Stifel Financial Corp is seeking a Salesforce Administrator II to manage and enhance their Salesforce Financial Services Cloud (FSC) for Wealth Management. The ideal candidate will have strong technical skills in Salesforce configuration and customization, as well as a commitment to supporting client and advisor workflows
Job Summary
The role independently manages the configuration and enhancement of Salesforce Financial Services Cloud specifically for Wealth Management.
Candidates will partner with business stakeholders to optimize advisor and client workflows while maintaining system integrity.
Stifel offers a comprehensive benefits package including health, dental, vision, 401k, and paid time off in an entrepreneurial environment.
Matching Summary
Match Score: 85
Stifel Financial Corp is seeking a Salesforce Administrator II to manage and enhance their Salesforce Financial Services Cloud (FSC) for Wealth Management. The ideal candidate will have strong technical skills in Salesforce configuration and customization, as well as a commitment to supporting client and advisor workflows.
Skills & Requirements
Must-have
Salesforce Administrator Certification
2+ years Salesforce administration experience
Complex flow development and maintenance
FSC household and relationship mapping
DevOps release process support
Nice-to-have
Experience with Copado or similar DevOps tools
Knowledge of fiduciary and compliance standards
Ability to translate business needs into configurations
Support for supervisory reporting needs
Key Requirements
Bachelor's degree or equivalent experience
Minimum 2 years of Salesforce administration experience
Active Salesforce Administrator Certification required