Principal Consultant - Financial Services Cloud Architect

Role overview

A Principal Consultant-level Salesforce architect role focused on Financial Services Cloud programs for banking, insurance, wealth management, lending, and capital markets clients. The position combines strategic advisory work with hands-on architecture: leading discovery, designing scalable solutions, and overseeing delivery through go-live and optimization. The work spans the broader Salesforce ecosystem, including OmniStudio, Experience Cloud, Data Cloud, and emerging agent-based capabilities. It is a senior, client-facing consulting role.

Responsibilities

- Lead end-to-end solution architecture for Financial Services Cloud implementations and broader digital transformation initiatives.

- Run discovery and design workshops with executive, business, and technical stakeholders to surface objectives, journeys, compliance constraints, and target-state needs.

- Produce scalable solution designs, architecture diagrams, data models, and implementation roadmaps aligned to industry and platform standards.

- Define enterprise data, governance, security, compliance, and data-migration strategies across Salesforce and adjacent systems.

- Provide architectural oversight throughout delivery, including design reviews, configuration guidance, testing strategy, deployment planning, and post-launch optimization.

- Support pre-sales pursuits through estimation, proposals, architecture reviews, and executive presentations.

- Mentor consultants and solution engineers while promoting standards and delivery best practices.

Requirements

- Bachelor's degree in Computer Science, Information Systems, Business, Finance, or a related field.

- 7+ years of Salesforce platform experience, including 3+ years as a Solution Architect, Technical Architect, Lead Consultant, or equivalent.

- Deep expertise in Financial Services Cloud data architecture (households, relationships, financial accounts, referrals, goals, interactions, lifecycle management).

- Experience designing enterprise-scale Salesforce solutions involving multiple clouds, integrations, and complex data migrations.

- Background working with banking, insurance, lending, wealth management, or capital markets organizations.

- Strong grasp of security, compliance, and governance considerations in regulated financial environments.

- Outstanding stakeholder management, communication, and consulting skills, with the ability to translate complex business requirements into scalable solutions.

Nice to have

- Salesforce Financial Services Cloud Accredited Professional or equivalent credentials.

- Salesforce Application Architect, System Architect, or Data Cloud Consultant certifications.

- Familiarity with core banking, policy administration, wealth management, or loan origination platforms.

- Experience leading enterprise data migration and modernization programs.

- Strong understanding of Agile delivery at large program scale.