Salesforce Developer

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $31 billion in AUM as of December 31st, 2024, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

We are seeking an experienced Salesforce Developer proficient in developing and customizing Salesforce solutions, particularly within platforms like Salesforce Financial Services Cloud and Marketing Automation tools such as Salesforce Account Engagement/Pardot. As a Salesforce Developer at EP Wealth Advisors, you will play a critical role in designing, implementing, and maintaining custom Salesforce solutions to meet our organizational needs. Collaborating closely with our IT Team and key stakeholders, you will ensure that our Salesforce environment operates seamlessly while integrating with other core systems. You will join a team of dynamic, collaborative, and client-focused professionals dedicated to delivering on our founding core values: Integrity, Entrepreneurial, Inclusion, and Connection.

Salary Range: $120,000 - $140,000 plus annual bonus

Responsibilities:
• Design, develop, test, and deploy scalable Salesforce solutions using Apex, Visualforce, and Lightning Web Components (LWC).
• Develop and maintain custom applications, integrations, and enhancements within the Salesforce ecosystem.
• Build and manage direct API connections for integrating Salesforce with external financial technology (FinTech) solutions.
• Ability to use Mulesoft to build and maintain certain integrations between Salesforce and other enterprise applications a plus.
• Ensure the successful operation of Salesforce applications, integrations, and tools, making improvement recommendations aligned with best practices.
• Manage Salesforce data feeds and integrations with core systems, establishing and maintaining new integrations as needed.
• Provide technical guidance and best practices for system architecture, automation, and data modeling.
• Troubleshoot, debug, and optimize existing Salesforce implementations.
• Collaborate with functional leaders, users, and vendor teams to develop and deploy new business processes.
• Support and collaborate with Salesforce Administrators and the BSA to design and implement business requirements.
• Stay updated on Salesforce platform updates, best practices, and emerging technologies.

Qualifications
• 7+ years of experience as a Salesforce Developer with expertise in Salesforce customization and development.
• Salesforce Certified Platform Developer I or II (PDII) required
• Proficiency with Financial Services Cloud and Account Engagement/Pardot. Understanding of Mulesoft preferred.
• Strong expertise in Apex, Visualforce, LWC (Lightning Web Components), and SOQL.
• Experience with third-party integrations, API gateway integrations, and REST/SOAP web services.
• Strong understanding of Salesforce administration and declarative capabilities.
• Ability to work collaboratively with Admins, BSAs, and business stakeholders.
• Strong analytical and troubleshooting skills.
• Experience working in Agile Methodology. Familiarity with analytics, database structures, and technologies.
• Technical expertise in managing and configuring features such as Flows, Omni-Channel
• Experience, Omni Scripts, Chat-Bot, Dashboards and Reports, Tableau, and CRM Analytics.
• Experience working within Registered Investment Advisory (RIA) firms or Financial Services.
• Experience with CI/CD tools and Salesforce DevOps processes.
• Knowledge of modern development methodologies such as Agile/Scrum.

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
• 11 Paid Holidays
• 3 Weeks (PTO)
• Paid Parental Leave
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program
• Complimentary Food and Snacks

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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