Wealth Salesforce Designer
Core
Design and modernize the Wealth Salesforce ecosystem, translating complex business needs into scalable platform solutions for wealth management and banking.
Role type
Senior Business Systems Consultant (Salesforce Solution Architect)
Builds
Scalable, reusable solutions for the Wealth Salesforce environment leveraging Financial Services Cloud and integrations.
Domain
Financial Services / Wealth Management / Salesforce Platform
Required skills
Salesforce platform design, Financial Services Cloud, solution architecture, business requirements analysis, stakeholder management, system testing, process modeling, security and compliance design, integration design.
Preferred skills
Agentforce, RIVA, Marketo, Marketing Cloud, Seismic, Data360, enterprise technology standards, IT project management, wealth management domain knowledge.
Technologies
Salesforce, Financial Services Cloud, Agentforce, RIVA, Marketo, Marketing Cloud, Seismic, Data360
Responsibilities
Partner with business leaders and technology teams to translate needs into platform solutions; Design and support capabilities across the Wealth Salesforce ecosystem; Establish and evolve platform design standards; Ensure solutions meet security, scalability, and compliance requirements; Evaluate existing processes and identify modernization opportunities; Support testing and implementation of complex projects.
Seniority
Senior, hands-on IC