Expert Salesforce Project Manager for Wealth Management

10 hours ago

Davangere, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Overview

We are seeking an experienced Salesforce project manager to lead and manage the implementation of Salesforce projects within the wealth management domain.

The ideal candidate will have a strong understanding of IT project management and Salesforce platform expertise, as well as the ability to drive complex projects forward with excellent stakeholder management.


Key Responsibilities:
  • Lead and manage Salesforce implementation projects (Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud) within the wealth management domain.
  • Work closely with wealth advisors, operations, compliance, and IT teams to gather business requirements and translate them into scalable Salesforce solutions.
  • Provide hands-on configuration of Salesforce (flows, reports, dashboards, security, data model enhancements and customisation) where needed.
  • Oversee system integrations with wealth management platforms (portfolio management, KYC/AML, document management, e-signature, core banking, Fintech systems).
  • Manage full project lifecycle — RFP, requirements discovery, design, build, testing, UAT, deployment, and support.
  • Define and maintain project plans, sprints, budgets, risks, and stakeholder communications.
  • Drive data migration, data quality initiatives, and compliance (KYC, AML, regulatory reporting).
  • Ensure user adoption through training, documentation, and change management initiatives.
  • Coordinate with Salesforce developers, admins, and third-party vendors for successful project execution.

Requirements:
  • Bachelor's/Master's degree in Computer Science, Information Systems, Finance, or related field.
  • 10+ years of experience with expertise in IT project management and Salesforce Platform.
  • Strong domain expertise in Wealth Management / Financial Services (client onboarding, KYC/AML, financial planning, portfolio reporting).
  • Hands-on Salesforce configuration skills (Flows, Validation Rules, Reports, Dashboards, Security, Permission Sets).
  • Hands-on Salesforce customisation skills (Apex, LWC, VF, Aura, Triggers, Batch Processes).
  • Familiarity with Agile/Scrum methodologies; PMP/Agile certifications are a plus.

Preferred Skills:
  • Salesforce Certifications:
    • Salesforce Certified Administrator
    • Salesforce Financial Services Cloud Accredited Professional
    • Salesforce Sales/Service Cloud Consultant

This is a challenging role that requires a skilled professional who can deliver complex Salesforce projects while ensuring high-quality results and excellent stakeholder management.

  • Wealth Management Intern

    6 days ago

    Davangere, Karnataka, India beBeeClientService Full time ₹ 48,00,000 - ₹ 84,00,000

    Job DescriptionWe are seeking a motivated and detail-oriented Client Service Associate to join our team in Chennai. This on-site internship provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.As an intern, you will support various client servicing and operational...

  • Senior Wealth Manager

    10 hours ago

    Davangere, Karnataka, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job OpportunityWe are seeking a skilled and experienced professional to fill a critical role in our Wealth Management division.The ideal candidate will be responsible for developing and providing solutions to clients based on their financial goals and requirements.Conduct regular follow-ups with leads and ensure timely updates on market trends and news...

  • Project Management Expert

    2 days ago

    Davangere, Karnataka, India beBeeProjectManagement Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Project Management ExpertWe are seeking an experienced Project Management Expert to oversee the day-to-day activities of our project team.The ideal candidate will have a strong background in project control, with expertise in managing multiple projects simultaneously, ensuring timely completion, and maintaining quality standards.The successful...

  • Strategic Wealth Management Professional

    4 days ago

    Davangere, Karnataka, India beBeeWealth Full time ₹ 15,75,000 - ₹ 18,16,250

    Job DescriptionAs a dynamic and experienced Wealth Product Specialist, you will be responsible for training, mentoring, and enabling new relationship managers to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required to serve high net worth individuals and institutional clients effectively.The...

  • Salesforce Delivery Manager

    6 days ago

    Davangere, Karnataka, India beBeeDelivery Full time ₹ 75,00,000 - ₹ 1,00,00,000

    Job Title: Salesforce Delivery Manager - Healthcare and Life Sciences">About the Role:">We are seeking an experienced Salesforce delivery manager to lead our healthcare and life sciences team. As a seasoned professional with 15+ years of experience in delivery leadership roles for software development and Salesforce management programs, you will be...

  • Salesforce Marketing Cloud Expert

    2 days ago

    Davangere, Karnataka, India beBeeExpertise Full time ₹ 18,00,000 - ₹ 25,00,000

    Job Title:Salesforce Marketing Cloud ExpertAbout the Role:We are seeking a seasoned Salesforce Marketing Cloud professional with expertise in personalization tools within the Salesforce ecosystem.The ideal candidate will have strong technical development skills in SFMC, coupled with the ability to design and implement personalized, data-driven customer...

  • Wealth Strategy Consultant

    7 days ago

    Davangere, Karnataka, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

    Relationship Manager Job DescriptionThe role of a Relationship Manager involves building and maintaining strong relationships with High Net Worth (HNW) clients, providing high-quality wealth management services, and ensuring that every client receives customized financial strategies aligned with their goals.Key Responsibilities:Establish and maintain strong...

  • Salesforce Implementation Specialist

    7 days ago

    Davangere, Karnataka, India beBeeTechnical Full time ₹ 19,33,000 - ₹ 29,45,000

    Job Summary:A seasoned technical expert is required to lead our Salesforce implementation project, overseeing the technical aspects of the Sales, Service, and Revenue clouds.The ideal candidate will have hands-on experience in Lightning Web Components, Apex, Visualforce, Triggers, SOSL, SOQL, Data loaders, Reports, Dashboards, Workflows, Process Builder,...

  • Strategic Wealth Advisor

    6 days ago

    Davangere, Karnataka, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Role OverviewA private wealth manager develops and implements comprehensive financial strategies for high net worth individuals, retail clients, corporate entities, and financial institutions.The ideal candidate will possess exceptional financial planning and estate planning skills, with a Certified Financial Planner (CFP) designation and investment...

  • Luxury Contract Project Manager

    5 days ago

    Davangere, Karnataka, India beBeeContract Full time ₹ 19,20,000 - ₹ 25,60,000

    Job Overview:We are seeking a skilled Contract Manager to lead our residential luxury villa projects from pre-contract through post-delivery.Key Responsibilities:Develop and implement effective contract management strategies, ensuring seamless execution within defined scope and budget constraints.Project manage initiatives to drive timely delivery, fostering...