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The Salesforce Developer will build, enhance, and optimize Salesforce components to support wealth management workflows for a regional banking client. The developer will collaborate closely with the BA, Administrator, and Engagement Lead to deliver tailored functionality for the client’s advisory teams.
Job Responsibility:
Develop Lightning Web Components (LWCs), Apex classes, triggers, flows, and integrations
Build scalable solutions for onboarding, householding, advisor-client interactions, portfolio servicing, and compliance workflows
Leverage Practifi AI capabilities to enhance automation, document processing, workflow intelligence, and advisor recommendations (desired skill – not required)
Implement secure data models for financial accounts, goals, financial holdings, and interactions
Optimize system performance, code quality, and security per banking and IT standards
Support unit testing, deployment pipelines (CI/CD), and release management
Requirements:
Hands‑on experience with Salesforce FSC data models (Financial Accounts, Goals, Households, Relationships)
Experience with Practifi AI frameworks and advisory workflow automation (preferred, not required)
Strong understanding of wealth management systems, custodial data, trade files, and client servicing workflows
Expertise in Apex, LWC, Flow Builder, integration patterns, and security models
Knowledge of banking regulatory constraints (data retention, access control, audit)
Nice to have:
Experience with Practifi AI frameworks and advisory workflow automation