Senior Salesforce Administrator

A Unique, Ground Floor Opportunity at an RIA that’s a fun, fast-growing, investment firm with an award-winning culture

This role is for an independent, nationally ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards, and we are featured in Forbes, Barron's, AdvisorHub, and other top media outlets. We have also been named a Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

Job Description:

We are seeking a full-time Senior Salesforce Administrator to join our Technology team in our Seattle, WA office. This mid-level position is instrumental in supporting our advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong knowledge and experience implementing Salesforce configurations and be able to thrive in a team environment with competing deadlines. This is a hybrid role so LOCAL candidates only please. US Citizens, Green Card or Permanent Residents only, no visas.

We are looking for architects not developers.

Job Responsibilities

• Own the Salesforce Financial Services Cloud platform, serving as the internal subject matter expert and lead admin responsible for platform design, maintenance, and innovation. Design, build, and optimize automation using Flow Builder, validation rules, custom objects, and declarative tools to streamline advisor and operations workflows.
• Lead new feature development, data architecture changes, and integration projects with limited oversight, ensuring enhancements align with industry best practices and firm strategy.
• Manage CRM data integrity, execute large-scale migrations (especially during M&A events), and oversee sandbox-to-production deployments.
• Act as the go-to resource for advanced Salesforce troubleshooting, cross-functional project support, and user enablement through training and documentation.

Competencies

• Strong problem-solving and systems-thinking mindset, with an ability to simplify complex processes and architect scalable solutions.
• Excellent communication skills, with the ability to collaborate across departments and translate business needs into platform functionality.
• Highly self-sufficient, capable of managing end-to-end projects with minimal hand-holding or external guidance.
• Familiarity with Salesforce release cycles, platform updates, and AppExchange tools commonly used in financial services.

Education/Experience

• 5 years of Salesforce administration experience, including at least 2 years in Financial Services Cloud or wealth management-related environments.
• Demonstrated expertise in building Flows, managing data migrations, creating custom objects, and supporting cross-system integrations.
• Salesforce Administrator Certification is required; Advanced Administrator and/or Platform App Builder is strongly preferred.
• Prior experience leading Salesforce-related initiatives in a fast-paced, regulated industry such as RIAs, broker-dealers, or financial planning firms.

Why Us?

• We are an advisor-built firm with incredibly talented people, an authentic culture, and a fast-growing business.
• Our world-class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support, and much more.
• We built our firm to put our client’s best interests first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutions.
• In addition to being part of a fast-paced, entrepreneurial environment, our firm provides the following benefits:
• • Competitive compensation structure
  • 401(k) Plan
  • Employer health savings account
  • Medical & vision insurance
  • Continuing education support
• Salary range for this role: $100,000 - $130,000

Passionate about its people, this firm invests a lot of time, energy, and resources in them, and they are genuinely excited to come to work on Monday morning.

Unfortunately, they can’t provide immigration-related sponsorship for this role (e.g., H-1B, TN, STEM OPT, etc.).

This role is a hybrid in-office/remote work and full-time position in our Seattle office, reporting to the firm’s Director of Technology.