Overview
Hybrid
$60,000 - $80,000
Contract - W2
Skills
Financial Services Cloud
Wealth Management
Job Details
8+ years of Salesforce experience, including 3+ years with Financial Services Cloud.
Proven experience in wealth management, insurance, and sales distribution domains. Understanding of Salesforce architecture, data modeling, security, and integration patterns.
Proficiency in Apex, Lightning Web Components, Flows, and OmniStudio.
Experience with Salesforce Shield, Einstein Analytics, and Informatica Intelligent Data Management Cloud is a plus.
Salesforce certifications such as Certified Application Architect, System Architect, or FSC Accredited Professional.
Excellent communication and stakeholder engagement skills.
Proven experience in wealth management, insurance, and sales distribution domains. Understanding of Salesforce architecture, data modeling, security, and integration patterns.
Proficiency in Apex, Lightning Web Components, Flows, and OmniStudio.
Experience with Salesforce Shield, Einstein Analytics, and Informatica Intelligent Data Management Cloud is a plus.
Salesforce certifications such as Certified Application Architect, System Architect, or FSC Accredited Professional.
Excellent communication and stakeholder engagement skills.
Plus:
Experience with advisor platforms, CRM, policy administration systems, and distribution enablement tools.
Familiarity with compliance frameworks and data privacy regulations. Background in enterprise architecture or solution architecture within financial services firms.
Agile delivery experience and familiarity with DevOps tools (e.g. Copado) and CI/CD pipelines.
Experience with advisor platforms, CRM, policy administration systems, and distribution enablement tools.
Familiarity with compliance frameworks and data privacy regulations. Background in enterprise architecture or solution architecture within financial services firms.
Agile delivery experience and familiarity with DevOps tools (e.g. Copado) and CI/CD pipelines.
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