Experience
7 - 12 yrs
Job Location
Noida, India
Vacancy
1
Designation
Salesforce Technical Architect
Job Type
ONSITE
Job Description
The Salesforce FSC Technical Architect will lead the design and delivery of Salesforce solutions for Asset /Wealth Management client, focusing on advisor led servicing, client relationships, portfolio insights, and digital engagement. The role requires strong expertise in FSC data models, Asset Management processes, integrations, and enterprise scale Salesforce architecture.
Key Responsibilities
Lead end to end technical architecture and solution design for Salesforce Financial Services Cloud implementations focused on Asset/Wealth Management
Translate Asset Management business requirements into scalable, secure, and high performance Salesforce solutions aligned with Salesforce best practices
Architect FSC data models including Person Accounts, Households, Financial Accounts, Assets, Securities, Holdings, and Interaction Summaries
Design and govern Salesforce solutions across FSC, Sales Cloud, Service Cloud.
Enable Asset Management business processes such as AUM summaries, interactions, meeting preparation, portfolio management etc.
Design Low code / no code Salesforce solutions using flows, Omnistudio and other FSC features to meet customer needs
Architect custom solutions using Apex, Lightning Web Components (LWC), Flows, and FSC configurations
Design and review enterprise integrations with portfolio management platforms, market data providers, core banking systems, and data warehouses using REST/SOAP APIs, custom middleware and event based patterns
Define security architecture covering client data privacy, advisor entitlements, and regulatory compliance requirements
Ensure scalability, performance optimization, data volume management, and adherence to Salesforce governor limits
Provide technical leadership, architectural governance, and code/design reviews across delivery teams and vendors
Drive DevOps and release management practices including CI/CD, version control, and deployment strategies
Act as a trusted Technical Architect and advisor for client stakeholders and internal leadership, supporting solutioning, estimations when required
Assist the customer in exploring, defining and implementing Agentic AI use cases using Agentforce as well as 3rd party Agents
Proven AI evangelist for Agentic AI in both business and engineering areas, leveraging Agentforce, GitHub Copilot, Claude Code or similar.
Required Skills & Qualifications
Strong hands on expertise in Salesforce Financial Services Cloud (FSC) and Asset Management domain experience.
Proven experience with FSC data models (Person Accounts, Households, Financial Accounts, Assets, Holdings)
Advanced Salesforce skills: Apex, Lightning Web Components (LWC), Omnistudio, Flows, Sales Cloud and Service Cloud
Strong experience in enterprise integrations using REST/SOAP APIs and middleware (MuleSoft or equivalent)
Solid understanding of Salesforce architecture, performance optimization, data volumes, and platform limits
Experience with security, data privacy, and regulatory requirements in financial services
Certifications (Preferred / Mandatory)
Salesforce Certified Technical Architect (CTA) Preferred
Salesforce Financial Services Cloud Accredited Professional
Salesforce Integration Architecture Designer
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.Key Responsibilities
Lead end to end technical architecture and solution design for Salesforce Financial Services Cloud implementations focused on Asset/Wealth Management
Translate Asset Management business requirements into scalable, secure, and high performance Salesforce solutions aligned with Salesforce best practices
Architect FSC data models including Person Accounts, Households, Financial Accounts, Assets, Securities, Holdings, and Interaction Summaries
Design and govern Salesforce solutions across FSC, Sales Cloud, Service Cloud.
Enable Asset Management business processes such as AUM summaries, interactions, meeting preparation, portfolio management etc.
Design Low code / no code Salesforce solutions using flows, Omnistudio and other FSC features to meet customer needs
Architect custom solutions using Apex, Lightning Web Components (LWC), Flows, and FSC configurations
Design and review enterprise integrations with portfolio management platforms, market data providers, core banking systems, and data warehouses using REST/SOAP APIs, custom middleware and event based patterns
Define security architecture covering client data privacy, advisor entitlements, and regulatory compliance requirements
Ensure scalability, performance optimization, data volume management, and adherence to Salesforce governor limits
Provide technical leadership, architectural governance, and code/design reviews across delivery teams and vendors
Drive DevOps and release management practices including CI/CD, version control, and deployment strategies
Act as a trusted Technical Architect and advisor for client stakeholders and internal leadership, supporting solutioning, estimations when required
Assist the customer in exploring, defining and implementing Agentic AI use cases using Agentforce as well as 3rd party Agents
Proven AI evangelist for Agentic AI in both business and engineering areas, leveraging Agentforce, GitHub Copilot, Claude Code or similar.
Required Skills & Qualifications
Strong hands on expertise in Salesforce Financial Services Cloud (FSC) and Asset Management domain experience.
Proven experience with FSC data models (Person Accounts, Households, Financial Accounts, Assets, Holdings)
Advanced Salesforce skills: Apex, Lightning Web Components (LWC), Omnistudio, Flows, Sales Cloud and Service Cloud
Strong experience in enterprise integrations using REST/SOAP APIs and middleware (MuleSoft or equivalent)
Solid understanding of Salesforce architecture, performance optimization, data volumes, and platform limits
Experience with security, data privacy, and regulatory requirements in financial services
Certifications (Preferred / Mandatory)
Salesforce Certified Technical Architect (CTA) Preferred
Salesforce Financial Services Cloud Accredited Professional
Salesforce Integration Architecture Designer
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