Exposure to Salesforce Financial Services Cloud (FSC)
Experience with governance and design reviews
Knowledge of security, data privacy, and compliance in Salesforce environments
Salesforce architect certifications (Application Architect, System Architect, CTA) preferred
Experience in the financial sector, particularly in wealth management
Responsibilities
Design the Salesforce FSC solution for Wealth Management
Make decisions on configuration versus development
Align FSC with other program solutions
Conduct governance and design reviews as needed
Ensure compliance with security and data privacy standards
Benefits
Opportunity to lead a significant Salesforce implementation from the ground up
Engage with a dynamic team focused on wealth management solutions
Potential for professional growth in Salesforce architecture and design
Work in a sector with high demand for Salesforce expertise
Contribute to innovative financial solutions that impact clients directly
Full Job Description
Job Description Mandate Overview:
The role owns the design of the Salesforce FSC solution for the client's Wealth Management, in an implementation with no existing Salesforce platform. The person decides what falls under configuration and development, and aligns FSC with the program's other solutions. Governance and design reviews are preferred. The benchmark is about 8 years of Salesforce experience, not a threshold.
Candidate sought: someone who has personally designed an end-to-end Salesforce solution and owned the design decisions, with real exposure to FSC.
Requirements
Required:
Salesforce solution architecture
FSC exposure, even partial
Preferred:
Governance and design reviews
Security, data privacy and compliance, depending on scope (not weighted)
Asset:
Architect certifications (Application Architect, System Architect, CTA)
Salesforce certification (FSC, Architect or other)
