Job Title: Salesforce Financial Services Cloud Technical Architect
Experience: 10–15 years (8+ years on Salesforce, 5+ years in Architecture roles)
Role Summary
We are looking for an experienced Salesforce Financial Services Cloud (FSC) Technical Architect to lead the design and delivery of enterprise-scale solutions for Asset / Wealth Management clients. The role focuses on advisor-led servicing, client relationship management, portfolio insights, and digital engagement.
Key Responsibilities
- Lead end-to-end technical architecture and solution design for Salesforce FSC implementations
- Translate Asset Management business requirements into scalable and secure Salesforce solutions
- Design FSC data models including Person Accounts, Households, Financial Accounts, Assets, Securities, and Holdings
- Architect solutions across Financial Services Cloud, Sales Cloud, and Service Cloud
- Enable business processes such as AUM tracking, portfolio management, and client interactions
- Build low-code solutions using Flows, Omnistudio, and FSC features
- Develop custom solutions using Apex and Lightning Web Components (LWC)
- Design and review integrations with portfolio systems, market data platforms, and banking systems using REST/SOAP APIs and middleware
- Define security architecture and ensure compliance with financial services regulations
- Ensure scalability, performance optimization, and data volume management
- Provide technical leadership, design reviews, and architectural governance
- Drive DevOps practices including CI/CD and release management
- Support stakeholders with solutioning and estimations
- Explore and implement Agentic AI use cases using Agentforce and similar tools
Required Skills and Qualifications
- Strong experience in Salesforce Financial Services Cloud (FSC)
- Expertise in FSC data models and Asset/Wealth Management domain
- Hands-on experience with Apex, LWC, Omnistudio, and Flows
- Experience in integrations using REST/SOAP APIs and middleware (MuleSoft or equivalent)
- Strong understanding of Salesforce architecture, performance optimization, and platform limits
- Knowledge of security, data privacy, and compliance in financial services
Certifications (Preferred)
- Salesforce Certified Technical Architect (CTA)
- Salesforce Financial Services Cloud Accredited Professional
- Salesforce Integration Architecture Designer
Job Types: Full-time, Permanent
Pay: ₹618,862.99 - ₹1,214,977.35 per year
Application Question(s):
- Do you have experience using Omnistudio?
Experience:
- Salesforce: 8 years (Preferred)
- Technical Architect role: 5 years (Preferred)
- Salesforce Financial Services Cloud (FSC): 4 years (Required)
Work Location: In person
