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Salary
$140k – $180k per year
Location
Remote/Hybrid (New York, United States)
Seniority
Senior · 5+ years exp
Employment
Full-Time
Overview
Company
Impact
Profile match
Cerity Partners is an independent US wealth management and advisory firm serving high-net-worth individuals, families, businesses and nonprofit organisations. It provides investment management, financial planning, tax, trust and estate services, family office support and retirement plan consulting, and has grown through a steady series of mergers with advisory firms across the United States. The firm is headquartered in New York and has been backed by private equity investors including Genstar Capital.

Position Summary:

As a Senior Salesforce Developer, you’ll work in Shared Services Technology as a key member of our Application Development Team focused on building out our Salesforce instance. The ideal candidate is an experienced developer with experience working both within the Salesforce platform and in applications that are tightly integrated with it. Right now we’re focused on shifting from declarative to programmatic solutions as we scale up toward over 2000 colleagues - the ideal candidate would have a passion for designing and developing scalable solutions and the ability to write software both within Salesforce and adjacent to it. You should have a passion for scalable solutions, high quality user experiences, CI/CD, and understanding where the border of Salesforce ends and other toolchains begin. You will collaborate with the Salesforce Administrators and various stakeholders to gather requirements, architect, and build solutions, as well as support and improve existing configurations.

Primary Responsibilities

  • Build high quality user experiences using Javascript, Apex, LWCs, Flows, and other tools available to you on and off the Salesforce platform.
  • Collaborate deeply with Product Management and the business to define the last mile of technical execution on requests - this is not a role where the full design spec has been completed before it gets to you, you must be able to communicate and collaborate directly with technical and non-technical stakeholders.
  • Continuously improve the developer experience, including improving our CI/CD process and mentoring junior developers on best practices.
  • Develop, execute, and resolve test plans, integration testing and user acceptance testing - this is a forward deployed role that will participate directly with rolling out functionality.
  • Create and maintain technical documentation and development patterns.
  • Strive towards coding best practices and design patterns to create optimum applications developed on the Salesforce platform.
  • Assist with system integrations of third-party tools associated with Salesforce, such as DocuSign and Conga Orchestrate.
  • Debug and resolve production issues.
  • Work collaboratively with other team members to customize, develop, design, document and manage ongoing system enhancements.
  • Special Projects: Work on a diverse set of special projects ranging from unique multi-system client onboarding buildouts to corporate data reporting and visualization.

Required Qualifications:

  • 5+ years of experience in administration and development of Salesforce Sales or Service Cloud.
  • Salesforce Administrator, Platform App Builder, and Platform Developer I Certifications.
  • Experience with Flow, Apex, and the Lightning Component Framework.
  • Experience with APIs and integrations.
  • Experience with effective Salesforce DevOps practices.
  • Experience with SQL, Python and/or JavaScript a plus
  • Ability to work independently with a fully remote team.
  • Excellent business communicator.
  • An understanding of the limits of the Salesforce platform, e.g. where declarative ends and development begins.
  • Ability to continuously grow and learn new tools/languages as projects require.
  • Interest in developing personal network through participation in the Trailblazer Community, networking events, and technology organizations.
  • Passion and experience in the Financial Services industry a plus.

The Team

Shared Services Technology is a department within Cerity Partners that focuses on internal tool development at Cerity Partners. We tackle big projects like building data integrations between 20 different systems using Linux and Python hosted on Azure, creating contract processing automation within Salesforce, building custom revenue split tracking tools, data warehousing, and more. We are currently 27 people strong, with 8 of those colleagues focused on Salesforce.

Salesforce for Us

Where does Salesforce fit in our technology stack? We view it as the operational engine for the firm. We use Salesforce to help teams execute operational tasks quickly and accurately, such as client onboarding, new account opening, data sharing, and more. We see Salesforce as a core platform with almost 100% utilization by over 1,050 firm users. We’re looking for your help to make sure what we are building within the platform has an awesome user experience.

Compensation Range:

$140,000 - $180,000

Why Cerity Partners :

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance - day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected] must be authorized to work for any employer in the U.S.

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