Technical Lead
Toronto, ON - Onsite
"Total Experience: 10+ years
Required Skill Sets:
• The Salesforce Technical Architect Lead will be responsible for end-to-end solution architecture, technical design, and delivery leadership for Salesforce Financial Services Cloud (FSC) implementations across Wealth Management, Retail Banking, Insurance, and Capital Markets.
• This role requires deep expertise in Salesforce FSC data model, industry processes, integrations, security, and scalable enterprise architecture, with the ability to engage senior business and IT stakeholders.
• Architecture Solution Design Own end-to-end Salesforce FSC solution architecture, covering data model, security, integrations, and scalability
• Design FSC-based solutions for Client 360 Household Management Financial Accounts, Assets Liabilities Goals, Life Events, and Relationship Management Wealth Advisory, Retail Banking, and Insurance use cases
• Define target-state architecture and transition from legacy CRM Salesforce Classic to FSC
• Ensure alignment with Salesforce best practices, industry patterns, and enterprise standards Technical Leadership Act as Technical Lead
• Design Authority across multiple Salesforce workstreams
• Review and approve Apex, LWC, Flows, Integrations, and Data Model Security models (Profiles, Permission Sets, Sharing Rules)Guide teams on performance optimization, governor limits, and large data volumes
• Lead design and code reviews enforce coding standards and CICD practices
• Integrations Data Architecture Design and govern enterprise integrations using Rest SOAP APIs Platform Events, CDC Middleware (MuleSoft preferred)
• Integrate Salesforce FSC with Core Banking systems Wealth platforms (portfolio, trading, custody)KYCAML, onboarding, and regulatory systems
• Define data migration, reconciliation, and data quality strategies Security, Compliance Governance
• Ensure Salesforce solutions meet BFSI regulatory requirements (data privacy, audit, access control)
• Implement robust role-based security, data segregation, and compliance controls
• Support audit, risk, and security reviews Stakeholder Client Engagement
• Engage with Business, Product Owners, Enterprise Architects, and Compliance teams
• Translate business requirements into scalable FSC solutions
• Provide architecture walkthroughs to client leadership and governance forums
• Support RFPs, solution estimations, and proposal architecture Delivery Agile Leadership
• Work closely with Project Managers, Scrum Masters, and Product Owner Drive Agile delivery, backlog refinement, and release planning
• Mentor developers and admins build long-term Salesforce capability within the account
• Experience Salesforce Expertise Salesforce Financial Services Cloud (FSC) Expert level
• Strong hands-on experience with Apex, LWC, Flow Sales Cloud Service Cloud Data Model customization FSC extensions
• Experience with Salesforce DX, CICD, and DevOps practices BFSI Wealth Domain