Tier4 Group is seeking a Salesforce Developer to build, enhance, and optimize Salesforce components for a regional banking client. The role involves collaborating with various stakeholders to deliver tailored functionality that supports wealth management workflows.
Responsibilities:
- 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
- Integrate Salesforce Financial Services Cloud (FSC) with wealth platforms (e.g., custodial systems, KYC tools, portfolio systems)
- 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:
- 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
- Integrate Salesforce Financial Services Cloud (FSC) with wealth platforms (e.g., custodial systems, KYC tools, portfolio systems)
- 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
- Leverage Practifi AI capabilities to enhance automation, document processing, workflow intelligence, and advisor recommendations (desired skill - not required)
- 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)