
Agentforce Salesforce Administrator - (Remote-United States) at EP Wealth Advisors (Remote)
EP Wealth Advisors· $108k–$128k·
Role details
Job description
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Role Overview
Are you a Salesforce Administrator who thrives on building scalable automations and improving how teams work - and excited to apply emerging AI capabilities in a practical, measurable way? EP Wealth Advisors is seeking a dynamic Agentforce Salesforce Administrator to support our Salesforce AI roadmap. In this role, you will partner on designing, building, testing, and deploying AI Agents using Salesforce Agentforce. You’ll work closely with our Product and Development Team, key process owners, and vendor partners to ensure our Salesforce and extended technology ecosystem supports secure, compliant, and measurable AI-enabled workflows. You will join a team of dynamic, collaborative, and client-focused professionals who are delivering on our core values: Integrity, Entrepreneurial, Inclusion, and Connection.
Key Responsibilities
Partner with product and functional leaders, end users, and vendor teams to design and solution AI use cases and deploy new business processes.
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. 11 Paid Holidays + 2 floating holidays 3 Weeks PTO Paid Volunteer Time Paid Parental Leave Flexible Work Schedule Highly subsidized Health, Dental, and Vision Plans 401k Retirement Account with company match contributions Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance Flexible Spending Accounts and Health Savings Accounts Employee Financial Education Employee Educational Expense Reimbursement Employee Charitable Donations Employee Referral Incentives Employee Team Building Activities Employee Assistance Program
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
Why work at EP Wealth Advisors
- Recognition: Named a USA Today Top Workplace for 2025 — the firm's first time on the list, based on anonymous employee feedback.
- Work-life integration: Hybrid schedules available for certain roles; three weeks of vacation plus paid sick time and 11 paid holidays.
- Benefits package: Subsidized health insurance for employees and families; fully covered mental health plan, EAP, life insurance, and short/long-term disability; 401K with Safe Harbor contribution; paid parental leave; wellness program reimbursement; paid volunteer time (up to 8 PTO hours) and charitable donation matching.
- Culture: Client-first mentality is described as "the very reason the firm exists"; values-driven, relationship-focused environment with shared values as the foundation.
- Career development: Fellowship Program, advisor pairing with large-book mentors, and growth support infrastructure designed to scale with your book of business.
- Security note for applicants: All legitimate recruiting communication comes from @epwealth.com email addresses; the firm never asks for payment or sensitive financial information during recruiting — useful to know when applying.
- Application portal: Open roles are posted via jobs.lever.co/epwealth.