Salesforce Developer

🕒 July 7

🇺🇸 United States – Remote

💵 $68.1k - $221.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🌐👩‍💻 Salesforce Developer

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Serve as the primary administrator for a ~100-user Salesforce org utilizing Financial Services Cloud and Einstein 1 licenses. • Oversee user setup, profiles, permission sets, role hierarchy, queues, and security controls. • 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. • Customize FSC objects, record types, page layouts, and business processes tailored to the wealth management/RIA industry. • Integrate third-party applications, including document management, e-signature, custodial platforms, and marketing automation systems. • Leverage Einstein 1 features to provide AI-driven insights such as predictive analytics, opportunity scoring, and workflow optimization. • Identify and develop use cases for embedded AI within Salesforce. • Manage large volumes of structured and unstructured data in Salesforce Data Cloud to create unified and harmonized client profiles.

🎯 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 • 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)

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development • Bonuses