What You'll Be Doing
The Salesforce Administrator II independently manages configuration, customization, and ongoing enhancement of Salesforce Financial Services Cloud (FSC) supporting Wealth Management. This role plays a key part in delivering complex configurations, maintaining system integrity, supporting DevOps release processes, and partnering with business stakeholders to optimize advisor and client workflows.
What We're Looking For
- Design and implement complex configurations including custom objects, flows, validation logic, dynamic forms, and Lightning components.
- Enhance FSC capabilities for households, financial accounts, relationship mapping, and client lifecycle management.
- Support custom advisor dashboards, automation, and reporting frameworks.
- Configure role hierarchy, sharing rules, and field-level security to meet fiduciary and compliance standards.
- Gather requirements from advisors, operations, and compliance teams.
- Translate business needs into scalable Salesforce configurations.
- Recommend process improvements aligned with FSC capabilities and platform best practices.
- Support CI/CD processes (e.g., Copado or equivalent) for metadata deployment.
- Manage sandbox strategy and coordinate testing cycles.
- Validate deployments and ensure change control compliance.
- Maintain data quality, duplicate management, and auditability controls.
- Ensure configurations meet regulatory and fiduciary obligations.
- Support reporting needs for supervisory and compliance oversight.
What You'll Bring
- Strong knowledge of custom objects, fields, record types, page layouts, and Lightning apps.
- Strong knowledge of user management, profiles, permission sets, and role hierarchy.
- Strong knowledge of validation rules, flows, workflow rules, and approval processes.
- Ability to build and maintain complex flows (record-triggered, screen flows).
- Ability to build and maintain reports and dashboards for different audiences.
- Solid understanding of data management, data loader, imports, exports, deduplication, and data hygiene.
- Experience supporting integrations or third-party apps.
- Able to troubleshoot issues independently and explain solutions clearly to non-technical users.
- Understanding of Salesforce best practices around security and access control, change management (sandboxes, deployments, release notes), testing, and documentation.
- Experience supporting audits, data privacy, or compliance requirements is often a plus.
- Ability to work with sales leadership, frontline users, and IT/developers.
- Able to document processes and provide user training or support.
Education & Experience
- Minimum Required: Bachelor’s degree or equivalent experience.
- Minimum Required: 2+ years Salesforce administration experience.
Licenses & Credentials
- Minimum Required: Salesforce Administrator Certification.
Systems & Technology
- Experience with DevOps tools such as Copado, Gearset, or similar.
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