Experienced Software Engineer (Hybrid - Salesforce)

What You'll Do

We're looking for an experienced, Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative greenfield platform, we are seeking a Software Engineer with SALESFORCE CRM experience to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising and servicing platform, enabling omni-channel, AI-powered, and deeply integrated servicing experiences for clients and advisors. You'll be part of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities.

Key Responsibilities :

Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce CRM and chat-based servicing.

Grow the team's ability to own and design all software development layers of a solution.

Collaborate on the design and delivery for chatbot / virtual assistant (AI / ML models, embedded apps, escalation logic)

Partner with design teams to build intuitive front-end flows for scheduling, notifications, and real-time communications.

Build core conferencing infrastructure (audio / video / co-browsing) and integrate with CRM and planning systems.

Guide UI development for seamless client-advisor interactions across chat, video, and co-browsing experiences.

Build and scale advisor tooling with clean, accessible interfaces to surface CRM / Master Data Management data, client insights, and integrated workflows.

Design extensible UI components to support advisor workflows.

Ensure frontend / backend contract stability, API quality, and traceability in cross-channel journeys.

Who You Are

We are looking for someone with :

Associate or bachelor's degree (preference in a computer science, technology, engineering or math-related field or equivalent experience) and 3+ years work experience or equivalent experience.

3+ years of Salesforce development experience is required.

Strong hands-on experience with front-end technologies such as React, TypeScript, WebSockets, and real-time rendering.

Strong experience with enterprise CRM and Marketing tools (Salesforce FSC preferred) and front-end API consumption models.

Proven ability to collaborate with product, UX, and security teams to deliver polished, compliant, and scalable user interfaces.

Hands-on experience developing software solutions for wealth management platforms or financial services applications.

Additional Preferred Skills :

Advanced planning, organizational, problem-solving, analytical, decision-making and communication skills.

Must be able to maintain a high degree of accuracy and confidentiality.

Must have the desire to learn new technology and continuously grow.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$91000 - $123000 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible

Yes

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek). You'll work with your leader to figure out which option may align best based on several factors.

Work Authorization / Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO : F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers () and Green Card for Employment-Based Immigrants ()

Investment Code of Ethics

For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose : to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values () , benefits () and why we're an exceptional place () to grow your career.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

9 / 16 / 2025

Most Recently Posted Date

9 / 16 / 2025