About the role
For our market-leading client, we are seeking a certified Financial Services Cloud Specialist (Consultant or Architect) with deep expertise in designing and delivering Wealth and Asset Management solutions on the Salesforce platform.
In this dual role as a strategic advisor and solution designer, you will translate complex financial services requirements into scalable, high-impact Salesforce solutions, with a primary focus on Financial Services Cloud.
Our expectations
- Salesforce Financial Services Cloud Accredited Professional (Consultant or Architect level preferred)
- Deep understanding of the Salesforce architecture and ecosystem, backed by approximately 5 years of experience
- Proven track record in designing customer-facing Salesforce solutions
- Strong experience in Wealth and/or Asset Management projects
- Strong client-facing and communication skills
- Ability to bridge business requirements with technical design
- Good command of English (B2/C1 level).
Nice to have
- Additional Salesforce Architect certifications (System, Application, or Domain Architect)
- Experience in large-scale enterprise Salesforce implementations
- Strong background in regulated financial services environments
Main responsibilities
- Design end-to-end Salesforce solutions within Financial Services Cloud
- Translate Wealth & Asset Management business requirements into scalable architecture
- Act as a trusted advisor in client-facing discussions
- Define solution architecture and integration approaches
- Ensure best practices in Salesforce design, security, and data modelling
- Collaborate with technical teams to guide implementation
- Support pre-sales and discovery workshops where required
