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
Requirements: - 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
Utilize your Salesforce expertise to deliver scalable solutions while driving digital transformation in Wealth Management.#J-18808-Ljbffr
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
Requirements: - 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
Utilize your Salesforce expertise to deliver scalable solutions while driving digital transformation in Wealth Management.#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Salesforce Architecture Advisor For Wealth Management in Winnipeg, MB vacancy
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-$150K annually depending on experience & credentials... ...in investable assets (or 25M+ net worth). As a CG Wealth Management team, SWP+ is a highly exclusive practice team with one of...SuggestedLong term contractWork at office$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need... ...privately held discretionary investment managers, and help clients achieve their unique financial... ...of investment planning and portfolio management to employees participating in CC&L...SuggestedInternshipFlexible hours- ...network solutions with ISM using routing, switching, and network architecture expertise. Work location is preferably Regina, Saskatchewan, or... ...depends on the successful candidate. As Technical Solutions Manager, also identified as Network Solutions Architect, you will...Suggested
- ...Position Description: As a Security Advisor, you will play a crucial role in safeguarding... ...of networking protocols, systems architecture, and security technologies. Professional... ...Vulnerability coordination Vulnerability management(IAVM) What you can expect from us:...SuggestedFull time
$50k - $100k per year
...Hours: 37.5 Line of Business: TD Wealth Pay Details: $50,000 - $100,000 CAD... ...Description: TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with... ...a dedicated and professional Investment Advisor, while maintaining active participation in...SuggestedWork from home- ...succeed. Whether our customers are looking for managed, cloud, or professional services, they... ...Title: Consultant, ICT Systems Architecture, EPIC, Non-Mgmt Job Status: Regular-Full... ...ROLE ACCOUNTABILITIES Reporting to the Manager, Professional Services, the Consultant is...Full timeWork at officeFlexible hours3 days per week
- ...Desjardins recherche un(e)conseiller(-ère) en architecture d’entreprise pour la Direction principale d’architecture d’entreprise Plateformes technologiques, Données, Analytique et Sécurité. Le poste requiert une solide expérience des plateformes d’infrastructure traditionnelles...Remote workFlexible hours
- ...service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor. What will you do? Proactively engage with clients in the branch and deliver an outstanding service experience...Flexible hours
- ...looking to fill the position of a parts advisor, who will be responsible for scheduling... ...is responsible for ordering, selling and managing stock control on a wide range of vehicle... ...manufacturer’s policies. Notifies the parts manager of out-of-stock items or when shop...Full timeImmediate start
- ...incomberont: Définir une vision architecturale de la cybersécurité pour les solutions et les applications; Promouvoir l’adoption de l’architecture et des principes de cybersécurité de l’organisation; Soutenir la culture d’innovation en identifiant et en testant des solutions...
$45k - $55k per year
...customers across 200+ locations across Canada. Insurance Advisor In this role, you will be part of a team of Commercial Advisors managing a national book of small business accounts. You will report to the Manager, Growth Administration and have the opportunity to offer...Full time- ...team is looking for a collaborative and strategic Communications Advisor to support priority corporate initiatives, campaigns, sponsorships... ...and digital content, campaign materials and content plans Manage reviews, approvals, timelines and communications deliverables across...Work at officeFlexible hours
$16.4 per hour
...Job Description About the Role As a Sales Advisor , you'll be responsible for providing excellent customer service, welcoming & guiding... ...or operational actions to reach sales targets with store management team General Information Fashion & Trend Awareness Keep up...Hourly payFull timeInternshipLocal areaImmediate startFlexible hoursWeekday work$130k per year
...information, please visit . How We Do it: We are on a self-management journey. As we work to move away from the restrictions of... ...experience. About the Role: We are hiring a Principal Engineer, Architecture. This is a senior individual contributor role for someone who...Full timeContract workWork at officeRemote workFlexible hours- ...We are seeking a Senior Construction Advisor or Contract Administrator to join our Winnipeg-based Water team. This is an opportunity for... ...from contract interpretation and field issue resolution to change management, payment review, close-out, and dispute avoidance. Our work...Contract workFor contractors
- ...culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where... ...and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital...
