Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.
About the Role We are seeking an experienced Salesforce Solution Architect with strong hands-on expertise in Sales Cloud and Financial Services Cloud (FSC), combined with deep Asset Management industry knowledge. This role is responsible for developing scalable, enterprise-grade Salesforce solutions that improve our distribution, advisor experience, and client engagement capabilities.
You will partner closely with business and technology teams to build our CRM strategy. You will translate complex business needs into actionable architectures. You will guide the implementation of Salesforce practices across the organization. This is an outstanding opportunity to lead our technological evolution and make a significant impact!
Solution Architecture & Delivery - Lead architectural development and solutioning for Salesforce Sales Cloud and FSC initiatives.
- Translate business requirements into scalable, high-quality architecture across data models, integrations, and workflows.
- Serve as the platform authority-ensuring platform governance, performance, and guidelines are consistently followed.
Business Partnership & Domain Leadership - Serve as the Salesforce authority, covering distribution workflows, client & advisor interactions, product structures, and regulatory requirements.
- Engage with multi-functional collaborators (Sales, Client Services, Product, Operations, Compliance) capabilities directly support real-world business processes.
- Provide thought leadership on CRM modernization initiatives and future-state capabilities.
Technical Leadership - Guide development teams on Salesforce configuration, customization (Apex, LWCs, Flows), and integration implementation.
- Coordinate org health, including data quality, environment strategy, and platform security.
- Conduct technical reviews, mentor team members, and ensure alignment to architectural guardrails.
Cross-Functional Collaboration - Collaborate closely with the Salesforce Product Management team, data architects, enterprise architects, and integration teams to ensure Salesforce is aligned with downstream systems (e.g., data warehouses, marketing systems, reporting platforms).
- Support Release Management and DevOps with CI/CD, environment planning, and deployment strategies.
- Convey architectural decisions and trade-offs to Salesforce Product management.
Governance & Best Practices - Define and maintain architecture frameworks, reusable components, and integration patterns.
- Ensure compliance with security, privacy, and regulatory standards relevant to financial services.
- Produce high-quality documentation (architecture diagrams, ERDs, integration flows).
Required Experience & Skills - 7+ years of Salesforce experience, including 3+ years as a Solution Architect.
- Proven practical experience with Sales Cloud and Financial Services Cloud (FSC).
- Proficiency in Apex, Lightning Web Components, Salesforce Flows, and platform configuration.
- Solid understanding of Salesforce data modeling, integration patterns, API frameworks, and enterprise architecture.
- Knowledge of Asset Management workflows is advantageous.
- Institutional and Wealth Intermediary client management.
- Investment product hierarchies (funds, SMAs, vehicles).
Preferred Qualifications - Salesforce Certified: Application Architect or System Architect.
- Accredited Professional in Salesforce's Financial Services Solution.
- Experience connecting Salesforce with tools and platforms frequently used in asset management (e.g., Seismic, Snowflake, Marketo, Data Cloud).
Soft Skills - Superb communication and executive presentation skills.
- Strong analytical problem-solving abilities.
- Ability to influence, negotiate, and drive alignment across diverse teams.
- A proactive approach with strong ownership and accountability.
#LI-Hybrid
Salary Range $120,000.00 - $180,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.
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