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Principal Consultant - Financial Services Cloud Architect

Full-time2026-10-07 → 2026-10-08

Core

Lead design and delivery of transformative Salesforce Financial Services Cloud solutions for banking, insurance, and wealth management organizations.

Role type

Principal Consultant / Senior Solution Architect

Builds

Enterprise-scale Salesforce transformations, data migrations, and digital transformation initiatives for financial services clients.

Domain

Financial Services / Cloud Architecture

Required skills

Financial Services Cloud expertise, enterprise solution architecture, data modeling, integration strategy, security & compliance, stakeholder management, pre-sales consulting, team mentorship

Preferred skills

Salesforce Financial Services Cloud Accredited Professional, Application Architect Certification, System Architect Certification, Data Cloud Consultant Certification, core banking systems experience

Technologies

Salesforce Financial Services Cloud, Flow, OmniStudio, Experience Cloud, Data Cloud, Agentforce

Responsibilities

Lead end-to-end solution architecture for Financial Services Cloud implementations; Serve as strategic advisor to executive stakeholders; Facilitate discovery workshops to understand business objectives and compliance needs; Develop scalable solution designs, architecture diagrams, and implementation roadmaps; Architect solutions supporting client onboarding, household management, and relationship management; Define enterprise data architecture, governance frameworks, and integration strategies; Lead data migration strategy from legacy platforms; Provide architectural oversight throughout the project lifecycle; Mentor consultants and promote architectural standards; Support pre-sales activities including solution estimation and executive presentations.