Principal Consultant - Financial Services Cloud Architect
Principal Consultant at TELUS Digital's Salesforce Practice, acting as the lead Financial Services Cloud architect for banking, insurance, and wealth clients — running discovery workshops, designing data/security/integration architecture, and steering enterprise Salesforce transformations. Core stack: Salesforce FSC, Flow, OmniStudio, Experience Cloud, Data Cloud, Agentforce.
- Compensation
- $100K–$190K / yr
- Location
- Remote, US
- Work setup
- Remote
- Seniority
- Principal
- Employment
- Not specified
- Experience
- 3+ years
- Category
- Architecture
- Posted
Skills
Must have
- Bachelor's degree in Computer Science, Information Systems, Business, Finance, or related field
- 7+ years of Salesforce platform experience
- 3+ years as 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 (households, relationships, financial accounts, referrals, goals, interactions)
- 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 in financial services environments
- Proven experience developing enterprise data models, security architectures, and integration frameworks
- Strong understanding of Salesforce platform capabilities including FSC, 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 credentials
- Salesforce Application Architect Certification
- Salesforce System Architect Certification
- Salesforce Data Cloud Consultant Certification
- Experience with core banking, policy administration, wealth management, or loan origination systems
- 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
Full description
Role: Financial Services Cloud Architect
Title: Principal Consultant
Industry: Financial Services
Summary
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. This individual will serve as a trusted advisor to executive stakeholders, providing strategic guidance and architectural leadership across the Salesforce ecosystem.
As a Financial Services Cloud Architect, you will be responsible for defining scalable solution architectures, leading discovery and design workshops, developing implementation roadmaps, and ensuring successful delivery of Financial Services Cloud programs. You will partner with client leadership teams to align technology investments with business objectives while driving best practices across data architecture, security, compliance, integration strategy, and customer experience.
The ideal candidate combines deep Financial Services Cloud expertise with strong consulting, leadership, and communication skills and has a proven track record delivering enterprise-scale Salesforce transformations within banking, insurance, wealth management, lending, and financial services organizations.
Responsibilities
- Lead end-to-end solution architecture for Financial Services Cloud implementations and digital transformation initiatives.
- Serve as a strategic advisor to client stakeholders, including executive leadership, business sponsors, operations leaders, and technology teams.
- Facilitate discovery workshops to understand business objectives, customer journeys, operational challenges, compliance requirements, and future-state needs.
- Develop scalable solution designs, architecture diagrams, data models, and implementation roadmaps aligned with Salesforce and industry best practices.
- Architect Financial Services Cloud solutions supporting client onboarding, household management, financial accounts, referrals, relationship management, service operations, sales processes, and client engagement strategies.
- Define enterprise data architecture, governance frameworks, security models, compliance controls, and integration strategies across Salesforce and external platforms.
- Design solutions that align with regulatory and compliance requirements including privacy, security, audit-ability, and data retention standards.
- Lead data migration strategy and planning efforts, ensuring successful transition from legacy CRM, banking, insurance, wealth management, or servicing platforms.