Lead Salesforce Consultant (with SF Financial Services Could)

We are seeking a Lead 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