Salesforce FSC Admin II: Wealth Management & Automation

Stifel Financial Corp.; St. Louis (MO); On-site; USD 80,000 - 100,000; Full time

Job summary

Stifel Financial Corp. is looking for a Salesforce Administrator II to manage and enhance Salesforce Financial Services Cloud for Wealth Management. This role entails complex configuration management, supporting DevOps release processes, and aligning business needs with Salesforce capabilities. Candidates should possess a bachelor's degree or equivalent experience, along with 2+ years of Salesforce administration experience and a Salesforce Administrator Certification. Strong analytical and data management skills are essential.

Qualifications

• 2+ years Salesforce administration experience required.
• Strong knowledge of custom objects, fields, and Lightning apps.
• Ability to document processes and provide user training.

Responsibilities

• Manage configuration, customization, and enhancements of Salesforce.
• Support custom advisor dashboards and automation.
• Gather requirements and translate business needs into configurations.

Skills

Salesforce customization

Integration support

Data management

User management

Analytical skills

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce Financial Services Cloud

DevOps tools (Copado, Gearset)

Job description

Stifel Financial Corp. is looking for a Salesforce Administrator II to manage and enhance Salesforce Financial Services Cloud for Wealth Management. This role entails complex configuration management, supporting DevOps release processes, and aligning business needs with Salesforce capabilities. Candidates should possess a bachelor's degree or equivalent experience, along with 2+ years of Salesforce administration experience and a Salesforce Administrator Certification. Strong analytical and data management skills are essential.