Salesforce Architect

• Partner and continually engage with end users to uncover unmet needs and understand pain points, synthesizing insights into clear opportunities for process improvement or new capabilities 

• Act as a trusted advisor, shaping outcomes through recommendations that improve the day-to-day end user experience while increasing productivity and driving adoption 

• Lead conversations with a business value first mindset, translating complex solution concepts into tailored wealth management end user workflows 

• Partner with Product Owners to shape the backlog by providing solution design feasibility, guide release scope and sequencing to align with business priorities while accounting for dependencies 

• Define clear, implementation-ready requirements and acceptance criteria that accelerate development, and enable consistent high-quality delivery 

• Collaborate with stakeholders across teams to ensure solutions support complete end to end processes that provide business value and an exceptional end user experience 

• Own the end-to-end solution design of scalable, secure, maintainable Salesforce solutions that enable business strategy and a positive end user experience 

• Apply architectural thinking to ensure solutions reduce rework, technical debt and downstream delivery risk 

• Provide hands-on solution guidance through targeted configuration, proof-of-concepts, and solution demonstrations to validate design decisions and de-risk delivery 

• Lead solution delivery, working closely with cross functional team members to guide solution implementation and testing to ensure delivery of consistently high-quality solutions that provide an exceptional end user experience 

• Lead agile execution collaborating with project team members on overcoming roadblocks, establishing an environment for team members to do their best work 

• Ensure standards and best practices are incorporated to accelerate delivery 

• Demonstrated ability to communicate and influence across business and technical audiences, translating complex concepts into clear decisions and outcomes 


• 8+ years as a Salesforce Solution Architect designing scalable, secure solutions in regulated environments 


• Deep implementation based understanding of the Salesforce Platform, including configuration, advanced automation, use of customization, data models, security models 


• Hands on experience delivering solutions on Salesforce, including Financial Services Cloud, Sales, Service, third-party apps 


• Prior experience in Wealth Management 


• Proven track record of continuous learning and leadership 

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For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.  

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.