Salesforce Solution Architect – Sales Cloud & Financial Services
Strong opportunity to join a well-established investment firm with a long-term mindset, low turnover, and a genuinely collaborative culture.
This is a key hire. You’ll be owning Salesforce architecture across the business and playing a central role in how the platform evolves.
The Role
You’ll lead the design and delivery of enterprise-level Salesforce solutions, focused on Sales Cloud and Financial Services Cloud.
This isn’t a delivery-only role. You’ll be working closely with senior stakeholders across the business, shaping CRM strategy, and making sure what gets built actually supports real commercial outcomes.
You’ll be the go-to person for Salesforce — from architecture decisions through to governance and best practices.
What You’ll Be Doing
- Own end-to-end Salesforce architecture across Sales Cloud and FSC
- Translate business requirements into scalable, practical solutions
- Act as the platform authority – governance, performance, and standards
- Work directly with teams across sales, product, operations, and compliance
- Guide developers on build approach (Apex, LWC, Flows, integrations)
- Oversee data, security, and overall platform health
- Partner with architecture and data teams to align Salesforce with wider systems
- Support release management, environments, and CI/CD
- Define best practices, reusable components, and architecture frameworks
What They’re Looking For
- 7+ years Salesforce experience, with 3+ at Solution Architect level
- Strong hands-on experience with Sales Cloud and ideally Financial Services Cloud
- Solid understanding of data models, integrations, APIs, and enterprise architecture
- Experience working in complex environments with multiple stakeholders
- Asset management / financial services experience is a plus, not a must
The Profile
Someone who can operate at a senior level, not just technically but with the business.
You need to be comfortable pushing back, influencing decisions, and owning the platform. This isn’t a role where you sit in the background.
Why It’s Worth It
- Genuine ownership of the Salesforce platform
- High visibility across the business
- Long-term, strategic work vs constant project churn
- Strong culture, low attrition, and stable environment
- Hybrid working with flexibility built in