Salesforce Technical Lead (Financial Services Cloud)
TorontoHybrid (4 Days WFO)
8-10 yrs exp
We are seeking a Salesforce Tech Lead with deep expertise in Financial Services Cloud (FSC) to drive solution architecture and delivery for enterprisegrade banking insurance and wealth management programs.
You will own the endtoend technical architecture handson implementation integration design governance and ensure scalable secure and highquality Salesforce solutions across use cases such as:
KYC & Onboarding
Relationship Management
Lending
Claims
Advisors & Households
Omnichannel Customer Service
You will coach a crossfunctional squad (admins developers QA analysts data and integration teams) and act as the primary technical SME for client stakeholders.
Key Responsibilities
1. Architecture & Solution Design
Lead FSC target architecture including:
Data model design (Person Accounts vs. Individual model)
Households Financial Accounts Relationships Referrals
Security model (Role Hierarchy Sharing Rules Territories)
Shield Platform Encryption
Design eventdriven and APIfirst architectures.
Define endtoend integration architecture using:
MuleSoft (APILed) batch near realtime
Platform Events & Change Data Capture (CDC)
Integration with core banking LOS underwriting custodians data warehouses identity systems (SSO / SAML / OAuth / JWT)
Govern data strategy including:
Data Cloud
ETL/ELT
Deduplication & matching
Data quality
Consent management
Archival & retention
Own all nonfunctional requirements (NFRs):
Performance scalability resiliency
Observability (Splunk New Relic)
Multiorg / multigeo strategy
Compliance (OSFI PIPEDA SOC2)
2. Delivery & Technical Leadership
Translate business capabilities (Onboarding KYC Lending Wealth Claims Contact Center) into:
Solution blueprints
User stories
Acceptance criteria
Definition of Ready / Done
Lead development through:
Handson configuration
Apex Flows LWC SOQL
Async patterns
External Services & Named Credentials
Establish DevOps foundations including:
Git branching strategies
CI/CD (Azure DevOps GitHub Actions Bitbucket Pipelines)
Salesforce DX Scratch Orgs Packaging
Enforce engineering quality:
Unit test coverage
Mutation testing
Static code analysis (PMD CodeScan)
Performance testing
Regression automation (Tosca Selenium Cypress)
Manage environment and release strategy:
Sandbox planning
Seed/test data management
Feature toggles
Change control
Coach and mentor developers conduct technical assessments and drive capability uplift.
3. Security Risk & Compliance
Implement and enforce Salesforce security controls:
Salesforce Shield (Event Monitoring Field Audit Trail Encryption)
Transaction Security Policies
MFA Session Security IP Restrictions
Ensure regulatory compliance including:
OSFI
PIPEDA
Records retention
Consent and marketing preferences
Canadian data residency requirements
Partner with InfoSec & Risk teams for:
Threat modeling
Penetration test remediation
4. Stakeholder Management
Act as the technical SME in:
Client workshops
Architecture/design reviews
Steering committees
Create and maintain:
Decision logs & Architectural Decision Records (ADRs)
C4/UML architecture diagrams
Endtoend traceability from requirements to deployment
Drive value realization and alignment with business outcomes.