Salesforce Financial Services Lead

Maarut

Modernize wealth management CRM with Financial Services Cloud, API integrations, and executive-facing architecture leadership in Montreal, Quebec.As Salesforce technical lead, you will serve as the technical reference for a Financial Services Cloud modernization program. The work spans 360 client views, financial relationship management, onboarding, and personalized service. You will connect delivery standards with governance, strategic roadmaps, and leadership communication.Key Responsibilities:
Guide Financial Services Cloud technical design and reviewsSupport client-view and relationship-management modernizationDefine standards across Apex, LWC, and FlowContribute to governance and strategic CRM roadmapsDocument and present recommendations to vice-presidentsRequirements:
Technical lead or architect Salesforce backgroundDelivered large-scale institutional FSC implementationComplex API and event-driven integration experienceSalesforce security and sharing model expertiseExecutive communication and political awarenessApply Financial Services Cloud, integration, development standards, and governance expertise to wealth management CRM modernization.
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