Mission Wealth · 13 hours ago
Platform Engineer
San Diego, CA, US
Full-time
Onsite
Mid, Senior Level
$170K/yr - $220K/yr
4+ years expMission Wealth is a leading wealth management company recognized for its commitment to community and excellence. They are seeking a Platform Engineer to build and operate production data and integration platforms, ensuring reliability, security, and scalability of core workflows across various platforms.
Financial ServicesInsuranceRisk ManagementTax ConsultingWealth Management
Responsibilities
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
Qualification
Required
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
Preferred
Custodial integration patterns (Tamarac, Schwab/Wealthscape, Fidelity) using SFTP/API ingestion
Benefits
Medical/dental/vision benefits
401(k)/Profit Sharing
Volunteer Time Off (VTO)
Family Medical Leave (FMLA)
Sabbaticals
Wellness benefits
Ongoing educational reimbursements
Company
Mission Wealth
Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Great Hill Partners
2025-05-01Private Equity
Leadership Team
Brad Stark
Founder and Chief Compliance Officer
John Wernz
Partner, Strategic Advisor
Recent News
2026-01-16
2025-09-17
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