Senior Salesforce Consultant – Wealth Management Implementation
Exp: 7+ Years
Role Overview
We are looking to onboard a seasoned Senior Salesforce Consultant who can spearhead a mission-critical transformation initiative for a leading wealth management client. This role demands a powerhouse professional who brings deep domain acumen across financial services and a proven track record of architecting enterprise-grade Salesforce ecosystems tailored for RIAs, broker-dealers, and wealth advisory firms.
The ideal candidate will operate as a strategic thought partner, driving solution architecture, orchestrating end-to-end delivery, and enabling a future-proof Salesforce landscape aligned with stringent regulatory, compliance, and operational frameworks within the wealth management industry.
Key Responsibilities
- Lead the full-cycle Salesforce implementation for a wealth management client, ensuring scalable, compliant, and high-performance architecture.
- Design and develop enterprise-level Salesforce solutions, including data models, automation frameworks, security architecture, and Financial Services Cloud (FSC) configurations.
- Translate complex wealth management workflows—household structures, advisor-client hierarchies, investment processes—into robust Salesforce capabilities.
- Drive integration strategy with portfolio management platforms, reporting tools, custodial systems, and other upstream/downstream technologies common in the advisory ecosystem.
- Collaborate cross-functionally with consulting teams, business stakeholders, and leadership to gather requirements and operationalize best-practice CRM and data flows.
- Ensure platform stability and adoption, providing ongoing optimization, documentation, governance recommendations, and enablement support.
- Champion compliance-driven design, ensuring alignment with RIA, broker-dealer, and industry regulatory mandates.
Required Experience
- Mandatory: Multiple successful Salesforce implementations specifically for wealth management, RIAs, or broker-dealers.
- Proven expertise with Financial Services Cloud (FSC) or equivalent advisory-focused Salesforce frameworks.
- Hands-on experience architecting complex client, household, and advisor models, with deep familiarity in financial services workflows.
- Strong architecture capabilities spanning data modeling, security design, integration patterns (APIs, middleware, 3rd-party platforms), and automation strategies.
- Exposure to fintech and wealth tech integrations, including PM systems, CRM add-ons, reporting and analytics platforms, custodial data pipelines, etc.
- History of client-facing consulting leadership, with the ability to translate strategic business requirements into scalable technical roadmaps.
- Exceptional documentation, stakeholder management, and solution governance skills.
Success Indicators
- Delivery of a highly scalable, compliant, and maintainable Salesforce environment that accelerates advisor efficiency and client engagement.
- Clear, actionable documentation and architectural recommendations to drive long-term platform sustainability.
- Seamless collaboration with internal teams and end-client stakeholders, ensuring timely adoption and operational uplift.
- Integration landscape optimised for unified data flows and enhanced reporting accuracy.
