Job Description
We're Hiring: Salesforce Developer – Asset Management
We are seeking an experienced Salesforce Developer to design, develop, and implement Salesforce solutions tailored to Asset Management business processes. The ideal candidate will have strong technical expertise and hands-on experience supporting investor onboarding, portfolio management, client servicing, and regulatory reporting within financial services environments.
As a Salesforce Developer, you will be responsible for building scalable Salesforce solutions aligned with Asset Management workflows, ensuring seamless integrations, compliance support, and high-performance CRM capabilities.
Core Responsibilities
Asset Management–Specific Responsibilities:
Develop investor onboarding workflows
Build integrations with Fund Accounting systems
Implement CRM solutions for Investor Relationship Management
Support compliance and regulatory reporting features
Develop portfolio and investment tracking tools
Tec...
We are seeking an experienced Salesforce Developer to design, develop, and implement Salesforce solutions tailored to Asset Management business processes. The ideal candidate will have strong technical expertise and hands-on experience supporting investor onboarding, portfolio management, client servicing, and regulatory reporting within financial services environments.
As a Salesforce Developer, you will be responsible for building scalable Salesforce solutions aligned with Asset Management workflows, ensuring seamless integrations, compliance support, and high-performance CRM capabilities.
Core Responsibilities
Asset Management–Specific Responsibilities:
Develop investor onboarding workflows
Build integrations with Fund Accounting systems
Implement CRM solutions for Investor Relationship Management
Support compliance and regulatory reporting features
Develop portfolio and investment tracking tools
Tec...
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