Associate, Platform Management - Salesforce

Mariner Wealth Advisors is a national wealth advisory firm that provides a wide range of financial planning and investment management services to individuals and businesses.

Mariner

Employee count: 1001-5000

United States only

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Role Overview

The Platform Operations Associate (Salesforce Administrator) will own operational support for the Mariner’s current Compass Salesforce org and any upcoming orgs as designated with the firm strategy, managing user requests, troubleshooting issues, and delivering reporting and light automation enhancements. This individual will act as the front line for Salesforce cases and ensure that the system continues to meet business needs effectively and efficiently. This is a highly internal-facing role, working directly with business teams to resolve access, reporting, and system issues.

Key Responsibilities User Support & Case Management

Manage and resolve Platform cases (permissions, access, profile/role updates, troubleshooting)
Provide timely resolution to reporting and dashboard issues
Serve as a point of contact for Platform user support

Reporting & Analytics

Build and maintain reports and dashboards
Ensure reporting requests are scoped appropriately and align to business needs
Maintain reporting consistency and data accuracy

Automation & Enhancements

Develop and maintain Flows, validation rules, and light system enhancements
Support incremental improvements driven by business requests
Assist with testing and deployment activities

Data Quality & Governance

Monitor and improve data hygiene within FSC
Support validation improvements and standardization efforts

Integration & Technical Support

Assist in troubleshooting integration-related issues
Coordinate with vendors or technical teams as needed
Support ongoing platform stability

What Success Looks Like in This Role

Platform cases are resolved efficiently and consistently
Users experience minimal friction in accessing and using Salesforce
Reporting is accurate, reliable, and trusted
Platform enhancements are implemented cleanly and with minimal rework
Data quality steadily improves over time

Qualifications

Salesforce Administrator Certification preferred, or willing to obtain within 60 days of onboarding
1–4+ years of Salesforce administration experience (Financial Services Cloud experience a plus)
Experience with:
- User setup & permission management
- Reports & dashboards
- Flows and validation rules
- Basic troubleshooting and issue resolution
Strong organizational and case management skills
Ability to communicate clearly with non-technical stakeholders

EOE M/F/D/V

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About the job

Apply before

May 05, 2026

Posted on

Mar 06, 2026

Hiring timezones

United States +/- 0 hours

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About Mariner

Learn more about Mariner and their company culture.

View company profile

At Mariner Wealth Advisors, our primary focus is on the client. We understand that navigating the complexities of your financial life can be a significant challenge, which is why we are dedicated to providing comprehensive, tailored solutions to help you and your family achieve your long-term goals. Our firm was founded on the simple principle of putting clients first, and this ethos permeates every aspect of our work. We recognize that our clients, from busy medical professionals and successful business owners to corporate executives, each have unique financial situations and aspirations. That's why we don't believe in a one-size-fits-all approach. Instead, our advisors take the time to listen and understand your values, goals, and what's most important to you. This allows us to build a 360-degree wealth plan that is as unique as you are, integrating investment management, tax planning and preparation, estate planning, trust services, and insurance solutions into a cohesive strategy.

Many of our clients come to us because they lack the time or in-depth expertise to manage their wealth effectively while juggling demanding careers and personal lives. We address this by providing a dedicated team of in-house specialists who collaborate with your personal wealth advisor. This team includes seasoned professionals in tax, law, and risk management, ensuring that every facet of your financial plan is optimized and works in concert. This collaborative model means your advisor is empowered with a wealth of knowledge and resources, enabling them to offer more sophisticated and unified solutions to even the most complex financial challenges. We are committed to being a steadfast partner on your financial journey, providing the clarity and confidence you need to navigate your future. Our goal is to do more than just manage your wealth; it's to positively impact your life by helping you provide for your family, achieve your dreams, and build a lasting legacy.