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
Salesforce Financial Services Cloud Expertise
Business Process Management & Optimization (BPM)
Governance, Strategy, and Transformation
Project Delivery and Collaboration
Skills
Salesforce & CRM Skills
Business & Financial Skills
Analytical & Strategic Skills
Delivery, Collaboration & Leadership
Business Architect • Lévis, QC, ca
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