Lead Salesforce Consultant (with SF Financial Services Cloud)

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.

• 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

• 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