Technical Lead - Client Servicing Portal
Overview
It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Technical Lead - Client Servicing Portal to support our Marketing and Corporate Communications Technology Services team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
The Opportunity:
We are seeking a hands-on Technical Lead to provide technical leadership for a client-facing digital servicing platform. This role owns technical execution across Salesforce Experience Cloud and Azure-based backend services, with a strong focus on integration design, delivery guidance, and platform reliability. The Technical Lead works closely with Solution Architects and delivery teams to translate architecture into scalable, secure, and production-ready solutions, while using targeted proofs of concept to de-risk complex or high-impact initiatives. You will report to the Digital Engineering Manager.
The Day-to-Day:
- Provide technical leadership for delivery teams building and enhancing a client-facing servicing platform
- Design and govern integrations between Salesforce Experience Cloud, Azure-based backend services, IAM platforms, and enterprise systems
- Build and validate secure, scalable Azure integration pipelines and APIs, ensuring performance, observability, and reliability
- Develop targeted proofs of concept to validate complex integrations, new patterns, or platform capabilities as needed
- Participate in on-call rotation and support incident triage, root cause analysis, and production stability efforts
- Partner closely with Solution Architects and platform teams to translate architectural designs into executable technical solutions
Your Qualifications:
- 10+ years of professional software engineering experience
- 2+ years of experience in a senior or technical lead role
- Strong hands-on experience with Salesforce Experience Cloud in authenticated, client-facing platforms
- Deep experience designing and building Azure-based backend services and integration pipelines
- Proven expertise in API design, system integration, and secure data exchange
- Hands-on experience integrating with identity and access management platforms such as Okta, including SSO, OAuth/OIDC, and token-based authentication
- Experience integrating communication and verification services such as Twilio for secure notifications, OTP, or messaging workflows
- Experience guiding delivery teams through complex technical implementations in Agile environments
- Experience supporting client self-service, onboarding, or document exchange platforms
- Experience with event-driven and asynchronous integration patterns
- Background in financial services or other regulated environments
- Experience supporting high-availability, customer-facing systems
- Bachelor's degree in computer science, Engineering, or related technical field or equivalent practical experience
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Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- FSA
- HSA With Employer Contribution
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- HSA
- Mental Health Benefits
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Adoption Leave
- Fertility Benefits
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
- Work-From-Home Stipend
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Happy Hours
- Holiday Events
- Casual Dress
- Company Outings
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
Financial and Retirement
- Performance Bonus
- Relocation Assistance
- Financial Counseling
- Pension
- 401(K)
- 401(K) With Company Matching
Professional Development
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Leadership Training Program
- Associate or Rotational Training Program
- Lunch and Learns
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
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