Platform Engineer

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

Requirements

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.