Are you a Salesforce Leader with a passion for innovation in financial planning and a deep expertise? If so, we want you to join our team at RFG Advisory! As a key member of our Technology team, you'll play a pivotal role in empowering both advisors and their team across the organization. Your ability to manage multiple tasks and priorities with a positive, solution-oriented mindset will be instrumental in driving exceptional user experiences-whether you're supporting tech-savvy advisors or guiding those who are less familiar with technology. Together, you will contribute to the RIA of the Future!
We are seeking an experienced Salesforce Financial Services Cloud (FSC) Admin to manage, optimize, and enhance our Salesforce environment. The ideal candidate will have a minimum of 5 years of experience as a Salesforce Administrator, with a deep understanding of Financial Services Cloud (FSC). This role requires a proactive, analytical, and collaborative professional who can ensure our Salesforce instance supports and drives our business objectives in the wealth management domain.
Reports To :
- Director of Business Process Design
Location :
This position is located in our Birmingham, AL office. We offer a hybrid schedule 3 days in-office, 2 days remote.Remote is available for specific situations.Key Responsibilities :
Salesforce Administration :
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.Business Process Optimization :
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.Customization and Development :
Test and deploy from Sandbox environments such as creating and customize 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.Training and Support :
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.Reporting and Analytics :
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.Documentation and Maintenance :
Document system configurations, automation flows, processes, and training materials.Stay up-to-date on Salesforce releases and industry best practices to recommend enhancements.Company Overview :
RFG Advisory is an innovator in the wealth-management industry. Recognized by Forbes / Shook Research as a Top 100 RIA in America, by Investment News as a 2021, 2022 and 2024 Best Places to Work for Financial Advisers, and by Wealth Management.com as Top Non-Custodial RIA Support Platform of the Year in 2022, our team of A-players have a servant heart and a warrior mindset. Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster the independence of Financial Advisors across the country. Disclosure : www.rfgadvisory.com / awards
This is a great opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team is a 93 with 100% participation and with our Advisor NPS is 85 versus an industry average of 44. Our team members consistently comment about our culture, teamwork, support of leadership and executive team, and the collaboration that happens amongst our functional teams. So, if you are looking for a fun group of people to work within an ever-changing, never- a-dull-moment organization, please apply!?
Salary and Benefits :
Competitive SalaryGenerous PTO, Company Holidays & Charitable WorkdayHealth, Dental and Vision Insurance with company stipend401(k) Safe Harbor contributionCompany-sponsored Short-term and Long-term Disability Life InsuranceVoluntary Life Insurance, Accident, Cancer and Critical Care coverage for you and your dependentsDependent Care FSA, Medical FSA and HSA with qualifying medical plansParental LeaveSurface Pro Home setupContinuing education and professional development supportLoads of awesome RFG Swag!Requirements
Qualifications :
Education : Bachelor's degree. Experience will be highly considered in place of formal degrees.Experience : 5 years of experience, preferably in financial services, fintech, or wealth management.Certifications : FSC Superbadge and Advanced Administrator or Developer certifications (preferred).Technical Skills :
Experience with or an understanding of financial planning and wealth management technologies (e.g., Schwab, Fidelity, Orion, FMG suite, financial planning tools, and other portfolio management systems).Advanced knowledge of custom fields, validation rules, formulas, & duplication methods.Advanced knowledge of Salesforce permission management including security, roles & sharing rules.Experience with declarative solutions including creation of custom objects, workflows, approvals, flows, etc.Other Skills :
Proven experience taking highly conceptual business need and translate 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.Strong knowledge of the financial services industry and fintech trends.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
