Salesforce Developer (Salesforce Financial Services Cloud) 5048

Tier4 Group; Texas; On-site; USD 90,000 - 120,000; Full time

Job summary

A regional banking technology provider is looking for a Salesforce Developer to enhance and optimize Salesforce components for wealth management workflows. The successful candidate will work closely with stakeholders to deliver tailored solutions. Responsibilities include developing Lightning Web Components and Apex classes, integrating Salesforce Financial Services Cloud with other financial systems, and optimizing workflows. Familiarity with wealth management systems and practices is essential for this role.

Qualifications

• Hands-on experience with Salesforce FSC data models.
• Strong understanding of wealth management systems.
• Expertise in Apex and Lightning Web Components.

Responsibilities

• Develop Lightning Web Components, Apex classes, and integrations.
• Build scalable solutions for wealth management workflows.
• Integrate Salesforce FSC with various financial platforms.

Skills

Apex

Lightning Web Components (LWC)

Flow Builder

Salesforce Financial Services Cloud (FSC)

Practifi AI

Job description

Overview

The Salesforce Developer will build, enhance, and optimize Salesforce components to support wealth management workflows for a regional banking client. The developer will collaborate closely with the BA, Administrator, and Engagement Lead to deliver tailored functionality for the client’s advisory teams.

Key Responsibilities

• Develop Lightning Web Components (LWCs), Apex classes, triggers, flows, and integrations.
• Build scalable solutions for onboarding, householding, advisor-client interactions, portfolio servicing, and compliance workflows.
• Integrate Salesforce Financial Services Cloud (FSC) with wealth platforms (e.g., custodial systems, KYC tools, portfolio systems).
• Leverage Practifi AI capabilities to enhance automation, document processing, workflow intelligence, and advisor recommendations (desired skill - not required)
• Implement secure data models for financial accounts, goals, financial holdings, and interactions.
• Optimize system performance, code quality, and security per banking and IT standards.
• Support unit testing, deployment pipelines (CI/CD), and release management.

Preferred Skills & Experience

• Hands‑on experience with Salesforce FSC data models (Financial Accounts, Goals, Households, Relationships)
• Experience with Practifi AI frameworks and advisory workflow automation (preferred, not required).
• Strong understanding of wealth management systems, custodial data, trade files, and client servicing workflows.
• Expertise in Apex, LWC, Flow Builder, integration patterns, and security models.
• Knowledge of banking regulatory constraints (data retention, access control, audit).