Modernize wealth management CRM with Financial Services Cloud, API integrations, and executive-facing architecture leadership in Montreal, Quebec.
As Salesforce technical lead, you will serve as the technical reference for a Financial Services Cloud modernization program. The work spans 360 client views, financial relationship management, onboarding, and personalized service. You will connect delivery standards with governance, strategic roadmaps, and leadership communication.
Key Responsibilities:

Guide Financial Services Cloud technical design and reviews
Support client-view and relationship-management modernization
Define standards across Apex, LWC, and Flow
Contribute to governance and strategic CRM roadmaps
Document and present recommendations to vice-presidents
Requirements:

Technical lead or architect Salesforce background
Delivered large-scale institutional FSC implementation
Complex API and event-driven integration experience
Salesforce security and sharing model expertise
Executive communication and political awareness
Apply Financial Services Cloud, integration, development standards, and governance expertise to wealth management CRM modernization.

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Salesforce Financial Services Lead