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Mariner Wealth Advisors

Agentforce Developer

Posted An Hour Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
78K-178K Annually
Junior
Remote
Hiring Remotely in United States
78K-178K Annually
Junior
Designs, configures, and deploys Agentforce agents and autonomous workflows within Salesforce Financial Services Cloud. Integrates agents with MuleSoft APIs, external data, and financial planning platforms; implements Einstein AI capabilities; and ensures security, compliance, and reliable agent behavior. The role also tests and monitors agents, mitigates hallucination risks, analyzes usage data, incorporates advisor feedback, and evaluates new Salesforce AI features.
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ABOUT THE ROLE

 

Mariner is seeking an innovative Agentforce and AI Developer to lead the design and implementation of AI-powered automation within our Salesforce Financial Services Cloud (FSC) ecosystem. In this pivotal role, you will architect and deploy Agentforce agents, autonomous workflows, and AI-enhanced advisor tools that elevate efficiency, personalization, and intelligence across our advisor platform. As a core contributor to our expanding AI initiatives, you will directly shape the future of advisor and client experiences at Mariner.

 

KEY RESPONSIBILITIES

 
  • Design, configure, and deploy Agentforce agents in Salesforce FSC to automate advisor workflows, client service activities, and operational processes

  • Develop and optimize agent topics, actions, and instructions using advanced prompt engineering for financial services scenarios

  • Integrate Agentforce with MuleSoft APIs, external data feeds, and financial planning platforms to extend agent functionality

  • Partner with FSC Solution Architects to ensure agent solutions are aligned with CRM data models, security frameworks, and best practices

  • Implement Salesforce Einstein features (Einstein Copilot, Predictive AI, Next Best Action) to deliver actionable insights and recommendations for advisors

  • Conduct comprehensive testing of agent behavior, including handling edge cases, mitigating hallucination risk, and upholding compliance requirements

  • Monitor agent performance, analyze usage data, and refine agent workflows based on advisor feedback and evolving Salesforce AI capabilities

  • Stay abreast of the Salesforce AI roadmap, proactively evaluating and implementing new Agentforce features to enhance our platform

 

REQUIRED QUALIFICATIONS

 
  • 2+ years of Salesforce development experience (Apex, Lightning Web Components, Flow)

  • Direct, hands-on experience with Agentforce, Einstein Copilot, or similar conversational AI technologies within Salesforce

  • Strong knowledge of prompt engineering and large language model (LLM) behavior in enterprise environments

  • Demonstrated ability to design within Salesforce’s security model (profiles, permission sets, sharing rules)

  • Proven skill in translating complex advisor workflows into structured agent-driven action sequences

 

PREFERRED QUALIFICATIONS

 
  • Salesforce AI Associate or Agentforce Specialist certification

  • Familiarity with the Salesforce FSC data model and advisor/client relationship management

  • Experience with MuleSoft integration patterns to enhance agent capabilities with external data

  • Background in financial services, wealth management, or fintech

  • Exposure to responsible AI frameworks and compliance protocols relevant to regulated industries

#LI-JS1

#LI-REMOTE

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.


By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Mariner Wealth Advisors San Francisco, California, USA Office

44 Montgomery, , San Francisco, United States, 94104

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