Business Architect

The Wealth Management Business Architect with expertise in Salesforce Financial Services Cloud is responsible for supporting the digital transformation of financial organizations by leveraging Salesforce FSC as a strategic driver of business value creation.

They act as a functional and strategic reference across financial domains (banking, insurance, wealth management, retirement), ensuring alignment between business processes, regulatory requirements, and Salesforce platform capabilities in complex, large-scale environments.

Key Roles and Responsibilities

Business Transformation and Financial Expertise

• Deep understanding of financial services processes:
  
  • Wealth management
    
  • Financial planning
    
  • Banking services
    
• Analyze business and regulatory challenges (KYC, AML, fraud, risk).
  
• Translate these challenges into transformation capabilities and opportunities using Salesforce FSC.
  
• Advise organizations on evolving toward customer-centric operating models.
  

Salesforce Financial Services Cloud Expertise

• Design and optimize solutions based on:
  
  • Salesforce Financial Services Cloud
    
  • Sales Cloud
    
  • Service Cloud
    
• Leverage FSC for:
  
  • 360° customer view
    
  • Financial relationship management
    
  • Client onboarding
    
  • Personalized customer service
    
• Ensure consistency of Salesforce solutions within complex, integrated IT environments.
  
• Translate business needs into Salesforce requirements.
  
• Align business processes (relationship management, compliance) with FSC capabilities.
  

Business Process Management & Optimization (BPM)

• Map current (as-is) and target (to-be) processes.
  
• Lead initiatives in:
  
  • Business process reengineering (BPR, BPO)
    
  • Continuous improvement (Six Sigma – Green Belt)
    
• Automate processes using:
  
  • Salesforce
    
  • BPM/BPA solutions (e.g., Pega, workflows)
    
• Facilitate definition of KPIs with project sponsors.
  

Governance, Strategy, and Transformation

• Develop CRM strategic roadmaps (2 to 5 years).
  
• Ensure alignment between:
  
  • Business strategy
    
  • Salesforce CRM capabilities
    
  • IT architecture
    
• Participate in Salesforce governance (standards, prioritization, key decisions).
  
• Support organizational change management related to CRM transformations.
  

Project Delivery and Collaboration

• Contribute to the delivery of complex Salesforce projects in Agile or iterative mode.
  
• Lead business workshops during project phases:
  
  • Discovery
    
  • Strategy & Assess
    
• Coordinate the design of Salesforce FSC roadmaps and collaborate with:
  
  • Sponsors
    
  • Business Analysts
    
  • Business Architects
    
  • Salesforce Architects
    
  • Project Managers
    
• Manage multiple initiatives simultaneously in demanding environments.
  

Requirements

Skills

Salesforce & CRM Skills

• Experience with large-scale, complex Salesforce implementations in institutional environments.
  
• Strong knowledge of:
  
  • Financial Services Cloud
    
  • Sales Cloud
    
  • Service Cloud
    
• Experience integrating Salesforce into complex business environments.
  

Business & Financial Skills

• Financial services expertise (banking, insurance, wealth, financial planning).
  
• Compliance, risk, KYC, AML.
  
• Contact centers and customer service.
  
• Customer-centric operating models.
  

Analytical & Strategic Skills

• Clear, structured communication tailored to executive audiences.
  
• Ability to document and present architectural recommendations.
  
• Political awareness and understanding of decision-making processes.
  
• Ability to work with executives (Director, VP, SVP levels).
  

Delivery, Collaboration & Leadership

• Management and coordination of complex projects.
  
• Experience working with multidisciplinary teams.
  
• Ability to influence without direct authority.