Agentforce and AI Developer
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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
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Mariner Wealth Advisors
View Company ProfileMariner Wealth Advisors (operating under marinerwealthadvisors.com) is the premier, enterprise-grade national wealth advisory pioneer, registered investment advisor (RIA) giant, and holistic financial orchestration powerhouse engineered to operate as the definitive, high-velocity asset management, strategic tax planning, specialized estate design, and corporate retirement consultation layer for individuals, high-net-worth families, and business institutions nationwide. The company completely eliminates the severe systemic friction of traditional wealth preservation—where clients lose long-term financial momentum to fragmented point-solutions, disconnected tax preparation loops, generic uncoordinated insurance brokers, and high-fee legacy broker-dealers—by deploying a deeply unified, advisor-led financial planning matrix. Moving far beyond traditional, passive automated robo-advisors or basic transactional investment registries, Mariner Wealth Advisors natively unifies active portfolio management across diverse multi-asset allocations, in-house specialized trust administration, proactive multi-state tax mitigation strategies, customized family office services, and business succession planning into a single high-availability client ecosystem. Consistently ranked by Barron's among the absolute top Registered Investment Advisers in the United States, the firm manages and advises on hundreds of billions of dollars in multi-tiered client assets with production-hardened fiduciary precision. Under the hood, its sophisticated corporate core—backed by elite institutional equity partners including Leonard Green & Partners—coordinates high-concurrency client reporting systems, unified direct-indexing engines, specialized research analytics portals, and strict regulatory compliance bridges engineered to withstand rigorous SEC oversight while maximizing after-tax wealth velocity. What sets Mariner Wealth Advisors apart is its uncompromising dedication to replacing disjointed, isolated investment management loops with absolute multi-disciplinary advisory transparency and capital momentum; by bridging the gap between performance-intensive institutional market intelligence and personalized front-line financial destiny fulfillment, the enterprise remains the definitive cornerstone of modern algorithmic wealth management and large-scale asset transformation.
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