Salesforce Administrator

Job Description:

Asset Mark is a leading wealth management platform dedicated to empowering independent financial advisors. Asset Mark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with Asset Mark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses.

We are an integrated team of technologists, investment professionals, and operations experts working to help our clients stay at the pioneering front of wealth management.

We are seeking a skilled Salesforce Administrator to join our enterprise applications salesforce team. This position offers an exceptional opportunity to advance your career in a collaborative environment while configuring, supporting, and continuously improving scalable Salesforce capabilities that enable Asset Mark's wealth management platform and business operations. As a Salesforce Administrator, you'll work alongside experienced administrators, developers, architects, product managers, and business partners while supporting mission‑critical solutions across the Salesforce ecosystem.

You'll manage platform configuration, security, data quality, automation, reporting, user support, and release activities; improve platform reliability, adoption, governance, and operational efficiency; and build the technical and domain expertise to take on increasingly complex responsibilities. This role is based in Charlotte, NC and follows a hybrid work model. You will collaborate with colleagues across the United States and India, with reasonable working‑hour overlap when needed for team ceremonies, planning, production support, and delivery.

• Platform Administration and Configuration:
  Configure and maintain users, roles, profiles, permission sets, public groups, queues, page layouts, record types, Lightning pages, custom fields, validation rules, and other platform capabilities required to support business operations.
• Financial Services Cloud Administration:
  Configure and support Financial Services Cloud capabilities related to client onboarding, households, relationship management, financial accounts, referrals, action plans, and advisor productivity.
• Process Automation:
  Design, build, test, and maintain Record‑Triggered, Screen, Scheduled, and Auto‑Launched Flows, approval processes, and related declarative automation to streamline business processes and reduce manual effort.
• User Support and Adoption:
  Provide day‑to‑day support to Salesforce users, investigate and resolve access or configuration issues, maintain user documentation, and deliver guidance or training that improves platform adoption and data quality.
• Data Management and Quality:
  Perform data imports, exports, cleansing, deduplication, validation, mass updates, and migration support using Data Loader, Import Wizard, Workbench, and approved Salesforce data tools.
• Reporting and Analytics:
  Create and maintain reports, dashboards, report types, folders, subscriptions, and actionable business insights; support CRM Analytics or Data Cloud reporting use cases as needed.
• Security and Compliance:
  Administer the Salesforce security and sharing model in accordance with financial‑services governance, privacy, audit, segregation‑of‑duties, and data‑protection requirements.
• Release and Environment Management:
  Support sandbox management, metadata changes, testing, deployment coordination, release documentation, and production validation using change sets, Salesforce DX, and tools such as Copado, Flosum, Azure Dev Ops, Git Hub, or Bitbucket.
• Operational Support and Troubleshooting:
  Monitor platform health, troubleshoot…