Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
SUMMARY
Are you a Certified Salesforce Application Architect with experience in the Wealth Management Industry? Allworth Financial is seeking an Architect to design, develop, and implement critical business solutions to enhance company performance. This is an opportunity for an experienced Salesforce Architect to join a rapidly growing company that values its employees and their contributions.
This is a full-time, exempt, hybrid or remote position.
The base salary range for this role is $120,000-$150,000 per year. In addition, we also provide generous benefits to all our full-time employees.
RESPONSIBILITIES
- Design, develop, and implement critical business solutions to enhance company performance in Wealth Management.
- Lead requirements gathering sessions using various methods including interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, and scenarios.
- Design adaptable and scalable solutions that meet current business needs and can be leveraged to address future needs. Create data flow diagrams and process flow diagrams to facilitate better system understanding.
- Analyze business processes and design scalable solutions to increase operational maturity.
- Provide strategic guidance for the Salesforce.com platform, identifying and proposing innovative capabilities.
- Lead and oversee testing efforts to ensure high-quality deliverables.
- Drive business stakeholders toward consensus and decisions.
EXPERIENCE
- 5 + years of hands on Salesforce Configuration
- 3+ years of hands-on design, coding, integration, and deployment experience (Apex, LWC, SOQL) - Required
- Salesforce Certifications REQUIRED (Application Architect AND/OR Platform Developer 2). Please include your Trailblazer URL AND relevant credential ID’s.
- Experience integrating Salesforce with other systems using REST APIs
- Strong experience with Managed Packages, Connected Apps, Named Credentials, etc.
- Financial Services Cloud (FSC) experience preferred
- Mastery of Salesforce Flow Builder/Orchestrator required
- 2+ years Financial Services Cloud (FSC) Lightning Experience
- Experience working with wealth management or financial services companies preferred
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
BENEFITS
We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy.
- Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
Similar Jobs
What We Do
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
