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  • Why We’re Different
    • Back Office
    • Advisor Development
    • Transition
  • Investments
  • About Us
    • Careers
  • Contact

Salesforce Administrator

Foundations Investment Advisors is looking for a skilled technical architect and problem-solver to support our internal operations and advisor partners. As a Salesforce Administrator & Developer, you’ll be the primary point of contact for the platform—handling architecture, building solutions, and resolving technical issues quickly and professionally.

This is a high-impact, technical role where precision, strategic thinking, and proficiency with computers are essential. You’ll work with internal teams, update the Financial Services Cloud (FSC) stack, and ensure every system interaction is handled with care and efficiency.

Key Responsibilities:

  • Serve as the primary technical lead for the Salesforce Financial Services Cloud environment.
  • Manage platform governance, troubleshoot data issues, and provide timely system updates.
  • Use Salesforce Flow, Apex, and Gearset to track and manage development lifecycles.
  • Handle technical tasks, including API integrations, documentation, and audit-ready change management.
  • Partner with Operations and Compliance teams to resolve business inefficiencies quickly and accurately.
  • Support user adoption and executive reporting through Tableau as needed.

What We're Looking For:

  • Strong technical communication skills—able to translate code to business logic.
  • Highly organized and able to manage multiple development priorities.
  • Proficient with Salesforce Flow, Apex, CI/CD tools, and Microsoft Office.
  • Team-oriented, reliable, and detail-focused.
  • Experience with Financial Services Cloud or an RIA is a plus, but Salesforce Administrator (ADM-201) certification is required.

This is a full-time, in-office position in Phoenix, AZ. If you’re ready to be a key part of a growing company that values execution, apply today.

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Advisors
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AUM
$ 0 B+
Accounts
0 k+

Get The Partner, Platform, And PRocess Your Deserve.

Let’s talk about how Foundations can elevate your practice. We’ll handle the transition.
You focus on what’s next.

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480.626.2979

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4050 E Cotton Center Blvd.
Suite 40, Phoenix, AZ 85040

Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.
Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

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