Business System Administrator

Destination Wealth Management; Walnut Creek (CA); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Hybrid work model

Health, dental, vision insurance

Retirement plan participation

Paid time off

Job summary

Destination Wealth Management is seeking a Business Systems Administrator to manage Salesforce and other core platforms, ensuring reliable systems, user support, and workflow automation. The role includes maintaining access controls, collaborating with vendors, and driving improvements across Orion, DocuSign, Box, and more.

The ideal candidate has 3–6 years of Salesforce admin experience, familiarity with wealth management tech, and a proactive, security-minded approach to technology solutions.

Qualifications

• Bachelor's degree or equivalent professional experience.

Responsibilities

• Serve as a primary administrator for the firm's Salesforce environment, including fields, objects, permissions, reports, dashboards, and Salesforce Flows.
• Troubleshoot Salesforce issues and support users across the organization.
• Support the administration of Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and other business applications.
• Manage application access, permissions, configurations, and routine maintenance.
• Coordinate with software vendors and the firm's third-party IT provider to resolve technical issues.
• Identify opportunities to improve manual or inefficient business processes through technology.
• Design, build, test, and maintain Salesforce Flows and other workflow automations.
• Assist with integrations and data movement between business applications.
• Participate in system implementations, upgrades, testing, and technology projects.
• Work with departments across the firm to understand business requirements and develop practical technology solutions.
• Provide internal support and training for firm-managed business applications.
• Assist with employee technology onboarding and offboarding, access reviews, and application security controls.
• Support cybersecurity initiatives and technology risk assessments as needed.
• Maintain documentation for systems, integrations, workflows, and recurring administrative procedures.
• Support technology vendor management, due diligence, and business continuity planning for critical applications.

Skills

Salesforce administration

Business systems administration

SaaS applications

Education

Bachelor's degree or equivalent professional experience

Tools

Orion

DocuSign

Box

Jump AI

Schwab Advisor Center

Fidelity Wealthscape

Calendly

Job description

Description

The Business Systems Administrator supports the administration, optimization, and ongoing development of Destination Wealth Management's core business technology platforms. Reporting to the SVP of Systems & Cybersecurity Administration, this individual will serve as a key internal technology resource responsible for maintaining reliable systems, supporting users, improving business processes, and implementing workflow automation.

Position Summary

The position will have significant responsibility for Salesforce administration and will also support platforms including Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and other firm technology. The ideal candidate has approximately three to six years of experience with Salesforce and business application administration. Experience within wealth management or financial services is preferred.

Requirements

Key Responsibilities

• Serve as a primary administrator for the firm's Salesforce environment, including fields, objects, permissions, reports, dashboards, and Salesforce Flows.
• Troubleshoot Salesforce issues and support users across the organization.
• Support the administration of Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and other business applications.
• Manage application access, permissions, configurations, and routine maintenance.
• Coordinate with software vendors and the firm's third-party IT provider to resolve technical issues.

Automation & Process Improvement

• Identify opportunities to improve manual or inefficient business processes through technology.
• Design, build, test, and maintain Salesforce Flows and other workflow automations.
• Assist with integrations and data movement between business applications.
• Participate in system implementations, upgrades, testing, and technology projects.
• Work with departments across the firm to understand business requirements and develop practical technology solutions.

User Support, Security & Documentation

• Provide internal support and training for firm-managed business applications.
• Assist with employee technology onboarding and offboarding, access reviews, and application security controls.
• Support cybersecurity initiatives and technology risk assessments as needed.
• Maintain documentation for systems, integrations, workflows, and recurring administrative procedures.
• Support technology vendor management, due diligence, and business continuity planning for critical applications.

Qualifications

Required

• Bachelor's degree or equivalent professional experience.
• Approximately 3-6 years of experience in Salesforce administration, business systems administration, or a related technology role.
• Hands-on Salesforce administration experience, including Salesforce Flow.
• Experience administering SaaS applications in a business environment.
• Strong troubleshooting, analytical, communication, documentation, and organizational skills.
• Ability to translate business requirements into practical technology solutions.

Preferred

• Salesforce Administrator certification.
• Experience within a registered investment adviser, wealth management firm, or financial services organization.
• Experience with Orion, DocuSign, Box, Schwab Advisor Center, Fidelity Wealthscape, or similar financial technology platforms.
• Understanding of cybersecurity concepts including MFA, SSO, least privilege, and access management.

Key Attributes

• Proactive and comfortable taking ownership of systems and projects.
• Strong problem-solving mindset with an interest in process improvement.
• Detail-oriented, highly organized, and able to work independently while collaborating across departments.
• Comfortable learning new applications and technologies.
• Strong commitment to security, confidentiality, and protection of sensitive information.

Compensation and Benefits:

• Compensation: $150,000-$175,000 annually, depending on experience and qualifications.
• Benefits: Competitive salary; comprehensive health, dental, and vision insurance; retirement plan participation; paid time off; and additional benefits designed to support employee well-being and professional growth.

Work Environment: Hybrid schedule, in the office once a week.