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Salesforce Architect with Financial Services Cloud

Logicplanet, Inc.United States🇺🇸United StatesPosted 22 Jul 2026

Why This Role Stands Out

Leverage your deep expertise in Salesforce Financial Services Cloud to architect impactful digital transformations for leading financial institutions in this fully remote role. You'll thrive here if you're a seasoned architect eager to design scalable solutions and drive innovation within a dynamic sector, enjoying the flexibility of remote work.

Quick Overview

Work Type
Remote
Level
Mid Senior

Job Description

Role : Salesforce  Architect with Financial Services Cloud
Experience Level: Architect (Typically 15+ years in Salesforce)
Location: Remote
Role Overview
As a Salesforce FSC Architect, you will act as a strategic bridge between complex financial business requirements and scalable technical solutions. You will be responsible for the end-to-end architecture of Salesforce implementations, specifically leveraging Financial Services Cloud (FSC) + Architect Experience to drive digital transformation in banking, wealth management, or insurance sectors.
  • Exposure to Financial Service Cloud Or certified in the same is needed
  • Experienced in BFSI and has implemented FSC with wealth management/Insurance Underwriting  is good to have
  • Develop Apex classes, triggers, and controllers to extend the functionality of Salesforce and integrate with other systems
  • Design and build Lightning components and applications using Salesforce Lightning Framework
  • Create and maintain custom objects, fields, and page layouts to enhance user experience and productivity
  • Conduct thorough testing of Salesforce implementations to ensure quality and adherence to specifications
Key Responsibilities
  • Solution Design & Architecture: Lead discovery workshops to gather requirements and translate them into secure, scalable Salesforce solutions. Design FSC-specific data models, including client/household hierarchies, advisor workspaces, and referral tracking.
  • Service & Support Excellence: Architect Service Cloud functionalities such as Omni-Channel routing, Case Management, and Knowledge Base, ensuring they are optimized for financial service workflows.
  • Integration Leadership: Define integration patterns with core insurance/financial systems and third-party apps using REST/SOAP APIs and middleware like MuleSoft or Informatica.
  • Security & Compliance: Establish identity and access strategies (SSO, MFA) and enforce data privacy policies using Salesforce Shield to meet industry regulations like GDPR or PCI DSS.
  • Technical Governance: Guide development teams on best practices, conduct design reviews, and establish CI/CD pipelines (COPADO+GIT) for robust release management.
Required Skills & Qualifications
  • Platform Expertise: Extensive hands-on experience with Salesforce FSC (Wealth, Banking, or Insurance – preferred) and Service Cloud.
  • Architectural Foundation: Strong understanding of the Salesforce Well-Architected Framework, including multi-tenancy, platform limits, and large data volume (LDV) strategies.
  • Technical Acumen: Proficiency in Apex, LWC, Flow, and identity management protocols (SAML, OAuth).
  • Industry Knowledge: Deep understanding of financial products, customer lifecycle management, and regulatory compliance standards.
Preferred Certifications
  • Financial Services Cloud Accredited Professional
  • Service Cloud Consultant
  • Application Architect or System Architect

Skills

Salesforce

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