Salesforce Consultant – Wealth Management Implementation

Exp
: 7+ Years

We are looking to onboard a seasoned Senior Salesforce Consultant who can spearhead a mission‑critical transformation initiative for a leading wealth management client. This role demands a powerhouse professional who brings deep domain acumen across financial services and a proven track record of architecting enterprise‑grade Salesforce ecosystems tailored for RIAs, broker‑dealers, and wealth advisory firms.

The ideal candidate will operate as a strategic thought partner, driving solution architecture, orchestrating end‑to‑end delivery, and enabling a future‑proof Salesforce landscape aligned with stringent regulatory, compliance, and operational frameworks within the wealth management industry.

• Lead the full‑cycle Salesforce implementation for a wealth management client, ensuring scalable, compliant, and high‑performance architecture.
• Design and develop enterprise‑level Salesforce solutions, including data models, automation frameworks, security architecture, and Financial Services Cloud (FSC) configurations.
• Translate complex wealth management workflows—household structures, advisor‑client hierarchies, investment processes—into robust Salesforce capabilities.
• Drive integration strategy with portfolio management platforms, reporting tools, custodial systems, and other upstream/downstream technologies common in the advisory ecosystem.
• Collaborate cross‑functionally with consulting teams, business stakeholders, and leadership to gather requirements and operationalize best‑practice CRM and data flows.
• Ensure platform stability and adoption, providing ongoing optimization, documentation, governance recommendations, and enablement support.
• Champion compliance‑driven design, ensuring alignment with RIA, broker‑dealer, and industry regulatory mandates.

• Mandatory: Multiple successful Salesforce implementations specifically for wealth management, RIAs, or broker‑dealers.
• Proven expertise with Financial Services Cloud (FSC) or equivalent advisory‑focused Salesforce frameworks.
• Hands‑on experience architecting complex client, household, and advisor models, with deep familiarity in financial services workflows.
• Strong architecture capabilities spanning data modeling, security design, integration patterns (APIs, middleware, 3rd‑party platforms), and automation strategies.
• Exposure to fintech and wealth tech integrations, including PM systems, CRM add‑ons, reporting and analytics platforms, custodial data pipelines, etc.
• History of client‑facing consulting leadership, with the ability to translate strategic business requirements into scalable technical roadmaps.
• Exceptional documentation, stakeholder management, and solution governance skills.

• Delivery of a highly scalable, compliant, and maintainable Salesforce environment that accelerates advisor efficiency and client engagement.
• Clear, actionable documentation and architectural recommendations to drive long‑term platform sustainability.
• Seamless collaboration with internal teams and end‑client stakeholders, ensuring timely adoption and operational uplift.
• Integration landscape optimised for unified data flows and enhanced reporting accuracy.