Description
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
Job Description: We are looking for a Senior Salesforce Administrator to assist in supporting multiple organizations, design advanced flows, oversee system integrations, ensure data integrity, act as a strategic partner, translate business requirements from departments into scalable technical solutions, maintain security, and optimize platform performance. Executives and front-line leadership will depend on this role to serve as a trusted advisor, creating platform roadmaps and defining development priorities.
Key Responsibilities:
- Platform Management: Lead day-to-day administration of environment.
- Advanced Automation: Design and implement complex flows, validation rules and approval processes to streamline operations and reduce manual effort.
- Data Governance: Oversee data integrity through regular audits, de-duplication and the implementation of data security framework.
- Integration & Ecosystem: Manage end-to-end integration with third-party tools.
- Mentorship: Guide and mentor junior or mid-level admins on best practices.
- Meet with stakeholders and SMEs in discovery sessions.
- Develop understanding of current business processes and document processes in development.
- Develop and define project roadmaps.
- Analyze data and draw business insights.
- Facilitate business solutions.
- Manage Salesforce projects.
- Create and deliver presentations.
- Track and solve issues during testing.
Qualifications:
- Bachelor’s degree is preferred.
- A minimum of 4+ years of Salesforce experience, Salesforce Certified preferred. Experience in the financial services industry is a plus.
- Strong knowledge of Salesforce capabilities, ability to align them with business needs, and recommend potential solutions.
- A collaborative mindset. Comfortability working with cross-functional teams to ensure Salesforce solutions align with business objectives.
- Exceptional communication skills: able to clearly articulate technical concepts to non-technical stakeholders to both elicit and document business requirements effectively.
- Strong project management abilities: managing timelines, resources, and deliverables to ensure projects are completed as needed.
- Ability to identify the business strategies, goals, initiatives and challenges to define scope of project or initiative.
- Able to develop comprehensive test plans and cases to conduct user acceptance testing to validate system functionality and performance.
- Critical thinker/problem solver.
- Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.
This is a hybrid opportunity based in our Atlanta, GA, Newtown Square, PA, or Alexandria, VA office.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
#LI-Hybrid
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