Salesforce Administrator Consultant

Remote, IL 60606

Category: Salesforce Job Number: 20163

Job Description

Job Description: Salesforce System Administrator (Financial Services Cloud, Wealth Management)

Position Overview: We are seeking a skilled Salesforce System Administrator with expertise in Financial Services Cloud (FSC) and a strong background in Wealth Management. As a Salesforce System Admin, you will play a crucial role in supporting, configuring, and maintaining our Salesforce platform, with a specific focus on implementing and optimizing Financial Services Cloud to meet the unique needs of our wealth management operations. You will collaborate closely with cross-functional teams, including business stakeholders, developers, and system architects, to ensure the Salesforce platform is effectively utilized and aligned with our business objectives.



  1. Salesforce Administration:
    • Administer, configure, and maintain the Salesforce platform, including user management, security settings, profiles, and roles.
    • Customize and enhance the Financial Services Cloud (FSC) to support wealth management processes, including client onboarding, investment management, portfolio tracking, and reporting.
    • Manage data integrity, perform data migrations, and ensure data quality and consistency within Salesforce.
  2. Financial Services Cloud (FSC) Implementation:
    • Collaborate with business stakeholders to understand and analyze wealth management requirements and translate them into Salesforce configurations and customizations using FSC.
    • Configure FSC features such as Relationship Maps, Household Management, Client Goals, Financial Accounts, and Financial Services Console to align with wealth management processes and workflows.
    • Implement and optimize FSC components like Advisor Workspaces, Einstein Analytics, Lightning Pages, and Lightning Flows to enhance user productivity and provide actionable insights.
  3. System Integration and Support:
    • Collaborate with developers and system architects to design and implement integrations between Salesforce and other systems used in wealth management, such as portfolio management systems or financial planning tools.
    • Monitor system performance, identify issues, and provide timely resolution to ensure maximum system uptime.
    • Provide end-user support, troubleshoot issues, and train users on Salesforce functionality and best practices.
  4. Process Improvement and Documentation:
    • Continuously evaluate existing processes and workflows to identify opportunities for automation, streamlining, and enhancing efficiency.
    • Document system configurations, workflows, and customizations to maintain an up-to-date repository of Salesforce-related information.
    • Stay updated with the latest Salesforce releases, features, and industry trends to recommend and implement improvements and best practices.


  • Bachelor's degree in Computer Science, Information Systems, Business Administration, or a related field.
  • Proven experience as a Salesforce System Administrator, with a focus on Financial Services Cloud and wealth management.
  • Strong knowledge of Salesforce platform administration, including user management, security, and data management.
  • Experience implementing and customizing Financial Services Cloud (FSC) features and components.
  • Familiarity with wealth management processes, including client onboarding, investment management, and reporting.
  • Proficiency in Salesforce configuration, Lightning App Builder, Process Builder, and Flow Builder.
  • Knowledge of system integration techniques, APIs, and data migration tools.
  • Excellent problem-solving skills and ability to work collaboratively in a team environment.
  • Strong communication and interpersonal skills to effectively interact with stakeholders at all levels.




Meet the Recruiter

Kelly Hallgren

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