Mariner Wealth Advisors
Agentforce Developer
United States
Sponsorship not specifiedDetected 16 days ago
NLPLLMsSalesforceCRM
About the role
- In this pivotal role, you will architect and deploy Agentforce agents, autonomous workflows, and AI-enhanced advisor tools that elevate efficiency, personalization, and intelligence across our advisor platform.
- As a core contributor to our expanding AI initiatives, you will directly shape the future of advisor and client experiences at Mariner.
Responsibilities
- Design, configure, and deploy Agentforce agents in Salesforce FSC to automate advisor workflows, client service activities, and operational processes
- Develop and optimize agent topics, actions, and instructions using advanced prompt engineering for financial services scenarios
- Partner with FSC Solution Architects to ensure agent solutions are aligned with CRM data models, security frameworks, and best practices
- Implement Salesforce Einstein features (Einstein Copilot, Predictive AI, Next Best Action) to deliver actionable insights and recommendations for advisors
- Demonstrated ability to design within Salesforce's security model (profiles, permission sets, sharing rules)
Requirements
- 2+ years of Salesforce development experience (Apex, Lightning Web Components, Flow)
- Direct, hands-on experience with Agentforce, Einstein Copilot, or similar conversational AI technologies within Salesforce
- Strong knowledge of prompt engineering and large language model (LLM) behavior in enterprise environments
- Proven skill in translating complex advisor workflows into structured agent-driven action sequences
Nice to have
- Salesforce AI Associate or Agentforce Specialist certification
- Familiarity with the Salesforce FSC data model and advisor/client relationship management
- Experience with MuleSoft integration patterns to enhance agent capabilities with external data
- Background in financial services, wealth management, or fintech
- Exposure to responsible AI frameworks and compliance protocols relevant to regulated industries
- We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community.
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This listing is sourced directly from Mariner Wealth Advisors's careers page and normalized into a canonical job model.