Technology Associate/Salesforce Specialist

Company Overview

Robertson Stephens Wealth Management (RSWM) is a national wealth management firm with offices in San Francisco (CA), New York (NY), Sun Valley (ID) and Holmdel (NJ). The firm serves the financial planning and investment strategy needs of high net worth individuals and family offices. Employees of the firm share a solid work ethic, a drive to innovate within our industry and above all strive for value-creation on behalf of our clients.

Job Description

The primary role is to support the build out of Robertson Stephens’ wealth management platform. We are looking to hire someone with significant expertise using Salesforce, who will be responsible for the deployment, onboarding and ongoing training for our advisors. The person will also be leading the integration of Salesforce into our broader technology platform.


  • Serve as the key Salesforce point of contact across advisors, business development, operations and various functional areas of the firm
  • Collaborate with advisor teams and business development to ensure the accurate loading of data from legacy systems
  • Understand system requirements and identify and resolve configuration issues
  • Ensure data clean-up tasks are performed, specifically after new software deployments
  • Maintain all data templates and other files used in the onboarding process
  • Document and maintain processes and procedures for onboarding, data migration and data-cleanups
  • Lead training for all internal teams on Salesforce to maximize utilization and get full value

Personal Qualities

  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment


  • BA/BS degree
  • 3+ years Salesforce data migration experience
  • 2+ years data analysis experience, preferably with Salesforce and/or other CRM applications
  • Highly proficient with Microsoft Office and using other productivity tools
  • Experience in the wealth management industry and RIA space highly desired
  • Experience onboarding new advisor teams preferred
  • Ability to partner with cross organizational teams and gather customer requirements for end user computing technologies
  • Management and leadership skills with the ability to encourage and build a positive, collaborative work environment


Robertson Stephens Wealth Management, LLC is an equal opportunity employer.  Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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