Senior Salesforce Engineer

Kestra Financial — United States · Posted ~3 hours ago

Senior Full-time

Skills

Salesforce development Sales Cloud Service Cloud Financial Services Cloud CRM customization Salesforce CRM

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Summary ✨ AI‑Generated

A senior CRM engineering position focused on designing, configuring, and developing enterprise solutions. The role involves platform modernization, scalable architecture, and collaboration with business teams.

Highlights

Senior engineering role supporting enterprise technology transformation through scalable CRM solutions and advanced platform capabilities.

Description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients Lead with Purpose. Partner with Impact. Kestra Financial is undergoing a multi-year transformation to modernize and scale its Salesforce ecosystem across Sales Cloud, Service Cloud, Financial Services Cloud (FSC), Marketing Cloud, and AI-enabled capabilities. We are seeking a Senior Salesforce Developer to design, configure, and build scalable solutions that power Kestra’s enterprise transformation goals. This role combines advanced development expertise with strong configuration skills to deliver high-quality features and integrations. The Senior Developer will work closely with both the Technical Architect and Solution Architect to ensure adherence to design standards and best practices, while collaborating with Product Owners and cross-functional teams to optimize business outcomes. What you’ll Do: Develop high-quality, reusable code using Apex, Lightning Web Components (LWC), and Flows. Configure Salesforce declarative features, including page layouts, record types, validation rules, custom metadata, and automation tools. Implement complex business logic using a combination of declarative and programmatic approaches. Work closely with the Technical Architect and Solution Architect to ensure solutions adhere to technical design, scalability, and security standards. Participate in design and solutioning sessions to validate architecture and technical feasibility. Collaborate with Product Owners and Solution Architect to clarify requirements and translate them into technical deliverables. Build and maintain integrations between Salesforce and external systems using REST/SOAP APIs and middleware tools. Execute data migrations and transformations using Data Loader or third-party tools. Support Salesforce DevOps pipelines, including version control (Git), CI/CD automation, and automated testing. Conduct peer code reviews and enforce coding standards. Monitor and optimize platform performance, security, and scalability. Ensure compliance with Salesforce governance, data quality, and sharing rules. Provide technical guidance and mentorship to junior developers and admins. Identify opportunities for innovation, including AI-driven features, automation, and workflow intelligence. Stay current on Salesforce releases, emerging technologies, and best practices. Collaborate with cross-functional teams to support Kestra’s Salesforce transformation initiative. Maintain comprehensive technical documentation, including design specs and deployment guides. What You Bring: Bachelor’s degree in Computer Science, Information Systems, or related field. 6+ years of hands-on Salesforce development experience in enterprise environments. Strong skills in Apex, LWC, Flows, and REST/SOAP APIs. Proven experience with declarative configuration and customization. Familiarity with DevOps practices, CI/CD pipelines, and test automation. Experience with Sales Cloud and Service Cloud; Financial Services Cloud preferred. Experience building Agentforce agents. Data 360 experience is a plus. Strong understanding of Salesforce security, data modeling, and governor limits. Excellent communication and collaboration skills. Experience working in Agile/Scrum environments. Financial Services or Wealth Management industry experience is a plus. Salesforce Platform Developer I required. Salesforce Administrator required. Salesforce Platform Developer II or other advanced certifications preferred. Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP. Benefits to support you: Competitive pay and benefits with a large employer (over 1600 employees nationwide)401(k), health insurance, and a competitive benefits packageWork in a supportive, collaborative environment committed to professional excellenceHelp clients navigate meaningful financial decisions with confidenceOpportunities for training, development, and long-term growth within the firmTuition reimbursement for qualified expenses Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team. Explore Life at Kestra Kestra Holdings Website: https://www.kestrafinancial.com/ Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE LinkedIn: https://www.linkedin.com/company/kestra-financial Apply Today Lead with purpose. Apply now and help shape the future of Kestra. Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.