A Unique, Ground Floor Opportunity at an RIA that’s a fun, fast-growing, investment firm with an award-winning culture
This role is for an independent, nationally ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards, and we are featured in Forbes, Barron's, AdvisorHub, and other top media outlets. We have also been named a Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.
Job Description:
We are seeking a full-time Senior Salesforce Administrator to join our Technology team in our Seattle, WA office. This mid-level position is instrumental in supporting our advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong knowledge and experience implementing Salesforce configurations and be able to thrive in a team environment with competing deadlines. This is a hybrid role so LOCAL candidates only please. US Citizens, Green Card or Permanent Residents only, no visas.
We are looking for architects not developers.
Job Responsibilities
Own the Salesforce Financial Services Cloud platform, serving as the internal subject matter expert and lead admin responsible for platform design, maintenance, and innovation. Design, build, and optimize automation using Flow Builder, validation rules, custom objects, and declarative tools to streamline advisor and operations workflows.Lead new feature development, data architecture changes, and integration projects with limited oversight, ensuring enhancements align with industry best practices and firm strategy.Manage CRM data integrity, execute large-scale migrations (especially during M&A events), and oversee sandbox-to-production deployments.Act as the go-to resource for advanced Salesforce troubleshooting, cross-functional project support, and user enablement through training and documentation.Competencies
Strong problem-solving and systems-thinking mindset, with an ability to simplify complex processes and architect scalable solutions.Excellent communication skills, with the ability to collaborate across departments and translate business needs into platform functionality.Highly self-sufficient, capable of managing end-to-end projects with minimal hand-holding or external guidance.Familiarity with Salesforce release cycles, platform updates, and AppExchange tools commonly used in financial services.Education/Experience
5+ years of Salesforce administration experience, including at least 2 years in Financial Services Cloud or wealth management-related environments.Demonstrated expertise in building Flows, managing data migrations, creating custom objects, and supporting cross-system integrations.Salesforce Administrator Certification is required; Advanced Administrator and/or Platform App Builder is strongly preferred.Prior experience leading Salesforce-related initiatives in a fast-paced, regulated industry such as RIAs, broker-dealers, or financial planning firms.Why Us?
We are an advisor-built firm with incredibly talented people, an authentic culture, and a fast-growing business.Our world-class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support, and much more.We built our firm to put our client’s best interests first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutions.In addition to being part of a fast-paced, entrepreneurial environment, our firm provides the following benefits:Competitive compensation structure401(k) PlanEmployer health savings accountMedical & vision insuranceContinuing education supportSalary range for this role: $100,000 - $130,000Passionate about its people, this firm invests a lot of time, energy, and resources in them, and they are genuinely excited to come to work on Monday morning.
Unfortunately, they can’t provide immigration-related sponsorship for this role (e.g., H-1B, TN, STEM OPT, etc.).
This role is a hybrid in-office/remote work and full-time position in our Seattle office, reporting to the firm’s Director of Technology.
Location: Seattle
Job Type: Full-time
Reports to: Director, Financial Planning
Company Overview: Our client company is a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. They value integrity, excellence, and nimbleness and are seeking a skilled and detail-oriented Associate Financial Planner to join our growing team. This is a Hybrid role (3 days in office).
Job Description: You will support our financial advisors in delivering exceptional financial planning services to our clients. You will assist in preparing and maintaining financial plans, conducting research, and helping our effort toward internal continuing education. This role is ideal for someone who is looking to develop their career in financial planning while working alongside experienced professionals in the wealth management field.
Key Responsibilities:
Assist in the preparation of financial plans, including gathering and analyzing client data.Prepare financial plan presentations and reports for clients – attention to detail and accuracy are paramount.Maintain and convey knowledge of industry trends, regulations, and financial products.Work closely with financial advisors to implement and review client financial strategies.Ensure compliance with all legal and regulatory requirements.Supporting advisors in client meetingsContribute to the growth of departmental practices and strategies.Work closely with team members and other departments to improve systems and create processes that boost workflow and drive new business opportunities.Qualifications & Skills:
Bachelor's degree in Finance, Accounting, Economics, or a related field.Completion of or progress toward professional certifications such as CFP (Certified Financial Planner) is preferred.3-5 years of prior experience in a financial planning or paraplanning role is highly desirable.Strong analytical skills with the ability to interpret financial data.Excellent communication and interpersonal skills (this is a client-facing role).Proficient in financial planning software (e.g., eMoney, MoneyGuidePro, etc.) is preferred.Ability to work independently and as part of a team in a fast-paced environment.Detail-oriented with strong organizational skills.They do not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role. NO Visas of any kind please.Why Join?
