Senior Salesforce Engineer

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America Job Description Posted Monday, May 5, 2025 at 6:00 AM

ABOUT US

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting‑edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates. Kestra is seeking a Senior Salesforce Developer to join our enterprise Salesforce team supporting all Kestra Holdings channels. This role will contribute significantly to our Salesforce transformation initiative, helping us evolve into a unified, strategically aligned platform. The Senior Salesforce Developer will collaborate with architects, product owners, developers, and cross‑functional stakeholders to design, develop, and maintain scalable Salesforce solutions. The ideal candidate will have deep development experience across the Salesforce platform, a passion for modern development practices, and a drive to improve business outcomes through technology.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Develop high‑quality, scalable, and reusable code and configurations in Salesforce using Apex, Lightning Web Components, Flows, and related technologies. Perform data migrations using tools like Data Loader or third‑party applications. Participate in design and solutioning sessions in collaboration with the Salesforce Solution Architect and cross‑functional stakeholders. Build and maintain integrations between Salesforce and external systems using APIs and integration tools. Assist with the design and execution of Salesforce DevOps pipelines, including version control, CI/CD automation, and testing. Collaborate with the Salesforce Product Owner to clarify requirements and align development work with business priorities. Support the ongoing Salesforce transformation initiative by modernizing existing solutions, enhancing platform efficiency, and applying industry best practices. Support platform scalability, security, and performance through regular reviews and optimization efforts. Provide technical guidance and mentorship to developers and administrators within the team. Create and maintain technical documentation, including user stories, design specs, and deployment guides. Assist in identifying opportunities for innovation and/or AI‑enhanced features and automation to elevate the Salesforce user experience. Maintain knowledge on Salesforce releases, new features, and best practices.

KNOWLEDGE, SKILLS, AND/OR ABILITIES

Strong development skills in Apex, schedulable processes, Lightning Web Components (LWC), and REST/SOAP APIs. Ability to customize and extend standard Salesforce functionality using Flows, Custom Metadata, and Validation Rules. Experience reviewing code, conducting peer code reviews, and enforcing coding standards. Familiarity with DevOps practices, including version control (Git), CI/CD pipelines, and test automation. Effective communicator who can translate complex technical concepts into clear, actionable items for stakeholders. Detail‑oriented, organized, and able to handle multiple tasks in a fast‑paced environment. Strong understanding of Salesforce security, data modeling, sharing rules, and governor limits. Collaborative team player with a commitment to continuous learning and improvement. Experience working in an Agile/Scrum environment. Self‑motivated with a sense of ownership and accountability.

SUPERVISORY RESPONSIBILITIES

No

EDUCATION AND/OR EXPERIENCE

Bachelor’s degree in Computer Science, Information Systems, or a related field. 4+ years of hands‑on Salesforce development experience in enterprise environments. Proven experience with Sales Cloud and Service Cloud. Experience with Financial Services Cloud preferred. Experience integrating Salesforce with external systems and APIs. Financial Services or Wealth Management industry experience is a plus.

CERTIFICATIONS, LICENSES, REGISTRATIONS

Salesforce Platform Developer I required. Salesforce Platform Developer II or other certifications a plus.

INTERNAL APPLICANT 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

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.

DISCLOSURE

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.

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. Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America #J-18808-Ljbffr Kestra Financial