We are seeking a Lead Consultant to join our Wealth Management Technology Enablement team. This critical role requires a strategic thinker who combines deep Salesforce expertise with superior analytical capabilities to drive technology solutions that enable our wealth management business. The ideal candidate will serve as a bridge between business strategy and technical execution, translating complex requirements into scalable, innovative solutions.
Key Responsibilities and Duties- Strategic Technology Leadership Partner with wealth management stakeholders to understand business objectives and translate them into effective Salesforce-based technology solutions. Lead the design, implementation, and optimization of platforms that enhance advisor productivity, improve client experiences, and drive operational efficiency. Serve as the subject matter expert on Salesforce capabilities within the wealth management context, staying current on platform innovations and industry best practices.
- Advanced Analytics & Problem Solving Apply rigorous analytical methodologies to evaluate business processes, identify improvement opportunities, and quantify the impact of technology initiatives. Develop data-driven insights that inform strategic decisions and prioritize technology investments. Create sophisticated models and frameworks to assess solution feasibility, ROI, and risk across complex, multi-stakeholder environments.
- Solution Design & Delivery Lead end-to-end solution delivery from requirements gathering through implementation and adoption. Design scalable architectures that integrate Salesforce with existing wealth management systems and workflows. Collaborate with development teams, architects, and vendors to ensure solutions meet functional requirements while adhering to enterprise standards for security, compliance, and performance.
- Stakeholder Management & Influence Build and maintain trusted relationships with senior business leaders, technology partners, and cross-functional teams. Communicate complex technical concepts in accessible business language. Facilitate workshops, present recommendations to leadership, and drive consensus across diverse stakeholder groups with competing priorities.
- Team Development & Knowledge Sharing Mentor team members on Salesforce capabilities, analytical techniques, and consulting best practices. Foster a culture of continuous learning and innovation. Contribute to the development of team standards, methodologies, and reusable assets that accelerate future delivery.
Educational Requirements- University (Degree) Preferred
Work Experience- 5+ Years Required; 7+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level8IC
Required Skills:- 5 or more years of experience in Business Management, Wealth Financial Services, or Project Management.
- 3 or more years of experience with writing functional business requirements.
- 3 or more years of experience with Salesforce.
- Experience working as a liaison between business groups.
Preferred Skills:- Salesforce Platform Administration Certificate or willingness to obtain it within 12 months.
- Experience with Power BI, Tableau, and Excel.
- Experience working with Technology teams.
- User Acceptance Testing experience.
Related Skills
Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Detail-Oriented, Executive Presence, Financial Acumen, Messaging Effectiveness, Prioritizes Effectively, Problem Solving, Project Management, Relationship Management, Strategic Thinking
Anticipated Posting End Date:2026-06-30
Base Pay Range: $95,100/yr - $140,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
