Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
As a Senior Salesforce Developer 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.
Essential Job Functions for Senior Salesforce Developer will include:
Advanced Development:
- Design and build sophisticated Visualforce pages, custom controllers, and Lightning components using Apex and other Salesforce technologies.
Integration Management:
- Lead the development of complex integrations across the Salesforce platform, ensuring seamless data flow between Salesforce and other enterprise systems.
Customization:
- Create and maintain custom objects, code, and test methods to support various business processes and project requirements.
Process Improvement:
- Establish and refine best practices for Salesforce technology deployments, ensuring effective project management and execution.
Collaboration:
- Engage with business stakeholders and technical teams to understand project goals, translate business requirements into technical specifications, and deliver data-driven solutions.
Project Management:
- Ensure timely delivery of high-quality solutions by managing deadlines and providing clear, consistent communication on project progress.
Quality Assurance:
- Conduct thorough testing and validation of deliverables to ensure they meet quality standards and functional requirements.
Mentorship:
- Provide guidance and support to junior developers and team members, fostering a collaborative and knowledge-sharing environment.
Required Knowledge, Skills and Abilities
- Bachelor’s degree in Computer Science, Information Technology, or a related field, or equivalent experience.
- 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.
Preferred Qualifications:
- Experience in the Wealth Management or Financial Services field preferred.
Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email [email protected]. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
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What We Do
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care.
Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
