The Wealth Management Business Architect leverages Salesforce Financial Services Cloud to enhance business value and processes in financial organizations, ensuring alignment with regulatory requirements across multiple financial domains.
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.
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