Lead Salesforce Consultant (with SF Financial Services Cloud)

We are seeking aLead Salesforce Consultant with expertise in Salesforce Financial Services Cloud to design and deliver solutions supporting wealth management business processes. This role requires navigating complex stakeholder environments across front-office, advisory, and operations teams, ensuring requirements are translated into scalable Salesforce solutions aligned with regulatory and client-centric outcomes.

Responsibilities

• Lead requirements gathering and analysis with wealth management stakeholders, including advisors, operations, and compliance teams
• Translate business requirements into detailed user stories, process flows, and solution designs aligned to Salesforce FSC best practices
• Collaborate closely with architects and developers to ensure solutions are technically feasible, scalable, and aligned with platform capabilities
• Manage and prioritize the product backlog, ensuring clear traceability from business objectives to delivered functionality
• Facilitate workshops, sprint ceremonies, and stakeholder reviews to drive alignment and transparency
• Identify and navigate technical constraints, propose pragmatic solutions that balance business value and platform limitations
• Support data modeling and integration discussions, particularly around client data, financial accounts, and external systems
• Contribute to discovery and continuous improvement efforts, validate assumptions and refine solutions based on user feedback
• Ensure solutions align with regulatory requirements and industry standards within financial services and wealth management

Requirements

• Proven experience as a Salesforce Technical Business Analyst, with 5+ years of experience and strong knowledge of Salesforce Financial Services Cloud
• Understanding of wealth management processes, including client onboarding, portfolio management, advisory workflows, and regulatory considerations (e.g., KYC, suitability)
• Strong technical acumen across Salesforce data model, automation, integrations, APIs, and declarative vs programmatic solutions
• Advanced skills in requirements elicitation, process mapping, and translating business needs into functional and technical specifications
• Capability to manage complex stakeholder landscapes, balancing priorities across business, compliance, and technology teams
• Experience working in Agile environments, including backlog management, user story definition, and sprint ceremonies
• Excellent communication and conflict resolution skills, with the ability to influence senior stakeholders