Salesforce Technical Lead - Financial Services Cloud

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)
  
  

• 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