Mariner · 1 month ago
Associate, Salesforce Developer & Integrations
5700 W. 112th St., Overland Park, KS, 66211, US
Full-time
Onsite
Entry, Mid Level
2+ years expMariner is seeking a skilled Salesforce Developer to join their firm. This role will be responsible for designing, developing, and maintaining Salesforce CRM(s) to enhance advisor workflows and improve client engagement.
ConsultingFinancial ServicesRisk Management
Responsibilities
Develop and maintain custom Salesforce solutions, including Apex classes, triggers, Visualforce pages, and Lightning Web Components (LWCs)
Customize objects, fields, layouts, and record types to enhance advisor usability
Integrate Salesforce with third-party financial applications (e.g., Orion, eMoney, DocuSign)
Develop and manage API integrations, ensuring secure and efficient data transfers
Support data imports, deduplication, and cleansing processes to maintain CRM data integrity
Collaborate with advisors, client service associates, and operations teams to understand CRM needs and develop scalable solutions
Troubleshoot and resolve Salesforce-related issues while providing ongoing support
Train end-users on best practices and new Salesforce features
Design and implement custom reports, dashboards, and analytics tools for advisors and firm leadership
Improve platform performance by optimizing queries, workflows, and automation
Maintain system security, access controls, and user permissions
Qualification
Required
2+ years of experience as a Salesforce Developer, preferably in an RIA or financial services firm
Strong expertise in Apex, Lightning Web Components (LWC), Visualforce, SOQL, and SOSL
Experience with Salesforce Flows, Process Builder, and declarative automation
Proficiency in integrating Salesforce with third-party applications
Knowledge of data modeling, object relationships, and security best practices
Ability to work in a fast-paced environment, managing multiple projects and priorities
Preferred
Salesforce Platform Developer I or II certification
Experience with wealth management tech stacks
Familiarity with Sales Engagement, Pardot, Marketing Cloud, or other Salesforce tools
Experience with Alteryx
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
H1B Sponsorship
Mariner has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M
Leadership Team
Marty Bicknell
Founder & CEO
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
Morningstar.com
2025-08-26
2025-05-02
2025-04-30
Company data provided by crunchbase