- ...and a "customer-first" approach. We are looking for a leader to manage our front-of-house operations and act as the vital link between our... ...Experience: 5+ years of experience as an Automotive Service Advisor or Manager. Specific knowledge of automotive drivetrains is a significant...Full timeLocal areaMonday to friday
Seven Oaks Transmissions
Winnipeg, MBa month ago - Work must be completed at the physical location. There is no option to work remotely. Work setting - Private sector - Automobile repair services Tasks - Answer inquiries and provide information to customers - Explain the type and cost of services offered - Maintain...Permanent employmentTemporary workRemote work
- ...commercial acumen in a hybrid Toronto role. Lead partnerships supporting brand and business priorities. As Senior Advisor, Brand Sponsorships, you will manage provincial and national sponsorship investments within a complex organization. You will evaluate opportunities,...
- ...As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the... ...interact with our plan sponsors and plan advisors/consultants when speaking to our products... ...chosen us for their insurance, savings, and wealth management. With over $200 billion in...Work at office
- ...annual) Drive revenue growth, market share, and profitability Manage the full sales funnel, from opportunity identification to... ...competitor activity Track and report performance vs. targets using Salesforce & Power Bi Maintain accurate pipeline data for forecasting...SalesforceWork at officeRemote work
- Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. Why this role is important? Why work in a Shoppers Drug Mart store? Each store has an Associate...Part timeFor contractorsLocal areaFlexible hours
$50.64k - $101.28k per year
Job Responsibility: ROLE AND RESPONSIBILITIES The Client Manager is responsible for developing and expanding the company's customers.... ...Record all data relating to prospecting activities daily in the SalesForce/M-Files software Delivery of official documents Prepare...Salesforce- ...Sales Manager - Manitoba & SK This role can be based out of Regina, Saskatoon or Winnipeg. Join Our Team at Convoy – Where Your... ...and maintain data in systems and software (including Excel and Salesforce) to ensure reliable and accurate statistics for reporting purposes...SalesforceLong term contractTemporary workFor contractors
- Kognitive Sales Solutions is growing its in-store sales team and we are looking for driven, personable individuals who thrive in a retail environment. In this role you will work inside a major Canadian retailer, meeting customers where they shop and helping them discover ...Hourly payPermanent employmentFull timePart timeFlexible hours
$70k - $95k per year
...Calgary, Alberta Salary: $70,000–$95,000 + Bonus & Benefits | Full-Time Architecture Calgary, Alberta Salary: $70,000–$95,000 + Bonus & Benefits | Full-Time Other Titles: Marketing Manager, Senior Marketing Manager, Proposal Manager, Marketing & Communications...Full timeWork at office- ...Develop and execute a risk-based audit plan for US Model Risk Management Through in-depth understanding of the business including changes... ...relationship with business stakeholders to become a trusted advisor. Evidence of having validated and/or developed any of the following...Long term contractFull timeFlexible hours
$84k - $94k per year
...looking for At Cosentino () we are looking for an Operations Manager located in Winnipeg, MB , who will have the opportunity to... ...innovative and sustainable spaces. We are the world-leading producer of architectural and decorative surfaces. Our products are designed to provide...Long term contractFull timeTemporary work$124.9k - $167.8k per year
...dynamic natural landscapes - WSP is seeking a Wildlife Group Manager to lead our Prairies & North Wildlife team, part of the... ...shape communities to advance humanity. The brightest engineers, advisors and scientists from across the globe call WSP home. Proudly...Local areaFlexible hours$95k - $105k per year
...Quality Assurance Manager Winnipeg, MB | Full-Time | Permanent | $95,000 – $105,000 per year About the Opportunity Staffmax... .... You'll report to the general manager and act as a key quality advisor across the business. What You'll Be Doing Leading,...Permanent employmentFull timeCasual workWork at officeNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Salesforce Architecture Advisor For Wealth Management. Be the first to apply!
Related searches
- business systems consultant Winnipeg, MB
- small business associate Winnipeg, MB
- document management consultant Winnipeg, MB
- risk management consultant Winnipeg, MB
- change management consultant Winnipeg, MB
- small business advisor Winnipeg, MB
- junior business consultant Winnipeg, MB
- senior business consultant Winnipeg, MB
- business continuity specialist Winnipeg, MB
- emergency management consultant Winnipeg, MB