{"id":1745726,"url":"https://alion.io/job/assetmark-salesforce-administrator","title":"Salesforce Administrator","company":{"id":5445,"name":"AssetMark","domain":"assetmark.com","url":"https://alion.io/company/assetmark","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":15,"computed_at":"2026-10-07T05:47:15Z"}},"role":"Enterprise Apps","role_family":"Enterprise Apps","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Charlotte, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":90000,"max":105000,"currency":"USD","period":"year","gross":null,"usd_annual":105000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Agile","optional":false},{"name":"Azure DevOps","optional":false},{"name":"Bitbucket","optional":false},{"name":"Copado","optional":false},{"name":"GitHub","optional":false},{"name":"Salesforce Flow","optional":false},{"name":"Apex","optional":true},{"name":"Azure","optional":true},{"name":"Salesforce Data Cloud","optional":true}],"status":"live","first_seen_at":"2026-10-02T00:00:00Z","employer_posted_date":"2026-10-02","last_verified_at":"2026-10-08T00:37:04Z","board_verified":true,"closed_at":null,"days_open":6,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":6},"description":"Job Description:\nAssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment professionals, and operations experts working to help our clients stay at the pioneering front of wealth management.\nThe Opportunity\nWe are seeking a skilled Salesforce Administrator to join our enterprise applications salesforce team. This position offers an exceptional opportunity to advance your career in a collaborative environment while configuring, supporting, and continuously improving scalable Salesforce capabilities that enable AssetMark's wealth management platform and business operations.\nAs a Salesforce Administrator, you'll work alongside experienced administrators, developers, architects, product managers, and business partners while supporting mission-critical solutions across the Salesforce ecosystem. You'll manage platform configuration, security, data quality, automation, reporting, user support, and release activities; improve platform reliability, adoption, governance, and operational efficiency; and build the technical and domain expertise to take on increasingly complex responsibilities.\nThis role is based in Charlotte, NC and follows a hybrid work model. You will collaborate with colleagues across the United States and India, with reasonable working-hour overlap when needed for team ceremonies, planning, production support, and delivery.\nKey Responsibilities\nPlatform Administration and Configuration: Configure and maintain users, roles, profiles, permission sets, public groups, queues, page layouts, record types, Lightning pages, custom fields, validation rules, and other platform capabilities required to support business operations.\nFinancial Services Cloud Administration: Configure and support Financial Services Cloud capabilities related to client onboarding, households, relationship management, financial accounts, referrals, action plans, and advisor productivity.\nProcess Automation: Design, build, test, and maintain Record-Triggered, Screen, Scheduled, and Auto-Launched Flows, approval processes, and related declarative automation to streamline business processes and reduce manual effort.\nUser Support and Adoption: Provide day-to-day support to Salesforce users, investigate and resolve access or configuration issues, maintain user documentation, and deliver guidance or training that improves platform adoption and data quality.\nData Management and Quality: Perform data imports, exports, cleansing, deduplication, validation, mass updates, and migration support using Data Loader, Import Wizard, Workbench, and approved Salesforce data tools.\nReporting and Analytics: Create and maintain reports, dashboards, report types, folders, subscriptions, and actionable business insights; support CRM Analytics or Data Cloud reporting use cases as needed.\nSecurity and Compliance: Administer the Salesforce security and sharing model in accordance with financial-services governance, privacy, audit, segregation-of-duties, and data-protection requirements.\nRelease and Environment Management: Support sandbox management, metadata changes, testing, deployment coordination, release documentation, and production validation using change sets, Salesforce DX, and tools such as Copado, Flosum, Azure DevOps, GitHub, or Bitbucket.\nOperational Support and Troubleshooting: Monitor platform health, troubleshoot production issues, perform root-cause analysis, coordinate defect resolution, and document solutions, known issues, and operational procedures.\nBusiness & Technical Collaboration: Partner with product managers, business users, operations teams, data stewards, analysts, developers, and architects to understand processes, clarify requirements, and translate business needs into scalable declarative solutions.\nGlobal Delivery & Continuous Improvement: Participate actively in agile ceremonies, retrospectives, documentation, testing, and knowledge sharing across the GCC and U.S. teams, and responsibly use AI-assisted methods to improve administration, analysis, documentation, and troubleshooting.\nKnowledge, Skills, Abilities\nStrong knowledge of Salesforce administration, including users, profiles, permission sets, roles, sharing rules, queues, record types, page layouts, Lightning App Builder, custom objects, fields, and validation rules.\nStrong understanding of Salesforce data models, relationship types, platform limits, order of execution, configuration dependencies, and maintainable declarative solution design.\nExpertise in Organization-Wide Defaults, role hierarchy, sharing rules, teams, manual sharing, Field-Level Security, login controls, and secure access-control design.\nProficiency with Salesforce Flow, approval processes, assignment rules, escalation rules, email alerts, and other declarative automation capabilities.\nProficiency with Salesforce reports, dashboards, custom report types, joined reports, row-level formulas, folder security, and business-insight capabilities.