Salesforce Administrator II

What You’ll Be Doing

The Salesforce Administrator II independently manages configuration, customization, and ongoing enhancement of Salesforce Financial Services Cloud (FSC) supporting Wealth Management. This role plays a key part in delivering complex configurations, maintaining system integrity, supporting Dev Ops release processes, and partnering with business stakeholders to optimize advisor and client workflows.

• Design and implement complex configurations including custom objects, flows, validation logic, dynamic forms, and Lightning components.
• Enhance FSC capabilities for households, financial accounts, relationship mapping, and client lifecycle management.
• Support custom advisor dashboards, automation, and reporting frameworks.
• Configure role hierarchy, sharing rules, and field-level security to meet fiduciary and compliance standards.
• Gather requirements from advisors, operations, and compliance teams.
• Translate business needs into scalable Salesforce configurations.
• Recommend process improvements aligned with FSC capabilities and platform best practices.
• Support CI/CD processes (e.g., Copado or equivalent) for metadata deployment.
• Manage sandbox strategy and coordinate testing cycles.
• Validate deployments and ensure change control compliance.
• Maintain data quality, duplicate management, and auditability controls.
• Ensure configurations meet regulatory and fiduciary obligations.
• Support reporting needs for supervisory and compliance oversight.

• Strong knowledge of custom objects, fields, record types, page layouts, and Lightning apps.
• Strong knowledge of user management, profiles, permission sets, and role hierarchy.
• Strong knowledge of validation rules, flows, workflow rules, and approval processes.
• Ability to build and maintain complex flows (record-triggered, screen flows).
• Ability to build and maintain reports and dashboards for different audiences.
• Solid understanding of data management, data loader, imports, exports, deduplication, and data hygiene.
• Experience supporting integrations or third‑party apps.
• Able to troubleshoot issues independently and explain solutions clearly to non‑technical users.
• Understanding of Salesforce best practices around security and access control, change management (sandboxes, deployments, release notes), testing, and documentation.
• Experience supporting audits, data privacy, or compliance requirements is often a plus.
• Ability to work with sales leadership, frontline users, and IT/developers.
• Able to document processes and provide user training or support.

• Minimum
  
  Required:
  
  Bachelor’s degree or equivalent experience.
• Minimum
  
  Required:
  
  2+ years Salesforce administration experience.

• Minimum
  
  Required:
  
  Salesforce Administrator Certification.

• Experience with Dev Ops tools such as Copado, Gearset, or similar.

Stifel is an Equal Opportunity Employer.