Salesforce Financial Services Cloud – Technical Architect

Resource Bazaar Technologies

Salesforce Financial Services Cloud – Technical Architect (Asset/Wealth Management)

10–15 Years

(8+ years in Salesforce and 5+ years in Architecture roles)

Bengaluru, Pune, Hyderabad, Chennai, Mysore, Chandigarh

Hybrid Model – 3 Days Work From Office

Up to 1.40 Lakh Per Month

Full-time

We are looking for an experienced Salesforce FSC Technical Architect to lead enterprise-scale Salesforce Financial Services Cloud implementations for Asset and Wealth Management clients. The ideal candidate should have strong expertise in Salesforce FSC data models, enterprise integrations, architecture governance, and advisor-led digital transformation initiatives.

This role involves designing scalable, secure, and high-performance Salesforce solutions aligned with industry best practices and financial services compliance standards.

• Lead end-to-end technical architecture and solution design for Salesforce Financial Services Cloud implementations
• 
  Translate Asset Management business requirements into scalable Salesforce solutions
• Architect FSC data models including Person Accounts, Households, Financial Accounts, Assets, Securities, Holdings, and Interaction Summaries
• Design and govern solutions across FSC, Sales Cloud, and Service Cloud
• Enable advisor servicing, portfolio insights, meeting preparation, AUM summaries, and digital engagement workflows
• Build low-code and no-code solutions using Flows, Omnistudio, and FSC features
• Architect custom solutions using Apex, Lightning Web Components (LWC), and Salesforce configurations
• Design enterprise integrations with portfolio management platforms, banking systems, market data providers, and data warehouses using REST/SOAP APIs and middleware
• Define security architecture, advisor entitlements, and regulatory compliance controls
• Drive performance optimization, scalability, and data volume management
• Lead architectural governance, technical reviews, and delivery oversight
• Support DevOps, CI/CD, deployment strategies, and release management
• Partner with stakeholders for solutioning and estimations
• Explore and implement Agentic AI use cases using Agentforce and third-party AI tools
• Promote AI adoption across business and engineering teams using tools like GitHub Copilot, Claude Code, and Agentforce

Looking to get Placed? Try our Placement Guarantee Plan

Get Hired
• Strong hands-on experience with Salesforce Financial Services Cloud (FSC)
• Asset / Wealth Management domain expertise
• Experience with FSC data models including Person Accounts, Households, Financial Accounts, Assets, and Holdings
• Expertise in Apex, LWC, Omnistudio, Flows, Sales Cloud, and Service Cloud
• Strong experience with REST/SOAP APIs and middleware tools like MuleSoft
• Deep understanding of Salesforce architecture, governor limits, scalability, and performance optimization
• Experience with financial services security, compliance, and data privacy standards

• Salesforce Certified Technical Architect (CTA) – Preferred
• Salesforce Financial Services Cloud Accredited Professional
• Salesforce Integration Architecture Designer

Send your updated CV to:

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