Principal Consultant - Financial Services Cloud Architect

The role

This person will lead the design and delivery of transformative Salesforce solutions for financial services organizations. They will serve as a strategic advisor to executive stakeholders and define scalable solution architectures.

What you will do

• Lead end-to-end solution architecture for Financial Services Cloud implementations and digital transformation initiatives.
• Serve as a strategic advisor to client stakeholders.
• Facilitate discovery workshops to understand business objectives and requirements.
• Develop scalable solution designs, architecture diagrams, data models, and implementation roadmaps.
• Architect Financial Services Cloud solutions for onboarding, household management, and client engagement.
• Define enterprise data architecture, governance frameworks, security models, and integration strategies.
• Design solutions that align with regulatory and compliance requirements.
• Lead data migration strategy and planning efforts.
• Provide architectural oversight throughout the project lifecycle.
• Collaborate with technical architects, developers, business analysts, and project managers.

Required qualifications

• Bachelor's degree in Computer Science, Information Systems, Business, Finance, or related field.
• 7+ years of Salesforce platform experience.
• 3+ years serving as a Solution Architect, Technical Architect, Lead Consultant, or equivalent leadership role.
• Deep expertise in Financial Services Cloud and financial services business processes.
• Strong understanding of Financial Services Cloud data architecture.
• Experience designing enterprise-scale Salesforce solutions involving multiple clouds, integrations, and complex data migrations.
• Experience working with banking, insurance, lending, wealth management, capital markets, or other financial services organizations.
• Strong understanding of security, compliance, governance, and regulatory considerations within financial services environments.
• Proven experience developing enterprise data models, security architectures, and integration frameworks.
• Strong understanding of Salesforce platform capabilities including Financial Services Cloud, Flow, OmniStudio, Experience Cloud, and Data Cloud.
• Exceptional communication, presentation, stakeholder management, and consulting skills.
• Ability to translate complex business requirements into scalable technical solutions and strategic roadmaps.

Nice to have

• Salesforce Financial Services Cloud Accredited Professional or equivalent Financial Services Cloud credentials.
• Salesforce Application Architect Certification.
• Salesforce System Architect Certification.
• Salesforce Data Cloud Consultant Certification.
• Experience with core banking systems, policy administration systems, wealth management platforms, loan origination systems, or related financial services technologies.
• Experience leading enterprise data migration and modernization initiatives.
• Experience supporting pre-sales activities, solution estimation, and executive presentations.
• Strong understanding of Agile delivery methodologies and large-scale program execution.

About the company

TELUS Digital Salesforce Practice is seeking an experienced Financial Services Cloud Architect to lead the design and delivery of transformative Salesforce solutions for financial services organizations.