Our client, one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, are currently seeking qualified candidates to join their team as a Salesforce Administrator.  The candidate will work as part of a team responsible for management, customization, and development of the firm’s Salesforce platform in alignment with business needs. The candidate will join a highly talented team of wealth management and client service professional responsible for delivering superior service to sophisticated, high net worth individuals and large complex institutions.

• Contribute to projects delivering on a variety of Salesforce implementation, migration, and development efforts
• Build out and implementation of platform changes to support business needs while minimizing operational impact to users
• Partner with internal teams to analyze current process and suggest improvements to capitalize on the full features of the Salesforce Platform
• Perform regular maintenance for security and data integrity, including license management, user permission analysis, data import and export, and system management in response to user role and profile updates
• Provide support to suggest changes to internal business processes and assistance to the Operations team with regard to system and process documentation
• Monitor and develop data integration tools to provide support for business process across internal platforms (Tamarac Reporting, eMoney, Hubspot)
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures

• Bachelor’s degree in a technical field or equivalent experience required
• 2+ Years’ experience of Salesforce administration experience
• Financial Services industry experience preferred
• Salesforce Financial Services Cloud (FSC) experience preferred
• Salesforce Certified Administrator Certification preferred
• Experience with Agile or SCRUM development environment preferred
• Excellent written, verbal, and interpersonal communication abilities
• Strong data management abilities