RFG Advisory · 1 day ago
Salesforce Administrator
Vestavia Hills, AL
Full-time
Hybrid
Senior Level
$90K/yr - $95K/yr
5+ years expRFG Advisory LLC is focused on building the RIA of the Future by empowering independent Advisors. They are seeking a Salesforce Administrator to manage and enhance their Salesforce environment, ensuring it supports key business objectives and delivers an exceptional user experience.
AdviceConsultingFinancial Services
Responsibilities
Maintain, configure, and enhance the Salesforce Financial Services Cloud (FSC) environment, including user roles, profiles, workflows, reports, dashboards, and permissions
Manage system integrations with other platforms and ensure data accuracy and integrity
Oversee data imports, exports, and migrations while maintaining data hygiene
Collaborate with technology leadership to understand and translate business needs into technical requirements and solutions
Develop and maintain scalable solutions to support complex wealth management and financial planning business processes
Proactively identify opportunities for system improvement and automation to push innovative solutions
Identify opportunities to utilize AI in RFG’s technology stack
Test and deploy from Sandbox environments such as creating and customizing objects, fields, validation rules, page layouts, and record types specific to the Financial Services Cloud
Build and maintain workflows via flows to support automation
Manage and deploy Salesforce AppExchange applications
Provide ongoing support and training to cross-functional teams, including Practice Development, to ensure they are well-informed and equipped to educate and update Advisor Teams effectively
Troubleshoot and resolve system issues promptly
Create and maintain advanced reports and dashboards tailored to the needs of financial services stakeholders
Provide actionable insights through data analysis to drive decision-making
Document system configurations, automation flows, processes, and training materials
Stay up-to-date on Salesforce releases and industry best practices to recommend enhancements
Zoho configuration
Qualification
Required
Bachelor's degree. Experience will be highly considered in place of formal degrees
5+ years of experience
Advanced knowledge of Salesforce flow, validation rules, formulas, & deduplication methods
Advanced knowledge of Salesforce permission management including security, roles & sharing rules
Experience with declarative solutions including creation of custom objects, approvals, flows, etc
Experience with integrating and managing third-party apps into Salesforce
Proven experience taking highly conceptual business needs and translating into a solution that can be effectively implemented
Strong written and verbal communication skills, with the ability to confidently and professionally interact with individuals at all levels
Proficiency in managing multiple tasks with excellent time management skills
Communicate effectively with users of varying technical expertise, the ability to present complex ideas to both technical and non-technical stakeholders
Ability to take ownership of responsibilities and work both independently and collaboratively
Creative problem solver with the ability to anticipate needs and actively participate in a culture of excellence
Adaptable and quick learner in a fast-paced environment
Preferred
FSC Superbadge and Salesforce Administrator Certification
Knowledge of the financial services industry and fintech trends
Benefits
Competitive salary + bonus pool
Generous PTO, paid holidays, and charitable service day
Health, dental, and vision with RFG stipend; FSA/HSA options
Lifestyle Spending Account
Pet insurance
401(k) with Safe Harbor contribution
Paid parental leave; STD/LTD; life insurance
Surface Pro + home office setup
Professional development opportunities
Loads of RFG swag
Company
RFG Advisory
RFG Advisory is an RIA firm that furnishes an integrated platform to support and enable advisors to sustain themselves in the business.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Long Ridge Equity Partners
2023-08-01Private Equity
Leadership Team
Kenneth Kim
CFO / Head of Corporate Development
Edward Swenson
President
Recent News
2025-12-24
2025-12-18
Company data provided by crunchbase