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Salesforce Developer - Wealth Management - TechnoVal Allience
Salesforce Developer
Experienced Salesforce Developer specializing in Wealth Management, with deep expertise in Apex, LWC, Visualforce, and Salesforce clouds to build and integrate robust financial services solutions.
About the role
Key Responsibilities
- Design, develop, and maintain custom solutions on Salesforce Sales Cloud, Service Cloud, and Financial Services Cloud.
- Build scalable components using Apex, Lightning Web Components, and Visualforce to support broker‑dealer and wealth‑management workflows.
- Implement complex data models and queries with SOQL, ensuring data integrity across client onboarding, portfolio management, and financial planning processes.
- Integrate Salesforce with external financial systems, custodians, and advisory platforms using APIs and middleware.
- Collaborate with business analysts and product owners to translate regulatory and advisory requirements into technical specifications.
Requirements
- 5+ years of hands‑on Salesforce development experience, preferably in wealth‑management or asset‑management environments.
- Proficiency in Apex, Lightning Web Components, Visualforce, and SOQL.
- Strong knowledge of Sales Cloud, Service Cloud, and Financial Services Cloud functionalities.
- Demonstrated experience integrating Salesforce with third‑party financial systems and APIs.
- Understanding of broker‑dealer, RIA, and advisor workflow processes.