United States onlyWe are looking for a Salesforce Developer to support and enhance our Salesforce environment in alignment with the firm’s operational and strategic goals.. This individual will play a critical role in optimizing and expanding our Salesforce environment to support our business objectives, working across teams to deliver scalable, efficient, and secure solutions. This role will contribute to ongoing platform development, system maintenance, user support, and cross-functional initiatives.
Key Responsibilities:Salesforce Administration
- Serve as primary administrator for ~100-user Salesforce org using Financial Services Cloud and Einstein 1 licenses.
- Manage user setup, profiles, permission sets, role hierarchy, queues, and security controls.
- Maintain data integrity through validation rules, duplicate management, and scheduled data audits.
- Create and manage reports, dashboards, and list views to support business insights.
- Provide end-user support and training; develop documentation for system processes and best practices.
Salesforce Development
- Design and implement scalable solutions using Apex (triggers, classes), Lightning Web Components (LWC), Flows, and other programmatic tools as needed.
- Customize FSC objects, record types, page layouts, and business processes specific to the wealth management/RIA industry.
- Integrate third-party applications and tools, including document management, e-signature, custodial platforms, and marketing automation systems.
Einstein 1 Capabilities
- Leverage Einstein 1 features for AI-driven insights, including predictive analytics, opportunity scoring, and workflow optimization.
- Help identify use cases for embedded AI
- Work with large volumes of structured and unstructured data in Salesforce Data Cloud to unify and harmonize client profiles.
Qualifications:Required:
- 3+ years of experience in Salesforce Administration and/or Development
- Experience working in or supporting Salesforce Financial Services Cloud
- Strong understanding of wealth management, RIA operations, or financial services industry workflows
- Proficiency in Apex, Flows, Lightning components, and Salesforce DX
- Experience supporting a user base of 50+ in a Salesforce production environment
Preferred:
- Familiarity with Salesforce Einstein 1 features and capabilities
- Data Cloud ingestion configuration, model mapping, and segment creation
- Salesforce Administrator Certification (ADM 201)
- Salesforce Platform Developer I Certification
- Experience with Salesforce Shield, encryption, and compliance controls
- Familiarity with marketing and client communication tools integrated with Salesforce (e.g., Pardot, Marketing Cloud, or third-party integrations)
