Position Overview
We are looking for an experienced Salesforce Technical Project Manager with a strong background in Wealth Management to lead end-to-end Salesforce implementations and enhancements. The ideal candidate will combine project leadership skills with hands-on Salesforce expertise to ensure successful delivery of CRM and digital transformation initiatives for our wealth management client.
Key Responsibilities
- Lead and manage Salesforce implementation projects (Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud) within the wealth management domain.
- Work closely with wealth advisors, operations, compliance, and IT teams to gather business requirements and translate them into scalable Salesforce solutions.
- Provide hands-on configuration of Salesforce (flows, reports, dashboards, security, data model enhancements and customisation) where needed.
- Oversee system integrations with wealth management platforms (portfolio management, KYC/AML, document management, e-signature, core banking, Fintech systems).
- Manage full project lifecycle — RFP, requirements discovery, design, build, testing, UAT, deployment, and support.
- Define and maintain project plans, sprints, budgets, risks, and stakeholder communications.
- Drive data migration, data quality initiatives, and compliance (KYC, AML, regulatory reporting).
- Ensure user adoption through training, documentation, and change management initiatives.
- Coordinate with Salesforce developers, admins, and third-party vendors for successful project execution.
- Deliver dashboards and analytics tailored for relationship managers, advisors, and compliance officers.
Required Qualifications
- Bachelor’s/Master’s degree in Computer Science, Information Systems, Finance, or related field.
10+ years of experience with expertise in IT project management and Salesforce Platform. - Strong domain expertise in Wealth Management / Financial Services (client onboarding, KYC/AML, financial planning, portfolio reporting).
- Hands-on Salesforce configuration skills (Flows, Validation Rules, Reports, Dashboards, Security, Permission Sets).
- Hands-on Salesforce customisation skills (Apex, LWC, VF, Aura, Triggers, Batch Processes).
- Good to have experience with Salesforce Financial Services Cloud (FSC).
- Experience managing system integrations, data migrations, and AppExchange solutions.
- Familiarity with Agile/Scrum methodologies; PMP/Agile certifications are a plus.
- Excellent stakeholder management, communication, and leadership skills.
Preferred Skills
Salesforce Certifications:
Salesforce Certified Administrator
Salesforce Financial Services Cloud Accredited Professional
Salesforce Sales/Service Cloud Consultant
Experience working with wealth management firms, private banking, or investment advisory organizations.
