
Expert Financial Services Solutions Designer
1 week ago
Job Summary:
We are seeking a highly skilled Financial Services Cloud Consultant with expertise in designing, configuring and optimizing Financial Services Cloud solutions for wealth management, banking and financial services.
Key Responsibilities:
- Implement and configure Financial Services Cloud to support business processes.
- Customize and extend FSC functionality using Apex, LWC, Flows, Process Builder and automation tools.
- Collaborate with stakeholders to gather requirements and translate them into FSC solutions.
- Configure client data models, financial accounts, households, relationship mapping within FSC.
- Integrate FSC with core banking, CRM, third-party applications via APIs and middleware.
- Ensure compliance with data security, privacy and regulatory standards.
- Provide ongoing support, enhancements and issue resolution for FSC implementations.
Requirements:
- 6+ years of Salesforce experience with 3+ years specifically in Financial Services Cloud.
- Strong knowledge of FSC data model, action plans, referrals, client lifecycle, relationship management.
- Proficiency in Apex, Lightning Web Components (LWC), SOQL, Flows, automation tools.
- Experience with Salesforce integrations (REST/SOAP APIs, Mulesoft etc.).
- Solid understanding of Salesforce security models, profiles, sharing rules.
- Salesforce FSC Certification or Salesforce Financial Services Cloud Consultant Certification preferred.
- Excellent communication and client-facing skills.
- Immediate availability mandatory.
Nice to Have:
- Experience with Wealth Management, Insurance or Banking domain processes.
- Knowledge of Salesforce DevOps tools (Copado, Gearset, Jenkins).
- Exposure to Agile/Scrum delivery environments.
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