The client is looking for the Salesforce technical reference of a Wealth Management CRM modernization program, centered on Financial Services Cloud (360 client view, financial relationship management, onboarding, personalized service). The role spans two registers: technical design and review (application architecture, integrations, critical code review, development standards) and strategic influence (2 to 5 year roadmaps, Salesforce governance, Discovery and Strategy & Assess workshops, work with vice-presidents). The position replaces an existing resource and sits within a team culture focused on meeting deadlines. Mastery of FSC, Sales Cloud and Service Cloud is explicitly named, as is DevOps in a large-scale FSC deployment.
Target candidate: a Salesforce technical lead or technical architect who has designed and delivered at least one large-scale Financial Services Cloud implementation in an institution, with API and event-driven integrations to legacy systems. Still practices code review and standards definition (Apex, LWC, Flow, CI/CD) while presenting architecture recommendations to executive bodies.
Key Requirements:
- Large-scale complex Salesforce implementations in an
institutional context
- Mastery of Financial Services Cloud, Sales Cloud and Service
Cloud
- Salesforce integration in complex business environments, API
integration and distributed architectures
- Salesforce security and sharing model
- DevOps in a large-scale Salesforce FSC deployment
- Structured communication for executive bodies, documenting
and presenting architecture recommendations, working with executives (DP, VP,
PVP)
- Political awareness and understanding of decision-making
mechanisms
Requirements
DESIRED
- Development standards (Flow, LWC, Apex)
- CI/CD (e.g.
GitHub Actions)
- 2 to 5 year CRM roadmaps
- Business workshops in Discovery and Strategy & Assess
phases
ASSET
- Process automation with BPM / BPA solutions (e.g. Pega,
workflows)
Profiles to Exclude:
- Profile listing Sales Cloud or Service Cloud with no
demonstrated Financial Services Cloud project.
- Salesforce developer profile with no demonstrated
responsibility for architecture, standards or team code review.
- Enterprise or business architect profile with no
demonstrated hands-on Salesforce delivery (Apex, LWC, Flow, integrations).
- Salesforce administrator or functional consultant
profile limited to configuration, with no API or event-driven integration
design.
- Profile whose Salesforce implementations are limited
to small organizations, with no large-scale institutional context on the
resume.
- Profile with no demonstrated presentation of
recommendations to leadership bodies
