Fidelity Investments
Director Salesforce Team Lead
Smithfield, RI
Jul 2, 2025
Full-time
Full Job Description

Job Description:

This role provides you with the opportunity to join a SaaS/cloud-first, innovative, fast-paced technology team within Asset Management Technology, responsible for Business and System analysis of applications supporting the Hight income and Alternatives technology team. Your focus will be to continuously develop enhance and maintain Sales and Relationship Management functionalities in our CRM Salesforce platform, redefining the sales, servicing & client experience.

The Team

The High Income and Alternatives Technology team manages and develops technology platform that supports our high yield investment team with over $100B of client assets in US high yield debt, emerging market debt and a growing list of high yield alternative credit products. We are seeking a strategic and technically proficient Salesforce Engineering Director / Team Lead to lead our Salesforce development team. This role is responsible for driving the design, development, and delivery of scalable Salesforce solutions that align with business goals. The ideal candidate combines strong leadership with deep Salesforce expertise, a collaborative mindset, and a passion for continuous improvement. You will be part of a tremendously hardworking and diverse team operating with an agile mentality, culture, and principles to deliver innovative solutions. You will be part of a team that has a passion for technology tempered by a level-headed approach to problem solving and delivering value that moves our business partners forward.

Key Responsibilities:

* Leadership & Strategy- Lead, mentor, and grow a high-performing team of Salesforce engineers and administrators.

* Define and execute the Salesforce engineering roadmap in alignment with business priorities.

* Foster a culture of innovation, accountability, and continuous learning.

* Technical Oversight

* Architect and oversee the implementation of Salesforce solutions across Sales Cloud, Service Cloud, Experience Cloud, and custom applications.

* Ensure adherence to Salesforce best practices in development, security, and performance.

* Collaborate with enterprise architects and integration teams to ensure cohesive system design.

* Agile & Collaboration

* Work in an Agile development environment, participating in sprint planning, reviews, and retrospectives.

* Collaborate cross-functionally with various Product, Engineering, and Customer facing teams to deliver impactful solutions.

* Contribute to and review user stories, system stories, and supporting documentation.

* Project & Stakeholder Management

* Manage project timelines, deliverables, and team capacity.

* Translate complex business requirements into scalable technical solutions.

* Communicate effectively with stakeholders at all levels.

* Data & Process Analysis

* Perform data analysis using SQL (Oracle) and Excel to support decision-making and solution design.

* Diagram business processes and system workflows to support solution architecture and stakeholder understanding.

* Research, document, and review existing systems and recommend enhancements for self-contained projects within larger programs.

* Governance & Compliance

* Ensure compliance with data governance, privacy, and security standards.

* Maintain system documentation and enforce change management protocols.

Qualifications:

* Bachelor's or Master's degree in Computer Science, Engineering, or related field.

* 8+ years of experience in Salesforce development and architecture.

* 3+ years in a leadership or management role.

* Salesforce certifications (e.g., Platform Developer II, Application Architect, System Architect) strongly preferred.

* Strong analytical skills with the ability to evaluate systems and recommend improvements.

* Proficiency in writing user and system stories and related documentation.

* Experience with SQL (Oracle) and Excel for data analysis.

* Ability to diagram and communicate business processes and system workflows.

Certifications:

Category:

Information Technology

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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Job Information
Job Category:
Information Technology
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Director Salesforce Team Lead
Fidelity Investments
Smithfield, RI
Jul 2, 2025
Full-time
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