Job Description

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 opportu...