Functional Specialist-Enterprise Apps

Area(s) of responsibility

Job Description: Senior Salesforce Financial Services Cloud (FSC) Developer – Wealth Management & Retail Banking

Experience

7–10 years

Key Responsibilities

• Design, develop, and implement Salesforce Financial Services Cloud (FSC) solutions for Wealth Management and Retail Banking.
• Configure FSC features including Financial Accounts, Financial Holdings, Household Management, Client Profiles, Goals, Referrals, Action Plans, Interaction Summaries, and Relationship Groups.
• Build and customize solutions using Apex, Lightning Web Components (LWC), Flows, Lightning Experience, and platform configuration.
• Design scalable and secure Salesforce solutions aligned with enterprise architecture and banking best practices.
• Integrate Salesforce with core banking platforms, CRM systems, digital channels, and third-party applications using REST/SOAP APIs.
• Translate business requirements into technical designs and implementation plans.
• Optimize platform performance and ensure adherence to Salesforce development best practices.
• Collaborate with business stakeholders, architects, QA teams, and product owners in Agile delivery environments.
• Support production deployments, issue resolution, and platform enhancements.

Required Skills

• 7–10 years of hands-on Salesforce development experience.
• Strong implementation experience with Salesforce Financial Services Cloud (FSC).
• Proven experience delivering solutions for Wealth Management and Retail Banking.
• Expertise in Apex, Lightning Web Components (LWC), Flows, SOQL, SOSL, and Lightning Experience.
• Strong understanding of Salesforce security, sharing model, roles, profiles, permission sets, and Shield (preferred).
• Experience integrating Salesforce with enterprise applications using REST/SOAP APIs and MuleSoft or similar integration platforms.
• Knowledge of Salesforce DevOps, CI/CD, Git, Copado, Gearset, or Azure DevOps.
• Strong understanding of Agile/Scrum delivery methodologies.
• Excellent communication and stakeholder management skills.

Domain Expertise

• Wealth Management
• Client onboarding and KYC
• Financial goals and investment planning
• Portfolio and relationship management
• Advisor desktop and client engagement
• Household management and financial relationships
• Retail Banking
• Customer onboarding and servicing
• Deposits, loans, mortgages, and credit products
• Customer 360 and relationship management
• Lead and opportunity management
• Branch and relationship manager workflows

Good to Have

• Experience with OmniStudio (OmniScripts, FlexCards, DataRaptors, Integration Procedures).
• Experience with Salesforce Data Cloud.
• Experience with Einstein AI capabilities.
• Exposure to Experience Cloud for customer or advisor portals.
• Knowledge of banking regulatory and compliance requirements.
• Salesforce Financial Services Cloud and Platform Developer certifications.