\nExperience with Data Loader, Workbench, Import Wizard, duplicate rules, matching rules, data validation, and tools used for large-scale Salesforce data operations.\nWorking knowledge of sandbox strategies, metadata management, change sets, Salesforce DX, testing practices, deployment validation, and release coordination.\nAbility to evaluate declarative configuration options, identify when custom development is required, and collaborate effectively with developers and architects.\nFamiliarity with integrations, APIs, connected apps, OAuth, middleware, scheduled jobs, and common causes of data synchronization or interface issues.\nStrong problem-solving skills and the ability to investigate ambiguous access, data, automation, reporting, integration, or platform issues methodically.\nStrong analytical, documentation, communication, stakeholder-management, and cross-functional collaboration skills in a globally distributed agile environment.\nExperience in wealth management, asset management, financial technology, or a related financial-services domain is a plus.\nQualifications & Experience\n3-6 years of professional experience administering and supporting Salesforce solutions in enterprise production environments.\nBachelor’s degree in Computer Science, Information Systems, Engineering, Business, or a related discipline, or equivalent practical experience.\nDemonstrated hands-on experience with Salesforce configuration, security administration, Flow automation, data management, reporting, user support, testing, and release activities.\nPractical experience administering Salesforce Financial Services Cloud solutions is strongly required.\nHands-on exposure to Salesforce Data Cloud, CRM Analytics, unified customer profiles, or customer 360 capabilities is preferred.\nExperience using Copado, Flosum, or a comparable Salesforce DevOps platform for deployment and release management is preferred.\nSalesforce Administrator certification is required; Advanced Administrator, Platform App Builder, Salesforce Developer I & II, Financial Services Cloud, Data Cloud, or relevant Salesforce certifications are advantageous.\nExperience working with sensitive or regulated financial data and applying secure administration, change-management, and data-handling practices is required.\nWealth management, asset management, financial technology, or related financial-services experience is a plus.\nWhy Join AssetMark?\nBuild and support global Salesforce capabilities from AssetMark's Hyderabad Technology Center, an important part of our India GCC\nWork across a broad Salesforce ecosystem that includes administration, automation, data, security, reporting, integrations, release management, and production support\nWork with modern Salesforce technologies while learning industry best practices through collaboration and mentorship from experienced administrators, engineers, and architects\nDevelop both technical and business domain expertise in the wealth management industry, with clear advancement pathways as you grow\nCollaborate with colleagues in India and the United States on meaningful technology that supports financial advisors and their clients\nAccess comprehensive training resources, workshops, and learning materials designed to accelerate your professional development\nEnjoy comprehensive benefits, competitive compensation, and a supportive work environment that values your growth\nOpportunity to build your career in a high-growth company backed by private equity\nCompensation: The Base Salary range for this position is between $90,000-$105,000.\nThis information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.\nCandidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.\nWho We Are & What We Offer:\nWe are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.\nOur Mission\nOur mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.\nOur Values\nHeart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.\nWe believe in:\nLeading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.\n\nObsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.\n\nUnyielding Integrity, doing what’s right, always. Even when it’s hard.\n\nCollective Respect, in being authentic, inclusive and valuing all voices while winning together.\n\nOperating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.\n\nThese values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.\nOur Culture & Benefits\nOur culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.\nFlex Time or Paid Time Off and Sick Time Off\n\n401K - 6% Employer Match\n\nMedical, Dental, Vision - HDHP or PPO\n\nHSA - Employer contribution (HDHP only)\n\nVolunteer Time Off\n\nCareer Development / Recognition\n\nFitness Reimbursement\n\nHybrid Work Schedule\n\nAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.","description_format":"text","description_chars":11786,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Equity","Hybrid work","Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-10-03T05:48:36Z"}],"visa":[],"liveness":{"score":85,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.849,"p_room":1,"age_days":5,"expected_fill_days":15,"reasons":["conf:4","velocity","win:early"],"computed_at":"2026-10-07T05:47:15Z"},"pay":{"stated_usd_annual":105000,"is_top_pay":false},"html_url":"https://alion.io/job/assetmark-salesforce-administrator","json_url":"https://alion.io/job/assetmark-salesforce-administrator.json","meta":{"generated_at":"2026-10-08T01:00:31Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":1660,"day_limit":5000,"remaining_today":3340,"minute_limit":60,"resets_at":"2026-10-09T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5445},"rest":"https://alion.io/mcp/rest/get_company?id=5445"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fassetmark-salesforce-administrator"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fassetmark-salesforce-administrator"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fassetmark-salesforce-administrator"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/assetmark-salesforce-administrator\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fassetmark-salesforce-administrator"}]}