Job Responsibilities:

✦   Configure objects, flows, validation rules, permission sets, and page layouts.

✦   Maintain householding, financial account structures, goals, interactions, and client profiles.

✦   Support AI configuration for automated workflows, reminders, document processes, and advisor tasking.

✦   Assist with data quality, deduplication, record merges, and compliance-required updates.

✦   Provide Tier 1 & Tier 2 user support to advisors, operations, and leadership.

✦   Participate in testing, releases, and environment management.

✦   Ensure security and compliance alignment with banking standards.

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Job Requirements:

✦   Hands-on administration experience with Salesforce FSC – highly desired.

✦   Familiarity with Practifi AI configuration – highly desired.

✦   Understanding of wealth management roles, terminology, and service models.

✦   Strong analytical and troubleshooting skills.

✦   Experience working in regulated environments.

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Job Application:

✦   Employer Job ID: 5050

✦   Job Application Type: Link

​      Job Application Link: https://www.linkedin.com/jobs/search/?currentJobId=4412013475&f_TPR=r86400&geoId=103644278&keywords=salesforce&sortBy=R&start=25

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Additional Details:

✦   Must reside in one of the following states: AR, MO, OK, KS, FL, GA, TN, TX.