Salesforce Architecture Advisor for Wealth Management
Alithya
Join Alithya as a Salesforce Solution Architecture Advisor specializing in Financial Services Cloud. Lead impactful Salesforce implementations for Wealth Management organizations while ensuring compliance and security across platforms. In this full-time role, you will leverage your Salesforce expertise to bridge business strategy and technical execution effectively. Your deep understanding of Wealth Management processes will allow you to architect end-to-end solutions that meet client and regulatory needs. Additionally, you will partner with business stakeholders to translate their requirements into robust Salesforce solutions that enhance productivity. Key Responsibilities:
- Lead Salesforce FSC implementations within wealth management environments
- Partner with stakeholders to translate business requirements
- Design solutions supporting client management and advisor workflows
- Ensure compliance with regulatory and data security standards
- Guide teams in functional designs and system configurations
- 6+ years of Salesforce experience focused on solution architecture
- Familiarity with Sales Cloud and Service Cloud in finance
- Strong knowledge of Wealth Management processes
- Excellent communication and stakeholder management skills
- Relevant Salesforce certifications preferred
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