Senior Salesforce Engineer

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• As a Senior Salesforce Developer/Engineer at Mercer Advisors, you will play a pivotal role in optimizing and expanding our Salesforce ecosystem. • This role demands advanced technical expertise to design, develop, and implement customized Salesforce solutions that drive operational efficiency and business growth. • You will work closely with cross-functional teams to translate business needs into actionable technical requirements, ensuring seamless integration and enhancement of our Salesforce environment. • You will also leverage AI and machine learning capabilities within the Salesforce platform—including Salesforce Einstein and Agentforce—to deliver intelligent, data-driven solutions that enhance client engagement and advisor productivity.

🎯 Requirements

• Bachelor’s degree in Computer Science, Information Technology, or a related field, or equivalent experience. • Experience in the Wealth Management or Financial Services field preferred. • Experience with Data Engineering (specifically in Python) preferred. • Minimum of 5 years of experience in Salesforce development with a proven track record of complex project execution. • In-depth knowledge of the Salesforce development lifecycle, including SDLC, Agile, and SCRUM methodologies. • Strong experience with Apex, Visualforce, Lightning components, and Salesforce APIs. Proven ability to develop custom solutions and integrations within the Salesforce platform. • Proficient in Salesforce administration, including User, Role, Profile management, Workflows, Page Layouts, Validation Rules, and Security configurations. • Experience with Salesforce Sandbox administration and deployment management. • Experience with Salesforce Einstein tools (Einstein Prediction Builder, Einstein Discovery, Einstein Activity Capture, Einstein Bots) or Agentforce strongly preferred. • Familiarity with AI/ML concepts such as predictive modeling, natural language processing, and recommendation systems, and how they apply within CRM environments. • Experience integrating third-party AI or generative AI services (e.g., large language model APIs) into Salesforce workflows is a plus. • Understanding of responsible AI principles, including data privacy, bias mitigation, and regulatory compliance considerations relevant to financial services.

🏖️ Benefits

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing