Tier4 Group
Overview
We are seeking an experienced
Salesforce Architect
to drive the design and deployment of enterprise-scale Salesforce solutions within the financial services sector. This position demands deep expertise in
Financial Services Cloud (FSC)
and a strong grasp of wealth management, insurance, and distribution business models. The successful candidate will combine strategic vision with hands-on technical skills, serving as both an advisor to business stakeholders and a leader for delivery teams. Responsibilities
Design and deliver scalable Salesforce solutions leveraging FSC for wealth management, insurance, and sales distribution use cases. Define and manage the Salesforce roadmap, ensuring alignment with organizational objectives and enterprise architecture standards. Partner with stakeholders across business units—including sales, operations, compliance, and IT—to capture requirements and translate them into actionable designs. Enhance and streamline client lifecycle processes such as onboarding, relationship management, policy servicing, and advisor enablement. Lead integrations between Salesforce and financial systems, data platforms, and third-party tools via APIs and middleware. Uphold platform security, data governance, and compliance standards (FINRA, SEC, NAIC, etc.). Provide technical guidance to development teams, review code, and promote adherence to best practices. Monitor Salesforce updates and innovations, recommending improvements to maximize value. Required Background
8+ years of Salesforce experience, with at least 3 years focused on FSC. Demonstrated expertise in wealth management, insurance, and distribution environments. Strong foundation in Salesforce architecture, security, data modeling, and integration patterns. Skilled in Apex, Lightning Web Components, Flows, and OmniStudio. Familiarity with Salesforce Shield, Einstein Analytics, or Informatica Intelligent Data Management Cloud a plus. Excellent communication skills and ability to engage effectively with stakeholders. Preferred Experience
Knowledge of advisor platforms, CRM, policy administration systems, and distribution enablement tools. Understanding of compliance frameworks and data privacy requirements. Experience in enterprise or solution architecture within financial services. Agile delivery exposure with knowledge of DevOps and CI/CD pipelines (e.g., Copado). Seniority level
Mid-Senior level Employment type
Full-time Job function
Information Technology Industries
IT Services and IT Consulting
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We are seeking an experienced
Salesforce Architect
to drive the design and deployment of enterprise-scale Salesforce solutions within the financial services sector. This position demands deep expertise in
Financial Services Cloud (FSC)
and a strong grasp of wealth management, insurance, and distribution business models. The successful candidate will combine strategic vision with hands-on technical skills, serving as both an advisor to business stakeholders and a leader for delivery teams. Responsibilities
Design and deliver scalable Salesforce solutions leveraging FSC for wealth management, insurance, and sales distribution use cases. Define and manage the Salesforce roadmap, ensuring alignment with organizational objectives and enterprise architecture standards. Partner with stakeholders across business units—including sales, operations, compliance, and IT—to capture requirements and translate them into actionable designs. Enhance and streamline client lifecycle processes such as onboarding, relationship management, policy servicing, and advisor enablement. Lead integrations between Salesforce and financial systems, data platforms, and third-party tools via APIs and middleware. Uphold platform security, data governance, and compliance standards (FINRA, SEC, NAIC, etc.). Provide technical guidance to development teams, review code, and promote adherence to best practices. Monitor Salesforce updates and innovations, recommending improvements to maximize value. Required Background
8+ years of Salesforce experience, with at least 3 years focused on FSC. Demonstrated expertise in wealth management, insurance, and distribution environments. Strong foundation in Salesforce architecture, security, data modeling, and integration patterns. Skilled in Apex, Lightning Web Components, Flows, and OmniStudio. Familiarity with Salesforce Shield, Einstein Analytics, or Informatica Intelligent Data Management Cloud a plus. Excellent communication skills and ability to engage effectively with stakeholders. Preferred Experience
Knowledge of advisor platforms, CRM, policy administration systems, and distribution enablement tools. Understanding of compliance frameworks and data privacy requirements. Experience in enterprise or solution architecture within financial services. Agile delivery exposure with knowledge of DevOps and CI/CD pipelines (e.g., Copado). Seniority level
Mid-Senior level Employment type
Full-time Job function
Information Technology Industries
IT Services and IT Consulting
#J-18808-Ljbffr