Technical Lead – Client Servicing Portal jobs in United States
cer-icon
Apply on Employer Site
company-logo

Fisher Investments · 2 days ago

Technical Lead – Client Servicing Portal

Fisher Investments is enhancing its Technology Department to support global growth, and is seeking a Technical Lead for their Client Servicing Portal. This role involves providing technical leadership for a client-facing digital servicing platform, focusing on integration design and platform reliability.

Financial Services
check
Comp. & Benefits
check
H1B Sponsor Likelynote

Responsibilities

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

Qualification

Salesforce Experience CloudAzure-based backend servicesAPI designIdentityAccess managementEvent-driven integration patternsAgile environmentsFinancial services experienceClient self-service platforms

Required

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

Benefits

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

Company

Fisher Investments

company-logo
Fisher Investments is an independent, fee-only investment adviser.

H1B Sponsorship

Fisher Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (23)
2023 (16)
2022 (28)
2021 (8)
2020 (7)

Funding

Current Stage
Late Stage
Total Funding
unknown
2024-06-16Private Equity

Leadership Team

leader-logo
Christer Crusenvinge
Regional Director
linkedin
Company data provided by crunchbase