Senior Salesforce Solution Architect

🕒 3 days ago

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Logo of Mariner

Mariner

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

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 FSC solution architect, owning the technical design of new capabilities including data model decisions, integration points, and UX patterns • Lead development of advanced Salesforce features using Apex, Lightning Web Components (LWC), and declarative tools (Flow, OmniStudio) • Design and maintain the FSC data model including Households, Financial Accounts, Relationships, Goals, and custom extensions • Define and enforce development standards, code review practices, and deployment processes across the Salesforce team • Collaborate with Agentforce and MuleSoft Developers to design cohesive, cross-platform architectures • Lead technical discovery sessions with business stakeholders and translate requirements into well-scoped platform solutions • Oversee org health by driving technical debt reduction, governor limit management, and performance optimization • Support Salesforce release management activities, including sandbox strategy, change set/metadata API deployments, and governance of releases • Evaluate and guide the platform's adoption of new Salesforce features, such as those on the Agentforce and Einstein roadmaps

🎯 Requirements

• 6+ years of Salesforce development experience, with at least 2 years focused specifically on Financial Services Cloud • Deep expertise in the FSC data model: Households, Financial Account Roles, Referrals, Action Plans, and the Person Account model • Advanced Apex development skills, including asynchronous processing, trigger frameworks, and best practices for test coverage • Proficiency with Lightning Web Components and Experience Cloud • Demonstrated experience in multi-developer orgs with version control (Git), CI/CD pipelines, and DevOps tools (e.g., Copado, Gearset) • Strong understanding of the Salesforce security model, including field-level security, sharing rules, and compliance considerations • Salesforce Certified Application Architect or System Architect (preferred) • Financial Services Cloud Accredited Professional (preferred) • Experience with OmniStudio (formerly Vlocity) within an FSC context (preferred) • Background with advisor technology ecosystems, including financial planning tools (eMoney, MoneyGuidePro) and portfolio management platforms (preferred) • Experience mentoring and leading a team of Salesforce developers (preferred)

🏖️ Benefits

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

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