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 and Agentforce ecosystem
Domain
Financial Services / Wealth Management / Salesforce Platform
Required skills
Salesforce platform design, Financial Services Cloud, solution architecture, business requirements analysis, stakeholder management, system integration, testing, process modeling
Preferred skills
Agentforce, RIVA, Marketo, Marketing Cloud, Seismic, Data360, enterprise technology standards, IT project management
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 build modern Wealth Salesforce environment; Establish platform design standards and reusable capabilities; Support integrations across multiple Salesforce products and partners; Evaluate existing processes for modernization; Communicate technical considerations to non-technical stakeholders.
Seniority
Senior, hands-on IC