The Mather Group Salesforce Administrator - Jr. Business Analyst

The Mather Group (TMG) operates as a fee-only, $1 Billion AUM, wealth management firm, specializing in retirement planning for corporate executives and high net worth individuals. The firm was founded in 2001 and became an independent Registered Investment Advisor (RIA) in 2011. TMG was named by Financial Planning Magazine as one of the fastest growing RIAs in the country and was named one of Financial Times top 300 firms in the nation. As they continue to expand their national footprint with offices in multiple states, they seek a Senior Wealth Advisor. As the main point of contact, will actively communicate with clients on a daily basis, providing advice on cash flows/tax planning strategies, estate/insurance issues, identify investment goals/retirement planning needs and implement recommendations with assistance of support staff. In addition, this position will meet with referrals in their territory and effectively close sales with the support of a leading financial planning team. 

ABOUT THE MATHER GROUP

The Mather Group is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with clients’ best interests in mind. We find the most cost-effective investment strategies, and clients pay only for our expert advice—no commissions, no product fees and no hidden fees.

OUR INDUSTRY'S CHALLENGE & OUR SOLUTION

Across our industry, only 9% of financial advisors are obligated to put their clients’ best interests first. What the average investor doesn’t realize is that most advisors hold brokerage licenses that allow them to put their firm's interests ahead of the client's. They are not legally obligated to act in the client’s best interest and can sell investment products for commissions.

The Mather Group is a registered investment advisor with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients chose TMG, there are no conflicts about where their money is held or how it’s managed.

What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever.

WE'VE MADE COMPELLING PROGRESS

  • $3.9 Billion in assets under management
  • Seven offices in established markets: Chicago, Houston, Dallas, Atlanta, Austin, Philadelphia Area, Knoxville, and San Francisco Bay Area
  • 70 staff members and growing
  • Named 14th on Forbes 2019 top 100 Registered Investment Advisor List
  • Named to Barron's Top 100 Independent Advisor List (2018,2019)
  • Named to Financial Times Top Advisers List (2016, 2017,2018,2019)

about THE POSITION

The role of the Salesforce Administrator – Jr. Business Analyst includes overseeing and implementing the maintenance of current and future systems to drive efficiency with our IT systems, primarily Salesforce. The position requires a strategic thinker with great communication and collaboration skills. The position involves collaborating with individuals from our sales, client services, operations, human resources, accounting, and trading departments to implement streamlined solutions within Salesforce. In this role you will manage and maintain all the functions and utilities that Salesforce has to offer. In this role you will be responsible for mapping and migrating legacy data from external CRMs to Salesforce. The Salesforce Administrator – Jr. Business Analyst will be involved with troubleshooting, problem solving and the details of workflow and process. In this role, you will be the Salesforce resource for end users, promote adoption, stay current on new releases and AppExchange solutions, and provide training as required.

Responsibilities include, but are not limited to, the following: 

  • Communicate with all departments across the firm to implement scalable solutions utilizing the Salesforce platform
  • Migrate CRM data from acquired RIA firms to Salesforce
  • Create and update internal workflows, business processes, and process builders
  • Manage data feeds from various platforms including Orion Advisor & MoneyGuidePro
  • Maintain Salesforce data integrity
  • Integrate and maintain 3rd party applications installed via Salesforce’s AppExchange
  • Create dashboards and reports for end users
  • Update record ownership based on the needs of the sales team
  • Onboard and offboard employees from the platform
  • Train employees on platform and create supporting documentation
  • Provide solutions related to sales, client service and internal processes/administration/accounting
  • Create and maintain fields, validation rules, record types, assignment rules, custom objects, page layouts, sharing rules, etc.

POSITION REPORTING 

The position reports to the Sr. Business Analyst & Technology Manager

CANDIDATE REQUIREMENTS

The ideal candidate will possess the following qualifications and attributes:

  • Bachelor’s degree: Business Admin, Information Systems, Management, Computer Science
  • Salesforce Administrator Certification
  • 3+ years of experience in supporting/deploying Salesforce.com
  • In-depth knowledge of Salesforce.com features and capabilities
  • Experience migrating CRM from other CRMs (Junxure, Tamarac, Redtail, etc.) to Salesforce
  • Excellent verbal and written communication skills, with the ability to clearly articulate thoughts and ideas
  • Self-motivated with ability to work independently
  • Excellent organizational skills with the ability to handle multiple tasks and/or projects at one time
  • Decision‐making skills with the ability to investigate and weigh alternatives and select the course of action that provides the greatest benefit to the organization
  • Time management skills with the ability to prioritize and schedule daily activities for the most efficient use of time

CANDIDATE PREFERENCES 

  • Salesforce Advanced Administrator
  • Salesforce Sales Consultant Certification
  • Salesforce Platform App Builder Certification
  • Salesforce Pardot Specialist Certification
  • Experience with the following AppExchange Apps: SMS Magic, Conga Orchestrate, Nintex DocGen

The Mather Group is an equal opportunity employer and welcomes candidates from diverse backgrounds.

The Mather Group

HOW SMART INVESTORS RETIRE™

                     Barrons Top 100 2019                          

Get in touch with us or find one of our office locations   Contact us

TMG acquires Resource Advisory Services, marking TMG’s third acquisition of 2020 https://t.co/24OTvH2wZx
RT @IntAdviser: US in the news: A round-up of people moves and M&A deals across North America #KarpusManagement @sanctuarywp @themathergrou