Job Title: Salesforce Developer
Job Summary:
Mariner is seeking a skilled Salesforce Developer to drive the ongoing development, optimization, and support of our Salesforce environment. This role is integral to advancing our firm’s operational and strategic goals by delivering scalable, efficient, and secure Salesforce solutions. Working closely with cross-functional teams, you will help enhance our platform’s capabilities, provide user support, and ensure the system meets the evolving needs of the business.
Key Responsibilities:
Salesforce Administration
Serve as the primary administrator for a ~100-user Salesforce org utilizing Financial Services Cloud and Einstein 1 licenses.
Oversee user setup, profiles, permission sets, role hierarchy, queues, and security controls.
Maintain data integrity through validation rules, duplicate management, and scheduled data audits.
Develop and manage reports, dashboards, and list views to deliver actionable business insights.
Deliver end-user support and training; create documentation outlining system processes and best practices.
Salesforce Development
Design and implement scalable solutions using Apex (triggers, classes), Lightning Web Components (LWC), Flows, and other programmatic tools.
Customize FSC objects, record types, page layouts, and business processes tailored to the wealth management/RIA industry.
Integrate third-party applications, including document management, e-signature, custodial platforms, and marketing automation systems.
Einstein 1 Capabilities
Leverage Einstein 1 features to provide AI-driven insights such as predictive analytics, opportunity scoring, and workflow optimization.
Identify and develop use cases for embedded AI within Salesforce.
Manage large volumes of structured and unstructured data in Salesforce Data Cloud to create unified and harmonized client profiles.
Qualifications:
Required:
3+ years of experience in Salesforce Administration and/or Development
Experience working in or supporting Salesforce Financial Services Cloud
Strong understanding of wealth management, RIA operations, or financial services industry workflows
Proficiency in Apex, Flows, Lightning components, and Salesforce DX
Experience supporting and administering a user base of 50+ in a Salesforce production environment
Preferred:
Familiarity with Salesforce Einstein 1 features and capabilities
Experience with Data Cloud ingestion configuration, model mapping, and segment creation
Salesforce Administrator Certification (ADM 201)
Salesforce Platform Developer I Certification
Experience with Salesforce Shield, encryption, and compliance controls
Familiarity with marketing and client communication tools integrated with Salesforce (e.g., Pardot, Marketing Cloud, or third-party integrations)
#LI-JS1
#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
- 3+ years of experience in Salesforce Administration and/or Development
- Experience working in or supporting Salesforce Financial Services Cloud
- Strong understanding of wealth management, RIA operations, or financial services industry workflows
- Proficiency in Apex, Flows, Lightning components, and Salesforce DX
- Experience supporting and administering a user base of 50+ in a Salesforce production environment
- Familiarity with Salesforce Einstein 1 features and capabilities
- Experience with Data Cloud ingestion configuration, model mapping, and segment creation
- Salesforce Administrator Certification (ADM 201)
- Salesforce Platform Developer I Certification
- Experience with Salesforce Shield, encryption, and compliance controls
- Familiarity with marketing and client communication tools integrated with Salesforce, such as Pardot, Marketing Cloud, or third-party integrations
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 described as robust, with low associate premiums, strong employer subsidy, and comprehensive options that include telehealth and therapy access.
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Leave & Time Off Breadth — Paid time off, parental leave, and 11 paid holidays are explicitly provided, complemented by paid volunteer hours that broaden time‑off support.
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Retirement Support — A 401(k) with company match is part of the core package and the plan is regarded positively within the overall benefits mix.
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.
