Lead Functional Consultant

We are seeking a Lead Functional Consultant with expertise in Financial Services Cloud. The project involves the design and delivery of a Salesforce Financial Services Cloud (FSC) solution to support and enhance wealth management business processes.

Responsibilities

Lead requirements gathering and analysis with wealth management stakeholders, including advisors, operations, and compliance teams Translate business requirements into detailed user stories, process flows, and solution designs aligned to Salesforce FSC best practices Collaborate closely with architects and developers to ensure solutions are technically feasible, scalable, and aligned with platform capabilities Manage and prioritise the product backlog, ensuring clear traceability from business objectives to delivered functionality Facilitate workshops, sprint ceremonies, and stakeholder reviews to drive alignment and transparency Identify and navigate technical constraints, proposing pragmatic solutions that balance business value and platform limitations Support data modelling and integration discussions, particularly around client data, financial accounts, and external systems Contribute to discovery and continuous improvement efforts, validating assumptions and refining solutions based on user feedback Ensure solutions align with regulatory requirements and industry standards within financial services and wealth management Requirements Proven experience as a Salesforce Business Analyst, with strong knowledge of Salesforce Financial Services Cloud Deep understanding of wealth management processes, including client onboarding, portfolio management, advisory workflows, and regulatory considerations (e.

g., KYC, suitability) Strong technical acumen across Salesforce capabilities (data model, automation, integrations, APIs, and declarative vs programmatic solutions) Advanced skills in requirements elicitation, process mapping, and translating business needs into functional and technical specifications Ability to manage complex stakeholder landscapes, balancing priorities across business, compliance, and technology teams Experience working in Agile environments, including backlog management, user story definition, and sprint ceremonies Excellent communication and conflict resolution skills, with the ability to influence senior stakeholders Salesforce Financial Services Accreditation is nice to have