
Salesforce Project Lead
2 weeks ago
We're seeking a seasoned project manager to spearhead the implementation of Salesforce initiatives within the wealth management domain. The ideal candidate will possess expertise in strategic planning, stakeholder communication, and team leadership.
Job Responsibilities:
- Develop and execute comprehensive project plans, including RFPs, requirements discovery, design, build, testing, and deployment.
- Collaborate with cross-functional teams to identify business requirements and develop scalable Salesforce solutions.
- Lead hands-on configuration of Salesforce, including flows, reports, dashboards, security, and data model enhancements.
- Ensure seamless system integrations with wealth management platforms, including portfolio management, KYC/AML, document management, e-signature, core banking, and Fintech systems.
- Oversee the full project lifecycle, including migration, data quality initiatives, compliance, and user adoption through training, documentation, and change management.
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