Competitive compensation structure401(k) Plan with Employer matchingEmployer health savings accountMedical & vision insuranceContinuing education supportThey’re passionate about their people and invest a ton of time, energy and resources in their people.Company DescriptionGaynor Staffing & Consulting is the right choice whether you are seeking a new employee for your company or you are a candidate looking for the right position. Christie brings over 20 years of experience working across multiple industries. She is compassionate, listens and values open communication to ensure a client’s and candidate’s needs are met. She is proud of the loyal relationships she has developed over the years as a trusted partner for her client’s staffing needs and she believes in finding long-term work homes for the candidates she works with.Company DescriptionGaynor Staffing & Consulting is the right choice whether you are seeking a new employee for your company or you are a candidate looking for the right position. Christie brings over 20 years of experience working across multiple industries. She is compassionate, listens and values open communication to ensure a client’s and candidate’s needs are met. She is proud of the loyal relationships she has developed over the years as a trusted partner for her client’s staffing needs and she believes in finding long-term work homes for the candidates she works with. Read LessAn established, nationally recognized wealth management firm providing comprehensive investment, financial planning, and retirement solutions to individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional consulting, cash management, and a broad suite of advisory services. With a strong operational platform, sophisticated investment capabilities, and a collaborative culture, they empower their advisors and internal teams to deliver exceptional client experience. Headquartered in a major financial hub with offices across the United States, we operate as a registered investment advisor (RIA).
Job Responsibilities:
Coordinate operational and service-related processes to ensure accurate and timely execution of client transactions and investment activities.Serve as a key liaison between advisors, clients, and internal departments, providing daily support, resolving inquiries, and maintaining high-quality service delivery.Well versed in alternative investments, private placements and handling subscription documents.Manage the new client onboarding process, including meeting preparation, collection of client information, preparation of required account documentation, and coordination of account setup and transfers.Oversee asset allocation and reallocation workflows, including documentation management, account establishment, and coordination with internal investment and operations teams.Deliver a high level of customer service through research, follow-up, accurate information sharing, and timely completion of service requests.Maintain a strong working knowledge of firm policies, procedures, and investment strategies to effectively troubleshoot and support both advisors and clients.Participate in firm initiatives and complete additional responsibilities as assigned.Qualifications:
5+ years of experience in a similar operational or service role within an investment management firm, RIA, or broker-dealer.Strong understanding of financial services industry operations, standards, and best practices.Self-starter with the ability to take initiative, manage multiple assignments, and thrive in a fast-paced environment.Proven problem-solving skills and the ability to anticipate needs while delivering exceptional service.High energy, professionalism, and the ability to meet deadlines under pressure.Strong organizational skills with exceptional attention to detail.Excellent interpersonal, written, and verbal communication skills.Ability to prioritize, organize workflow, and manage competing demands.Capacity to develop a working understanding of client portfolios and accounts.Ability to work independently and collaboratively within a team.Flexibility and willingness to take on other responsibilities as needed.Strong proficiency in Microsoft Office, including Excel, Word, and Outlook.BA/BS in finance or a related field preferred.Benefits:
Coverage on the first day of employment for medical, dental, and vision insurancePaid parental leave401k matching planHSA employer contributionsStudent loan assistancePet insuranceBase salary of up to $100,000- $120,000 plus discretionary bonus (exact base salary amount will be dependent on experience)5 days a week onsiteAN EQUAL OPPORTUNITY EMPLOYER: We are an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Benefits found in job post
Vision insurance, 401(k), Student loan assistance, Medical insurance, Dental insurance, Paid maternity leave, Paid paternity leave, Disability insurance
Requirements added by the job poster
Working in an onsite settingAuthorized to work in the United StatesNo need for visa sponsorshipCompany DescriptionGaynor Staffing & Consulting is the right choice whether you are seeking a new employee for your company or you are a candidate looking for the right position. Christie brings over 20 years of experience working across multiple industries. She is compassionate, listens and values open communication to ensure a client’s and candidate’s needs are met. She is proud of the loyal relationships she has developed over the years as a trusted partner for her client’s staffing needs and she believes in finding long-term work homes for the candidates she works with.Company DescriptionGaynor Staffing & Consulting is the right choice whether you are seeking a new employee for your company or you are a candidate looking for the right position. Christie brings over 20 years of experience working across multiple industries. She is compassionate, listens and values open communication to ensure a client’s and candidate’s needs are met. She is proud of the loyal relationships she has developed over the years as a trusted partner for her client’s staffing needs and she believes in finding long-term work homes for the candidates she works with. Read Less
