ABOUT THE ROLE
Mariner is seeking an innovative Agentforce and AI Developer to lead the design and implementation of AI-powered automation within our Salesforce Financial Services Cloud (FSC) ecosystem. 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.
KEY 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
Integrate Agentforce with MuleSoft APIs, external data feeds, and financial planning platforms to extend agent functionality
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
Conduct comprehensive testing of agent behavior, including handling edge cases, mitigating hallucination risk, and upholding compliance requirements
Monitor agent performance, analyze usage data, and refine agent workflows based on advisor feedback and evolving Salesforce AI capabilities
Stay abreast of the Salesforce AI roadmap, proactively evaluating and implementing new Agentforce features to enhance our platform
REQUIRED QUALIFICATIONS
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
Demonstrated ability to design within Salesforce’s security model (profiles, permission sets, sharing rules)
Proven skill in translating complex advisor workflows into structured agent-driven action sequences
PREFERRED QUALIFICATIONS
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
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#LI-REMOTE
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V
Skills Required
- 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
- Ability to design within Salesforce's security model (profiles, permission sets, sharing rules)
- Proven skill translating complex advisor workflows into structured agent-driven action sequences
- Salesforce AI Associate or Agentforce Specialist certification
- Familiarity with the Salesforce FSC data model and advisor/client relationship management
- Experience with MuleSoft integration patterns
- Background in financial services, wealth management, or fintech
- Exposure to responsible AI frameworks and compliance protocols for regulated industries
Mariner Wealth Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mariner Wealth Advisors and has not been reviewed or approved by Mariner Wealth Advisors.
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Healthcare Strength — Health coverage is considered strong with medical, dental, and vision plans supported by wellness programs, HSA/FSA options, and telehealth. This breadth of healthcare support contributes meaningfully to perceived total compensation.
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Retirement Support — A 401(k) with company match is a core element and is viewed as a strong part of the package. Retirement benefits are positioned as competitive within the overall offering.
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Leave & Time Off Breadth — Paid time off, parental leave, and a set of paid holidays provide broad leave coverage. Reasonable work-life balance outside busy seasons further elevates the value of time-off benefits.
Mariner Wealth Advisors Insights
What We Do
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. Our clients include individuals, families & institutions. Our wealth solutions include: • Wealth planning • Investment advisory services • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning To learn more about us, please visit marinerwealthadvisors.com.
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