Role : Salesforce Financial Services Cloud (FSC) Architect

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

Salesforce Financial Services Cloud (FSC) Architect

Quick Overview

Job Description

Skills

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