• Job Description

  Req#: 32756052053

  Join to apply for the Salesforce Developer role at Mission Wealth

  Join to apply for the Salesforce Developer role at Mission Wealth

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  As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Salesforce Developer to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let's go! Our ideal candidate will have a deep understanding of the Salesforce platform, be passionate about automation and data integrity, and thrive in a mission-driven organization. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to Salesforce development. If you can articulate your proven success in Salesforce development, we want to hear from you ASAP!
  
  Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
  
  Day-to-Day as a Salesforce Developer
  
  

  • Design, develop, test, and deploy custom Salesforce solutions using Apex, Visualforce, Lightning Components, Flows, and Salesforce APIs.
  • Collaborate with business stakeholders to translate requirements into scalable and efficient Salesforce solutions.
  • Maintain and enhance existing Salesforce configurations, integrations, and automations.
  • Develop and manage integrations with third-party systems (e.g., custodians, CRM add-ons, financial planning tools).
  • Troubleshoot and resolve technical issues and bugs in a timely manner.
  • Ensure best practices for data quality, security, and user access are implemented and enforced.
  • Support end-user training and documentation efforts in collaboration with operations and training teams.
  • Stay current with Salesforce releases and evaluate/apply new features as appropriate.
  • Work with a high-performing & growth-oriented team
  • Speak your mind, have your voice heard, innovate, and streamline existing processes
  • Grow yourself personally and professionally with the support of your team
    
    

  What You Bring as a Salesforce Developer:
  
  

  • Bachelor's degree in Computer Science, Information Systems, or a related field.
  • 3+ years proven experience in a Salesforce Developer role, ideally within wealth management
  • Must have finance industry experience (RIA, banking, insurance, wirehouse, fund management)
  • Musthave Salesforce Financial Services Cloud experience
  • Go-getter/trouble shooter/ability to multitask/curious/dynamic
  • Experience with Salesforce integrations using REST/SOAP APIs and middleware tools
  • Strong understanding of Salesforce best practices, governor limits, and platform capabilities.
  • Salesforce Platform Developer I Certification (Platform Developer II preferred).
  • Excellent attention to detail, multi-tasking, and time management skills
  • Strong written and verbal communication skills required.
  • Outstanding ability to communicate and work collaboratively
    
    

  Job Type: Full-time, salaried exempt
  
  Location: This position is located at one of our offices in Santa Barbara, Scottsdale, Lisle, or San Diego. This is a Hybrid role (3 days in the office with the option to work from home 2 days).
  
  Salary: $100,000, plus annual bonus paid in quarterly increments
  
  Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at ...@missionwealth.com. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

  Seniority level

  • Seniority level

    Mid-Senior level

  Employment type

  • Employment type

    Full-time

  Job function

  • Job function

    Information Technology

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• About the company

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