Mariner Wealth Advisors
Salesforce Developer
United States
Sponsorship not specifiedDetected 15 days ago
CybersecuritySalesforceCommunication
About the role
- This role is integral to advancing our firm's operational and strategic goals by delivering scalable, efficient, and secure Salesforce solutions.
Responsibilities
- Maintain data integrity through validation rules, duplicate management, and scheduled data audits.
- Develop and manage reports, dashboards, and list views to deliver actionable business insights.
- Deliver end-user support and training
- create documentation outlining system processes and best practices.
- Design and implement scalable solutions using Apex (triggers, classes), Lightning Web Components (LWC), Flows, and other programmatic tools.
- Integrate third-party applications, including document management, e-signature, custodial platforms, and marketing automation systems.
- Identify and develop use cases for embedded AI within Salesforce.
Requirements
- 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 and administering a user base of 50+ in a Salesforce production environment
- Required:
- Preferred:
- #LI-REMOTE
Nice to have
- Familiarity with Salesforce Einstein 1 features and capabilities
- Experience with 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)
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