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The client is looking for the Salesforce technical referenceof a Wealth Management CRM modernization program, centered on FinancialServices Cloud (360 client view, financial relationship management, onboarding,personalized service). The role spans two registers: technical design andreview (application architecture, integrations, critical code review,development standards) and strategic influence (2 to 5 year roadmaps,Salesforce governance, Discovery and Strategy & Assess workshops, work withvice-presidents). The position replaces an existing resource and sits within ateam culture focused on meeting deadlines. Mastery of FSC, Sales Cloud andService Cloud is explicitly named, as is DevOps in a large-scale FSC deployment.

Target candidate: a Salesforce technical lead or technicalarchitect who has designed and delivered at least one large-scale FinancialServices Cloud implementation in an institution, with API and event-drivenintegrations to legacy systems. Still practices code review and standardsdefinition (Apex, LWC, Flow, CI/CD) while presenting architecturerecommendations to executive bodies.

• Large-scale complex Salesforce implementations in aninstitutional context
  
• Mastery of Financial Services Cloud, Sales Cloud and ServiceCloud
  
• Salesforce integration in complex business environments, APIintegration and distributed architectures
  
• Salesforce security and sharing model
  
• DevOps in a large-scale Salesforce FSC deployment
  
• Structured communication for executive bodies, documentingand presenting architecture recommendations, working with executives (DP, VP,PVP)
  
• Political awareness and understanding of decision-makingmechanisms
  

• Development standards (Flow, LWC, Apex)
  
• CI/CD (e.G.GitHub Actions)
  
• 2 to 5 year CRM roadmaps
  
• Business workshops in Discovery and Strategy & Assessphases
  

• Process automation with BPM / BPA solutions (e.G. Pega,workflows)
  

• Profile listing Sales Cloud or Service Cloud with nodemonstrated Financial Services Cloud project.
  
• Salesforce developer profile with no demonstratedresponsibility for architecture, standards or team code review.
  
• Enterprise or business architect profile with nodemonstrated hands-on Salesforce delivery (Apex, LWC, Flow, integrations).
  
• Salesforce administrator or functional consultantprofile limited to configuration, with no API or event-driven integrationdesign.
  
• Profile whose Salesforce implementations are limitedto small organizations, with no large-scale institutional context on theresume.
  
• Profile with no demonstrated presentationofrecommendations to leadership bodies