Job Description
Job Description
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Platform Engineer to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!
As a Platform Engineer, you will build and operate the production data and integration platforms that power our advisors, operations teams, and client-facing systems. You will own the reliability, security, and scalability of core workflows across platforms such as Salesforce, Snowflake, Tamarac, and supporting automation services.
This is a hands-on builder-operator role focused on turning messy, real-world business needs into durable, well-run systems. You will design and maintain data pipelines, integrations, and automation; respond to incidents; improve observability and operational hygiene; and continuously reduce manual work through standardization and tooling.
Partnering closely with Product, Data, Operations, and M&A stakeholders, you will scope ambiguous requests into deliverable platform capabilities – moving from pilots to production while managing dependencies with vendors and system integrators. As the platform matures, you will help professionalize operations by establishing runbooks, SLAs, and on-call practices, laying the foundation for a small internal platform operations function that can scale with the firm.
Day-to-Day as a Platform Engineer
- Build and maintain Mission Wealth’s core technical infrastructure across core platforms such as Salesforce, Snowflake, and Tamarac, ensuring data moves reliably end-to-end.
- Build, harden, and operate Python-based ETL/automation pipelines (including batch jobs on Azure VMs) with strong logging, error handling, and retries.
- Maintain “production hygiene”: monitoring/alerting, incident response, root-cause analysis, and improvements that reduce repeat issues.
- Create and maintain runbooks, SLAs, and operational playbooks; participate in an on-call rotation as the platform matures.
- Design and evolve warehouse structures (Snowflake preferred) and write transformation-oriented SQL to support analytics, reconciliation, and downstream workflows.
- Build automation that improves advisor onboarding and M&A onboarding, reducing manual cleanup by normalizing and mapping CRM/account/portfolio data.
- Implement workflows that extract structured data from unstructured sources (documents, statements, tax returns, emails, meeting summaries) in a controlled, auditable way.
- Partner with Product, Data, and M&I leaders to scope ambiguous requests into deliverable work (pilots to rollout), and manage dependencies with vendors/SIs as needed.
- Contribute to production GenAI flows that assist advisors and internal teams, with attention to PII handling and safety guardrails.
What You Bring as a Platform Engineer
- A builder/operator mindset: you ship working solutions and keep them healthy with documentation, monitoring, and disciplined operations.
- Strong integration instincts; able to troubleshoot data issues across APIs/files/SFTP and multiple vendor systems without guesswork.
- Comfort translating business needs into concrete technical workflows (data requirements, mappings, pipeline impacts, rollout steps).
- A bias toward repeatable systems over one-off scripts; you standardize, version, and document so others can run the playbook.
- Sound judgment around security and privacy, especially when working with client data and AI-enabled workflows.
- Clear communication: you can explain tradeoffs and status to technical and non-technical stakeholders.
Requirements
- Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related field.
- 4+ years of practical in platform engineering with experience building and operating production integrations/data pipelines
- Hands-on Salesforce experience in production, including integrations and light admin/development.
- Strong Python experience for ETL/automation; familiarity running scheduled batch jobs on Azure VMs (or similar) with operational hardening (logging, error handling).
- Strong SQL skills for validation, reconciliation, and lightweight data modeling; experience with a cloud warehouse (Snowflake preferred).
- Demonstrated operational discipline: runbooks, monitoring/alerting, SLAs, and willingness to participate in on-call.
- Practical exposure to GenAI/LLM integrations or assistant pilots, including the ability to reason about PII/safety.
- Experience integrating and normalizing heterogeneous datasets (CRM/account/portfolio) to reduce manual cleanup (especially in onboarding or M&A contexts).
- Familiarity with BI tools (Tableau/Power BI/Looker) and/or lightweight internal tools (e.g., Streamlit).
- Experience coordinating with integration partners / SIs and managing vendor deliverables.
- Nice to have: Custodial integration patterns (Tamarac, Schwab/Wealthscape, Fidelity) using SFTP/API ingestion.
Job Type: Full-time, salaried exempt
Location: On Site; Out of our San Diego, CA or Lisle, IL office
Salary: $170,000 base, plus annual bonus paid in quarterly increments.
Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.