Deep subject-matter expert on Financial Services Cloud. Owns the functional design of FSC-specific capabilities household and relationship modeling, Action Plans, financial accounts, financial goals, FSC analytics. Partners with the Solution Architect on overall solution design.
Lead FSC-specific functional design household structures, relationship groups, financial accounts, life events, financial goals.
Configure and validate FSC out-of-the-box capabilities; identify where standard FSC fits vs. where customization is needed.
Design Action Plans for advisor workflows (client onboarding, annual reviews, money movement, life events).
Partner with the Business Analyst to translate business workflows into FSC-native patterns rather than custom-built equivalents.
Provide functional guidance to consultants and developers building FSC features.
Conduct FSC training / knowledge transfer for internal client team and other consultants on the project.
Stay current on FSC roadmap and seasonal release implications; advise on which capabilities to adopt.
Review and approve FSC functional design artifacts; conduct functional QA on FSC components.
Required Experience & Skills
Salesforce Certified Administrator AND Salesforce Certified FSC Accredited Professional (or equivalent deep FSC experience).
5+ years of Salesforce experience, with at least 2 years specifically on Financial Services Cloud implementations.
Hands-on experience with the FSC data model Accounts, Contacts, Persons, Households, Relationships, Financial Accounts, Goals.
Experience configuring Action Plans, Record Action layouts, and FSC-specific Lightning components.
Strong understanding of how FSC differs from standard Sales Cloud when to use FSC features vs. build custom.
Effective presenter and workshop facilitator; able to lead functional design sessions with client stakeholders.
Wealth management domain experience (RIA, broker-dealer, private bank, family office).
Familiarity with custodian integrations (Schwab, Fidelity, Pershing, LPL).
Experience with portfolio management platforms (Addepar, Black Diamond, Orion).
Experience integrating FSC with financial planning tools (eMoney, MoneyGuidePro, RightCapital).
Salesforce Industries / OmniStudio familiarity.
Experience with Salesforce Shield in regulated environments.
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