The Wealth Management Business Architect with expertise in Salesforce Financial Services Cloud is responsible for supporting the digital transformation of financial organizations by leveraging Salesforce FSC as a strategic driver of business value creation.

They act as a functional and strategic reference across financial domains (banking, insurance, wealth management, retirement), ensuring alignment between business processes, regulatory requirements, and Salesforce platform capabilities in complex, large-scale environments.

Key Roles and Responsibilities

Business Transformation and Financial Expertise

Deep understanding of financial services processes:

Wealth management
Financial planning
Banking services

Analyze business and regulatory challenges (KYC, AML, fraud, risk).
Translate these challenges into transformation capabilities and opportunities using Salesforce FSC.
Advise organizations on evolving toward customer-centric operating models.

Salesforce Financial Services Cloud Expertise

Design and optimize solutions based on:

Salesforce Financial Services Cloud
Sales Cloud
Service Cloud

Leverage FSC for:

360° customer view
Financial relationship management
Client onboarding
Personalized customer service

Ensure consistency of Salesforce solutions within complex, integrated IT environments.
Translate business needs into Salesforce requirements.
Align business processes (relationship management, compliance) with FSC capabilities.

Business Process Management & Optimization (BPM)

Map current (as-is) and target (to-be) processes.
Lead initiatives in:

Business process reengineering (BPR, BPO)
Continuous improvement (Six Sigma – Green Belt)

Automate processes using:

Salesforce
BPM/BPA solutions (e.g., Pega, workflows)

Facilitate definition of KPIs with project sponsors.

Governance, Strategy, and Transformation

Develop CRM strategic roadmaps (2 to 5 years).
Ensure alignment between:

Business strategy
Salesforce CRM capabilities
IT architecture

Participate in Salesforce governance (standards, prioritization, key decisions).
Support organizational change management related to CRM transformations.

Project Delivery and Collaboration

Contribute to the delivery of complex Salesforce projects in Agile or iterative mode.
Lead business workshops during project phases:

Discovery
Strategy & Assess

Coordinate the design of Salesforce FSC roadmaps and collaborate with:

Sponsors
Business Analysts
Business Architects
Salesforce Architects
Project Managers

Manage multiple initiatives simultaneously in demanding environments.

Requirements

Skills

Salesforce & CRM Skills

Experience with large-scale, complex Salesforce implementations in institutional environments.
Strong knowledge of:

Financial Services Cloud
Sales Cloud
Service Cloud

Experience integrating Salesforce into complex business environments.

Business & Financial Skills

Financial services expertise (banking, insurance, wealth, financial planning).
Compliance, risk, KYC, AML.
Contact centers and customer service.
Customer-centric operating models.

Analytical & Strategic Skills

Clear, structured communication tailored to executive audiences.
Ability to document and present architectural recommendations.
Political awareness and understanding of decision-making processes.
Ability to work with executives (Director, VP, SVP levels).

Delivery, Collaboration & Leadership

Management and coordination of complex projects.
Experience working with multidisciplinary teams.
Ability to influence without direct authority.