Quick Overview
Job Description
Description
Position Overview
We are seeking a Junior Developer (Backend or Full-Stack) to support our expanding technology team. This role is ideal for a developer who is eager to grow within a high-performing organization. You will contribute to building and automating solutions that enhance our Salesforce environment, streamline operations, and improve the experience for both advisors and internal teams.
Key Responsibilities
Develop, test, and deploy automated workflows and scripts to enhance operational efficiency. Assist with customizations and integration within Salesforce, supporting key business processes such as client onboarding, transitions, and data flows. Work collaboratively with cross-functional teams including Transitions, Base Camp (Operations), and Practice Synergies (Business Consultants) to implement technology solutions that align with business goals. Maintain clean, efficient, and well-documented code and workflows.
Support system upgrades, testing initiatives, and the rollout of new features. Troubleshoot technical issues and contribute to root cause analysis and continuous improvement efforts. Qualifications
Bachelor's degree in Computer Science, Information Systems, or a related field (or equivalent work experience). One or more years of experience in software or workflow development. Proficiency with automation tools and languages such as JavaScript, Python, Apex, or SQL. Exposure to Salesforce and familiarity with Lightning Components, Flows, or Process Builder.
Understanding of data structures, APIs, and basic integration concepts. Ability to communicate technical concepts clearly to non-technical stakeholders. Passion for solving problems and improving the user experience.
Preferred Qualifications
Experience in the financial services or wealth management industry. Familiarity with Practifi, Black Diamond, or similar platforms. Exposure to workflow platforms like Zapier, Power Automate, Mulesoft, or other RPA tools. Job Type / Salary
Full-time, Exempt
$70,000-$80,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities
Location / Schedule
This position will work from our Tampa, FL home office. Working hours are 9am-5pm Monday-Friday with the option to work remotely on Fridays.
Occasional evening/weekend hours may be requested. No travel for this position is required. Benefits
401(k) matching
Equity
Dental Insurance
Disability insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance
About Concurrent Investment Advisors
Concurrent Investment Advisors is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms.
By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field. Headquartered in Tampa, Concurrent was founded in 2016 and currently supports over 129 advisors in 49 offices with $10 billion in assets under management (AUM) and more than $13 billion under advisement.
Company Values
We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product
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