CRM Developer

Insignia Financial; Sydney; On-site; AUD 110,000 - 165,000; Full time

Job summary

Insignia Financial is seeking a CRM Developer to design, develop and enhance Microsoft Dynamics 365 solutions supporting our Financial Advice business. You will build compliant CRM functionality enabling advisers, paraplanners, compliance and operations to work across the advice lifecycle.

This hands-on, delivery-focused role involves collaboration with technical leaders, analysts, testers and our system integration partner to deliver enterprise integrations using RESTful APIs, automation

Qualifications

• Minimum 5 years hands-on Dynamics 365 development experience.
• Experience with Power Apps; Azure Functions exposure is a plus.
• Familiarity with GitHub Enterprise and Jira for source control and delivery.
• Experience supporting integrations via APIs, automation platforms or iPaaS; Workato is advantageous.
• Financial services, wealth management or compliance familiarity is highly regarded.

Responsibilities

• Participate in the full development lifecycle of Microsoft Dynamics 365 solutions.
• Configure and customise Dynamics 365 applications to support workflows.
• Develop custom tables, entities, forms, views, dashboards, business rules and workflows.
• Design and maintain Power Automate flows and CRM experiences.
• Develop RESTful APIs and integration components connecting Dynamics 365 with third‑party systems.
• Collaborate with leaders, analysts and testers to translate requirements into solutions.
• Contribute to design decisions, coding standards and high‑quality delivery.
• Support deployments across environments per lifecycle practices.

Skills

CRM development

APIs & integrations

Financial services knowledge

Tools

Power Apps

Azure Functions

GitHub Enterprise

Jira

Workato

Job description

• Build enterprise CRM solutions using Dynamics 365 and Power Platform
• Deliver integrations that improve the financial advice experience

The opportunity to join our team

Join our Advice & Customer Technology team as a CRM Developer and help design, develop and enhance Microsoft Dynamics 365 solutions supporting our Financial Advice business. You will build reliable, compliant and well-structured CRM functionality that enables advisers, paraplanners, compliance and operations teams to work effectively across the advice lifecycle. This is a hands-on, delivery-focused role where you will collaborate with technical leaders, business analysts, testers and our system integration partner. You will contribute to Dynamics 365 custom development and deliver enterprise integrations using APIs, automation technologies and the Workato iPaaS platform. Your work will help improve CRM usability, data quality and Financial Adviser productivity.

Key Responsibilities:

• Participate in the full development lifecycle of Microsoft Dynamics 365 solutions.
• Configure and customise Dynamics 365 applications to support business and adviser workflows.
• Develop custom tables, entities, forms, views, dashboards, business rules and workflows.
• Design and maintain Power Automate flows and user-friendly CRM experiences.
• Develop RESTful APIs and integration components connecting Dynamics 365 with third-party systems.
• Collaborate with technical leaders, business analysts and testers to translate requirements into practical technical solutions.
• Contribute to technical design decisions, development standards and high-quality coding practices.
• Support solution deployments across environments in line with established application lifecycle management practices.

What you will bring:

• At least five years of recent, hands-on experience developing Microsoft Dynamics 365 solutions.
• Experience with Power Apps, with exposure to Azure Functions viewed favourably.
• Familiarity with source control, iterative development and delivery tools such as GitHub Enterprise and Jira.
• Experience supporting integrations through APIs, automation platforms or iPaaS solutions, with Workato experience considered advantageous.
• Financial advice, wealth management or broader financial services experience will be highly regarded, together with an understanding of compliance, record-keeping and audit-sensitive systems.

People-inspired tech

Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.