Lead Salesforce Consultant (with SF Financial Services Cloud)

Responsibilities

• Lead requirements gathering and analysis with wealth management stakeholders, including advisors, operations, and compliance teams
• Translate business requirements into detailed user stories, process flows, and solution designs aligned to Salesforce FSC best practices
• Collaborate closely with architects and developers to ensure solutions are technically feasible, scalable, and aligned with platform capabilities
• Manage and prioritize the product backlog, ensuring clear traceability from business objectives to delivered functionality
• Facilitate workshops, sprint ceremonies, and stakeholder reviews to drive alignment and transparency
• Identify and navigate technical constraints, propose pragmatic solutions that balance business value and platform limitations
• Support data modeling and integration discussions, particularly around client data, financial accounts, and external systems
• Contribute to discovery and continuous improvement efforts, validate assumptions and refine solutions based on user feedback
• Ensure solutions align with regulatory requirements and industry standards within financial services and wealth management

Languages