What are the responsibilities and job description for the Salesforce Administrator - Financial Services position at Dunham?
Salesforce Administrator /
Application Support Engineer
Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states.
Dunham is an independently owned Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC, helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services.
Bring your drive and a great attitude to Dunham, and you will have the opportunity to grow with us professionally, personally, and financially. You will be part of a company that promotes from within, cares about your success, and rewards longevity.
As a Salesforce Administrator, you will be responsible for ensuring that all Dunham information systems are properly working – from end-user setup and troubleshooting to data center administration and support. This is not a remote or hybrid opportunity, the position requires San Diego local residency and in-office work. We are not able to sponsor visas at this time.
Job Summary (Purpose Of Role)
Serve as the primary Salesforce Administrator and internal application systems resource, responsible for the design, configuration, optimization, and ongoing support of the Salesforce platform and related business applications. This role requires independent judgment in analyzing business requirements, designing system solutions, and implementing scalable configurations and enhancements.
The position combines Salesforce administration with application support, light development (Apex, integrations), and process automation, while contributing to system governance, data integrity, and continuous improvement initiatives.
Essential Functions (Primary Responsibilities)
Salesforce Administration & System Design
$95,000 - $120,000 salary
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Flexible Spending Plan (FSA)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
Other Great Benefits!
401(k) Plan with generous company match
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events
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Application Support Engineer
Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states.
Dunham is an independently owned Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC, helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services.
Bring your drive and a great attitude to Dunham, and you will have the opportunity to grow with us professionally, personally, and financially. You will be part of a company that promotes from within, cares about your success, and rewards longevity.
As a Salesforce Administrator, you will be responsible for ensuring that all Dunham information systems are properly working – from end-user setup and troubleshooting to data center administration and support. This is not a remote or hybrid opportunity, the position requires San Diego local residency and in-office work. We are not able to sponsor visas at this time.
Job Summary (Purpose Of Role)
Serve as the primary Salesforce Administrator and internal application systems resource, responsible for the design, configuration, optimization, and ongoing support of the Salesforce platform and related business applications. This role requires independent judgment in analyzing business requirements, designing system solutions, and implementing scalable configurations and enhancements.
The position combines Salesforce administration with application support, light development (Apex, integrations), and process automation, while contributing to system governance, data integrity, and continuous improvement initiatives.
Essential Functions (Primary Responsibilities)
Salesforce Administration & System Design
- Serve as the primary administrator and subject matter expert for Salesforce, including system configuration, data architecture, security model, and platform optimization
- Analyze business requirements and design scalable Salesforce solutions, including objects, fields, automation, and reporting structures
- Maintain and enforce data governance standards, including data quality, deduplication strategies, and data lifecycle management
- Configure and enhance workflows, Flows, validation rules, and reporting to support evolving business processes
- Manage and support integrations between Salesforce and internal/external systems
- Develop and maintain Apex code, automation logic, and system enhancements where declarative tools are insufficient
- Design and implement process automation to improve operational efficiency and reduce manual effort
- Support system releases, testing, and deployment processes across environments
- Evaluate and implement new platform capabilities and third-party tools
- Provide Tier 2/3 application support for Salesforce and related business systems, including troubleshooting complex issues and performing root cause analysis
- Monitor system performance and proactively identify opportunities for improvement
- Develop and maintain system documentation, standards, and best practices
- Deliver user enablement through training, guidance, and documentation
- Identify and lead initiatives to improve system functionality, automation, and data usability
- Partner with business and IT stakeholders to align system capabilities with organizational objectives
- Evaluate emerging technologies, including AI and automation tools, to enhance system capabilities and user productivity
- Provide limited support for broader IT systems and applications, primarily as it relates to application functionality and integration points
- Assist with system-related troubleshooting in coordination with infrastructure or support teams
- Support data backup validation, system maintenance activities, and environment management as needed
- Bachelor’s degree in Information Systems, Computer Science, or related field preferred (or equivalent experience)
- Salesforce Administrator Certification required or strongly preferred
- Additional certifications (Advanced Admin, Platform Developer I, or related) are a plus
- 3–5 years of Salesforce administration experience with increasing responsibility
- Experience designing and implementing Salesforce solutions (configuration, automation, reporting)
- Working knowledge of Apex, SOQL, and platform development concepts
- Experience supporting business-critical applications in a professional environment
- Familiarity with system integrations, APIs, and data management tools
- Experience in financial services or regulated environments
- Exposure to AI tools, automation platforms, or advanced analytics
- Understanding of system security principles and access control models
- Strong analytical and systems-thinking capabilities
- Ability to exercise independent judgment in system design and problem resolution
- Strong attention to detail, particularly in data and configuration accuracy
- Effective communication with both technical and business stakeholders
- Ability to manage multiple initiatives and priorities simultaneously
- Continuous learning mindset with interest in emerging technologies
$95,000 - $120,000 salary
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Flexible Spending Plan (FSA)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
Other Great Benefits!
401(k) Plan with generous company match
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events
Powered by JazzHR
CDDE4HyOJk
Salary : $95,000 - $120,000