Senior Salesforce Engineer

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

• Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology  here .

Job Summary:

As a Senior Salesforce Developer/Engineer at Mercer Advisors, you will play a pivotal role in optimizing and expanding our Salesforce ecosystem. This role demands advanced technical expertise to design, develop, and implement customized Salesforce solutions that drive operational efficiency and business growth. You will work closely with cross-functional teams to translate business needs into actionable technical requirements, ensuring seamless integration and enhancement of our Salesforce environment. You will also leverage AI and machine learning capabilities within the Salesforce platform—including Salesforce Einstein and Agentforce—to deliver intelligent, data-driven solutions that enhance client engagement and advisor productivity.

 

Essential Job Functions for this role include:

Advanced Development:  Design and build sophisticated Visualforce pages, custom controllers, and Lightning components using Apex and other Salesforce technologies.

AI & Intelligent Automation:  Design and implement AI-powered solutions using Salesforce Einstein (Einstein Prediction Builder, Einstein Discovery, Einstein Bots) and Agentforce to automate workflows, surface actionable insights, and enhance the advisor and client experience.

Integration Management:  Lead the development of complex integrations across the Salesforce platform, ensuring seamless data flow between Salesforce and other enterprise systems, including AI/ML services and third-party intelligent automation platforms.

Customization:  Create and maintain custom objects, code, and test methods to support various business processes and project requirements.

Process Improvement:  Establish and refine best practices for Salesforce technology deployments—including the responsible adoption of AI tools and generative AI features—ensuring effective project management and execution.

Data Strategy & AI Readiness:  Collaborate with data teams to ensure data quality, completeness, and governance standards necessary to support AI models, predictive analytics, and recommendation engines within the Salesforce ecosystem.

Collaboration:  Engage with business stakeholders and technical teams to understand project goals, translate business requirements into technical specifications, and deliver data-driven solutions. Evaluate and recommend AI use cases that align with business objectives and client needs.

Project Management:  Ensure timely delivery of high-quality solutions by managing deadlines and providing clear, consistent communication on project progress.

Quality Assurance: Conduct thorough testing and validation of deliverables to ensure they meet quality standards and functional requirements. Validate AI model outputs for accuracy, bias, and compliance with industry regulations.

Mentorship:  Provide guidance and support to junior developers and team members, fostering a collaborative and knowledge-sharing environment, including upskilling the team on AI capabilities and best practices within Salesforce.

 

 

Knowledge, Skills, and Abilities:

Bachelor’s degree in Computer Science, Information Technology, or a related field, or equivalent experience.

Experience in the Wealth Management or Financial Services field preferred.

Experience with Data Engineering (specifically in Python) preferred.

Minimum of 5 years of experience in Salesforce development with a proven track record of complex project execution.

In-depth knowledge of the Salesforce development lifecycle, including SDLC, Agile, and SCRUM methodologies.

Strong experience with Apex, Visualforce, Lightning components, and Salesforce APIs. Proven ability to develop custom solutions and integrations within the Salesforce platform.

Proficient in Salesforce administration, including User, Role, Profile management, Workflows, Page Layouts, Validation Rules, and Security configurations.

Experience with Salesforce Sandbox administration and deployment management.

Experience with Salesforce Einstein tools (Einstein Prediction Builder, Einstein Discovery, Einstein Activity Capture, Einstein Bots) or Agentforce strongly preferred.

Familiarity with AI/ML concepts such as predictive modeling, natural language processing, and recommendation systems, and how they apply within CRM environments.

Experience integrating third-party AI or generative AI services (e.g., large language model APIs) into Salesforce workflows is a plus.

Understanding of responsible AI principles, including data privacy, bias mitigation, and regulatory compliance considerations relevant to financial services.

 

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

 

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

 

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline : The initial deadline for applications is 9/1/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.  This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. 

Base Pay Range $115,000 — $145,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

Company Paid Basic Life & AD&D Insurance

Company Paid Short-Term and Long-Term Disability Insurance

Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

Kaiser Medical plans available in California

Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

Two comprehensive Dental Plans

Vision Insurance Plan

Dependent Care Savings Account for child and dependent care.

14 Company Paid Holidays including a full week off at Thanksgiving.

Generous paid time off program for vacation and sick days

Employee Assistance Plan

Family Medical Leave

Paid Parental Leave (8 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

Adoption Assistance Reimbursement Program

Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option

Pet Insurance

Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email  PeopleTeam@merceradvisors.com . This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our  Applicant Notices and Employment Rights .

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy  here . CCPA Notice at Collection