Senior Software Developer - Salesforce Development

About Kestra:

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to o er comprehensive securities and investment advisory solutions to their clients.

Salesforce Developer

Department

• Digital Technology – Sales & Servicing Platform.

Build with Curiosity. Grow with Impact:

Kestra Holdings is seeking a Junior Salesforce Developer to support the ongoing modernization and scale of our Salesforce ecosystem across Sales Cloud, Service Cloud, Financial Services Cloud (FSC), Marketing Cloud, and AI-enabled capabilities. This role is ideal for a Salesforce technologist who has a strong foundation in configuration and development concepts and is ready to grow through hands-on delivery in an enterprise environment.

You will work closely with Senior Developers, the Technical Architect, Solution Architect, Product Owners, and cross-functional partners to configure, build, test, and document scalable platform solutions that improve advisor and home office experiences.

What Youll Do:

• Build and Configure Salesforce Solutions: Assist with Salesforce configuration and development using Flows, custom objects, fields, page layouts, record types, validation rules, custom metadata, Apex, and Lightning Web Components under senior technical guidance.
• Support User Stories and Technical Delivery: Translate defined requirements and acceptance criteria into clear technical tasks, partnering with Product Owners, Senior Developers, and architects to clarify scope and expected outcomes.
• Develop Foundational Code and Automation: Contribute to well-structured Apex, LWC, and declarative automation while learning and applying Kestras coding standards, design patterns, and quality expectations.
• Assist with Integrations and Data Work: Support Salesforce integrations, data updates, and data migration activities using tools such as Data Loader and APIs, with appropriate validation and review.
• Participate in Testing and Defect Resolution: Support unit testing, regression testing, UAT triage, and production issue resolution to help ensure reliable, high-quality releases.
• Follow Platform Governance and Security Standards: Apply guidance related to Salesforce security, sharing, data quality, compliance, and performance standards.
• Support DevOps and Release Processes: Participate in version control, deployment preparation, CI/CD activities, and release documentation as part of the Salesforce delivery lifecycle.
• Document Technical Work: Create and maintain clear documentation for configuration, development changes, testing notes, and deployment support materials.
• Learn and Grow Salesforce Expertise: Stay current on Salesforce releases, platform capabilities, Trailhead learning, and emerging best practices, including automation and AI-enabled platform features.
• Collaborate Across Teams: Work with developers, architects, product, QA, and business partners to support Kestras Salesforce transformation and ongoing platform operations.

What You Bring:

• 3+ years of Salesforce experience in development, administration, configuration, internships, project work, or equivalent hands-on learning.
• Foundational knowledge of Salesforce Sales Cloud and Service Cloud; exposure to Financial Services Cloud is a plus.
• Experience or familiarity with Salesforce configuration tools including Flow Builder, validation rules, page layouts, record types, custom objects, fields, and permission concepts.
• Introductory knowledge of Apex, Lightning Web Components, SOQL, REST/SOAP APIs, or Salesforce integration patterns, with a strong willingness to deepen technical skills.
• Basic understanding of Salesforce security, data modeling, governor limits, and development lifecycle concepts.
• Familiarity with Agile/Scrum delivery, user stories, acceptance criteria, and tools such as Jira or Azure DevOps.
• Strong problem-solving skills, attention to detail, and comfort asking questions to clarify requirements and design intent.
• Strong collaboration and communication skills, with the ability to work effectively with technical and non-technical partners.
• Interest in financial services, wealth management, advisor platforms, or regulated technology environments.
• Bachelors degree in computer science, Information Systems, or related field preferred; equivalent practical experience will be considered.
• Salesforce Administrator, Platform App Builder, or Platform Developer I certification preferred or in progress.