Salesforce development, automations/flows, and API integrations

Responsibilities

Strategic Platform Ownership & Roadmap Development:
Assume ultimate ownership of the Investor Services Salesforce instance and all connected applications (e.g., SunGard DX, investor portals, marketing automation).
Develop and maintain a multi-year strategic roadmap for the platform, aligning technology initiatives with the firm's business goals and investor engagement strategies.
Architect and design scalable, robust solutions, making critical decisions on when to build custom (Apex/LWC) versus when to leverage declarative tools (Flows) or third-party applications.
Project & Program Management:
Lead all phases of the project lifecycle for IS technology initiatives, including requirements gathering, scoping, planning, resource allocation, development oversight, testing, and deployment.
Manage project timelines, budgets, and stakeholder expectations, ensuring timely delivery of high-quality solutions.
Prepare and present regular project status updates, performance metrics, and strategic recommendations directly to the Head of Investor Services and other senior management.
Stakeholder Management & Business Analysis:
Act as the primary technology partner for the Investor Services team, translating complex business needs into detailed technical requirements and functional specifications.
Collaborate with cross-functional teams (IT, Compliance, Finance) to ensure seamless integration and data integrity across firm-wide systems.
Proactively identify opportunities for process automation and system enhancements to improve team efficiency and the investor experience.
Technical Leadership & Team Mentorship:
Act as the primary technical lead and mentor for the CRM Systems Specialist and contractor(s), guiding their day-to-day project work and fostering their technical and professional development.
Oversee the quality and outcome of all technical execution, ensuring adherence to best practices.
Establish and enforce development best practices, documentation standards, and quality assurance protocols to elevate the team's capabilities.
Data Governance & Integration Management:
Design and oversee the architecture for all API integrations, ensuring secure and efficient data exchange between Salesforce and critical financial systems.
Establish and manage a comprehensive data governance framework to ensure the accuracy, integrity, and security of all investor data within Salesforce.
Oversee complex data migration projects and develop long-term data management strategies.