Alithya Group inc.

Salesforce Solution Architecture Advisor - FSC & Wealth Management

Alithya Group inc. • $110K — $130K *
Montreal, QC H1A 0A1In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 6+ years of Salesforce experience with a focus on solution architecture or functional leadership
  • Hands-on experience with Salesforce Financial Services Cloud (FSC)
  • Experience designing Salesforce solutions in Sales and Service Cloud for financial services
  • Familiarity with Agile and Waterfall delivery models
  • Strong understanding of Wealth Management business processes
  • Knowledge of Salesforce security and data access in regulated environments
  • Ability to translate business requirements into functional designs
  • Excellent communication and stakeholder management skills

Responsibilities

  • Lead Salesforce FSC implementations within wealth management
  • Collaborate with business stakeholders to translate requirements into scalable solutions
  • Architect end-to-end FSC solutions focusing on client management and advisor workflows
  • Design Salesforce solutions using FSC data models and best practices
  • Define solution architecture across Sales, Service Cloud, and FSC capabilities
  • Work with technical advisors to ensure designs fit enterprise integration patterns
  • Ensure compliance with wealth management regulations and data security
  • Lead workshops to produce functional designs and guide development teams
  • Support data migration and analytics needs for wealth management operations
  • Provide thought leadership on Salesforce FSC roadmap

Benefits

  • Opportunity to work in a specialized wealth management environment
  • Engagement with various business stakeholders including compliance and leadership
  • Impact on the design and implementation of sustainable financial solutions
  • Collaboration with technical architecture advisors and developers
  • Potential for professional growth in the Salesforce ecosystem
Full Job Description
Keys to your success
  • 6+ years of Salesforce experience with a focus on solution architecture or functional leadership;
  • Hands-on experience implementing Salesforce Financial Services Cloud (FSC);
  • Experience designing Salesforce solutions across Sales Cloud and Service Cloud within financial services;
  • Experience working in Agile and/or Waterfall delivery models;
  • Strong understanding of Wealth Management business processes, such as client and household structures, advisor servicing models, portfolio and relationship tracking, and client onboarding and lifecycle management;
  • Knowledge of Salesforce security and data access models in regulated environments;
  • Strong ability to gather and translate business requirements into functional Salesforce designs;
  • Excellent communication and stakeholder management skills .

Extra edge
  • Salesforce Financial Services Cloud Accredited Professional, Salesforce Certified Administrator, Salesforce Certified Business Analyst, or equivalent Salesforce certifications;
  • Direct experience supporting Wealth Management, Brokerage, or Private Banking organizations;
  • Experience with data integrations involving custodians, portfolio management systems, or reporting platforms and familiarity with regulatory and compliance considerations in financial services.

Language skills
  • French: Proficient
  • English: Proficient

Please note that due to the nature of the responsibilities of the position, a proficient level of English is required , in particular to communicate on a daily basis with employees and managers outside of Quebec .

Your day-to-day
  • Serve as the solution lead for Salesforce FSC implementations within wealth management environments;
  • Partner with business stakeholders, including advisors, operations, compliance, and leadership, to translate business requirements into scalable Salesforce solutions;
  • Architect end-to-end FSC solutions supporting client and household management, financial accounts & AUM tracking, advisor workflows and productivity, and onboarding, servicing, and relationship management;
  • Design Salesforce solutions leveraging FSC data models, standard objects, and industry best practices;
  • Define solution architecture across Sales Cloud, Service Cloud, FSC, and related Salesforce platform capabilities;
  • Collaborate with technical architecture advisors and developers to ensure designs are technically feasible and aligned with enterprise integration patterns;
  • Ensure solutions meet wealth management regulatory, compliance, and data security requirements;
  • Lead solution design workshops, produce functional solution designs, and guide configuration and development teams;
  • Support data migration, reporting, and analytics requirements for wealth management operations;
  • Provide thought leadership on Salesforce FSC roadmap, enhancements, and industry functionality .

About Alithya Group inc.

Alithya Group Inc. provides digital strategy and transformation services. The company offers a range of services, including business strategy, application services, enterprise solutions, and data and analytics. Alithya Group serves clients in a variety of industries, including financial services, healthcare, and energy. The company was founded in 1992 and is headquartered in Montreal, Quebec.
Learn more about Alithya Group inc.
Size
3,000 employees
Market Cap
$189.5 million
Industry
Information Technology
5 Year Trend
+28.2%
* Ladders Estimates

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