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

Experience: 10–15 years (8+ years on Salesforce, 5+ years in Architecture roles)

Location: Work location: Bengaluru, Pune, Hyderabad, Chennai, Mysore, and Chandigarh (hybrid, 3 days a week)

Role Summary

The Salesforce FSC Technical Architect will lead the design and delivery of Salesforce solutions for Asset /Wealth Management client, focusing on advisor led servicing, client relationships, portfolio insights, and digital engagement. The role requires robust expertise in FSC data models, Asset Management processes, integrations, and enterprise scale Salesforce architecture.

Key Responsibilities

• Lead end to end technical architecture and solution design for Salesforce Financial Services Cloud implementations focused on Asset/Wealth Management

• Translate Asset Management business requirements into scalable, secure, and high performance Salesforce solutions aligned with Salesforce best practices

• Architect FSC data models including Person Accounts, Households, Financial Accounts,



Assets, Securities, Holdings, and Interaction Summaries

• Design and govern Salesforce solutions across FSC, Sales Cloud, Service Cloud.

• Enable Asset Management business processes such as AUM summaries, interactions, meeting preparation, portfolio management etc.

• Design Low code / no code Salesforce solutions using flows, Omnistudio and other FSC features to meet customer needs

• Architect custom solutions using Apex, Lightning Web Components (LWC), Flows, and FSC configurations

• Design and review enterprise integrations with portfolio management platforms, market data providers, core banking systems, and data warehouses using REST/SOAP APIs, custom middleware and event based patterns

• Define security architecture covering client data privacy, advisor entitlements, and regulatory compliance requirements

• Ensure scalability, performance optimization, data volume management, and ad

📌 Salesforce Financial Services Cloud (India)
🏢 Sparix Global
📍 India