Salesforce consultant – wealth management implementation

Exp : 7+ YearsRole OverviewWe 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.Key ResponsibilitiesLead 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.Required ExperienceMandatory: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.Success IndicatorsDelivery 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.