The Wealth Management Business Architect with expertise in
Salesforce Financial Services Cloud is responsible for supporting the digital
transformation of financial organizations by leveraging Salesforce FSC as a
strategic driver of business value creation.

They act as a functional and strategic reference across
financial domains (banking, insurance, wealth management, retirement), ensuring
alignment between business processes, regulatory requirements, and Salesforce
platform capabilities in complex, large-scale environments.

Key Roles and Responsibilities

Business Transformation and Financial Expertise

• 
  Deep
  understanding of financial services processes:

• 
  Wealth
  management
• 
  Financial
  planning
• 
  Banking
  services

• 
  Analyze
  business and regulatory challenges (KYC, AML, fraud, risk).
• 
  Translate
  these challenges into transformation capabilities and opportunities using
  Salesforce FSC.
• 
  Advise
  organizations on evolving toward customer-centric operating models.

Salesforce Financial Services Cloud Expertise

• 
  Design
  and optimize solutions based on:

• 
  Salesforce
  Financial Services Cloud
• 
  Sales
  Cloud
• 
  Service
  Cloud

• 
  Leverage
  FSC for:

• 
  360°
  customer view
• 
  Financial
  relationship management
• 
  Client
  onboarding
• 
  Personalized
  customer service

• 
  Ensure
  consistency of Salesforce solutions within complex, integrated IT
  environments.
• 
  Translate
  business needs into Salesforce requirements.
• 
  Align
  business processes (relationship management, compliance) with FSC
  capabilities.

Business Process Management & Optimization (BPM)

• 
  Map
  current (as-is) and target (to-be) processes.
• 
  Lead
  initiatives in:

• 
  Business
  process reengineering (BPR, BPO)
• 
  Continuous
  improvement (Six Sigma – Green Belt)

• 
  Automate
  processes using:

• 
  Salesforce
• 
  BPM/BPA
  solutions (e.g., Pega, workflows)

• 
  Facilitate
  definition of KPIs with project sponsors.

Governance, Strategy, and Transformation

• 
  Develop
  CRM strategic roadmaps (2 to 5 years).
• 
  Ensure
  alignment between:

• 
  Business
  strategy
• 
  Salesforce
  CRM capabilities
• 
  IT
  architecture

• 
  Participate
  in Salesforce governance (standards, prioritization, key decisions).
• 
  Support
  organizational change management related to CRM transformations.

Project Delivery and Collaboration

• 
  Contribute
  to the delivery of complex Salesforce projects in Agile or iterative mode.
• 
  Lead
  business workshops during project phases:

• 
  Discovery
• 
  Strategy
  & Assess

• 
  Coordinate
  the design of Salesforce FSC roadmaps and collaborate with:

• 
  Sponsors
• 
  Business
  Analysts
• 
  Business
  Architects
• 
  Salesforce
  Architects
• 
  Project
  Managers

• 
  Manage
  multiple initiatives simultaneously in demanding environments.

Requirements

Skills

Salesforce & CRM Skills

• 
  Experience
  with large-scale, complex Salesforce implementations in institutional
  environments.
• 
  Strong
  knowledge of:

• 
  Financial
  Services Cloud
• 
  Sales
  Cloud
• 
  Service
  Cloud

• 
  Experience
  integrating Salesforce into complex business environments.

Business & Financial Skills

• 
  Financial
  services expertise (banking, insurance, wealth, financial planning).
• 
  Compliance,
  risk, KYC, AML.
• 
  Contact
  centers and customer service.
• 
  Customer-centric
  operating models.

Analytical & Strategic Skills

• 
  Clear,
  structured communication tailored to executive audiences.
• 
  Ability
  to document and present architectural recommendations.
• 
  Political
  awareness and understanding of decision-making processes.
• 
  Ability
  to work with executives (Director, VP, SVP levels).

Delivery, Collaboration & Leadership

• 
  Management
  and coordination of complex projects.
• 
  Experience
  working with multidisciplinary teams.
• 
  Ability
  to influence without direct authority.