Job Description
Salesforce Developer – Asset Management
Dallas, TX (Onsite)
Summary:
Responsible for designing, developing, and implementing Salesforce solutions tailored to Asset Management business processes such as investor onboarding, portfolio management, client servicing, and reporting.
Core Responsibilities:
• Design and develop Salesforce applications using Apex, Lightning, and APIs
• Customize Salesforce objects for Funds, Investors, Accounts, and Transactions
• Build Lightning Web Components (LWC)
• Develop integrations with portfolio accounting systems (InvestOne, Aladdin, Geneva, etc.)
• Implement workflows, validation rules, and automation
• Support data migration and data quality initiatives
• Troubleshoot and optimize system performance
• Support releases and deployments
• Develop investor onboarding workflows
• Build integrations with Fund Accounting systems
• Implement CRM solutions for Investor Relationship Management
• Support complian...
Dallas, TX (Onsite)
Summary:
Responsible for designing, developing, and implementing Salesforce solutions tailored to Asset Management business processes such as investor onboarding, portfolio management, client servicing, and reporting.
Core Responsibilities:
• Design and develop Salesforce applications using Apex, Lightning, and APIs
• Customize Salesforce objects for Funds, Investors, Accounts, and Transactions
• Build Lightning Web Components (LWC)
• Develop integrations with portfolio accounting systems (InvestOne, Aladdin, Geneva, etc.)
• Implement workflows, validation rules, and automation
• Support data migration and data quality initiatives
• Troubleshoot and optimize system performance
• Support releases and deployments
• Develop investor onboarding workflows
• Build integrations with Fund Accounting systems
• Implement CRM solutions for Investor Relationship Management
• Support complian...
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