AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.
We are looking for an experienced Salesforce Administrator to lead the governance, strategy, and optimization of our Salesforce platform. You will be the subject matter expert, ensuring best practices in configuration, data integrity, and platform scalability, while mentoring junior admins and working closely with business leaders.
We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office.
Lead the configuration, customization, and maintenance of the Salesforce platform.
Define and enforce governance, security, and data management standards.
Manage complex automation, integrations, and advanced reporting needs.
Partner with business stakeholders to align platform capabilities with strategic objectives.
Oversee system upgrades, release management, and change control processes.
Provide guidance and mentorship to junior and mid-level admins.
Act as primary liaison with Salesforce support and manage vendor relationships.
Conduct regular platform audits to ensure data quality and compliance.
5+ years of hands-on Salesforce administration experience, including large-scale org management.
Deep expertise in Salesforce configuration, automation (Flows, Process Builder), and security settings.
Experience with complex integrations and AppExchange solutions.
Salesforce Administrator and Advanced Administrator certifications required; other Salesforce certifications (e.g., Sales Cloud Consultant, Service Cloud Consultant) a plus.
Strong leadership, communication, and stakeholder management skills.
Proven track record of driving platform adoption and process improvements.
Compensation: The Base Salary range for this position is between $145,000-$165,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
#LI-DNI
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
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$145,000 – $165,000
Base + Bonus
