Principal Consultant - Financial Services Cloud Architect
TELUS Digital11 hours ago
Base Salary
$100k - $190k/yr
Responsibilities
- Lead end-to-end solution architecture for Financial Services Cloud implementations and digital transformation initiatives.
- Advise executive stakeholders, business sponsors, operations leaders, and technology teams on strategic Salesforce solutions.
- Facilitate discovery workshops and translate business objectives, customer journeys, operational challenges, and compliance requirements into future-state designs.
- Develop scalable solution architectures, architecture diagrams, data models, and implementation roadmaps.
- Architect Financial Services Cloud solutions for onboarding, household management, financial accounts, referrals, relationship management, service operations, sales processes, and client engagement.
- Define enterprise data architecture, governance frameworks, security models, compliance controls, and integration strategies.
- Lead data migration strategy and planning from legacy CRM, banking, insurance, wealth management, and servicing platforms.
- Provide architectural oversight for design reviews, configuration guidance, testing strategy, deployment planning, and post-production optimization.
- Collaborate with technical architects, developers, business analysts, and project managers throughout delivery.
- Drive adoption of Salesforce platform capabilities including Financial Services Cloud, Flow, OmniStudio, Experience Cloud, Data Cloud, and Agentforce.
- Support pre-sales activities including estimation, proposals, architecture reviews, executive presentations, and pursuit strategy.
- Mentor consultants and solution engineers and promote architectural standards and best practices.
Requirements
- Bachelor’s degree in Computer Science, Information Systems, Business, Finance, or a related field.
- At least 7 years of Salesforce platform experience.
- At least 3 years serving as a Solution Architect, Technical Architect, Lead Consultant, or in an equivalent leadership role.
- Deep Financial Services Cloud expertise and knowledge of financial services business processes.
- Experience designing enterprise-scale Salesforce solutions with multiple clouds, integrations, and complex data migrations.
- Experience working with banking, insurance, lending, wealth management, capital markets, or other financial services organizations.
- Strong understanding of security, compliance, governance, regulatory considerations, enterprise data models, security architectures, and integration frameworks.
- Strong understanding of Salesforce Financial Services Cloud, Flow, OmniStudio, Experience Cloud, and Data Cloud.
- Exceptional communication, presentation, stakeholder management, consulting, and executive advisory skills.
- Ability to translate complex business requirements into scalable technical solutions and strategic roadmaps.
- Preferred Salesforce Financial Services Cloud credentials or equivalent.
- Preferred Salesforce Application Architect, System Architect, or Data Cloud Consultant certification.
- Experience with core banking, policy administration, wealth management, loan origination, or related financial services technologies is preferred.
- Experience leading enterprise data migration and modernization initiatives is preferred.
- Experience supporting pre-sales, solution estimation, and executive presentations is preferred.
- Strong understanding of Agile delivery methodologies and large-scale program execution is preferred.
Categories
Solutions Engineering
About TELUS Digital
TELUS Digital is the in-house digital product and consulting arm of TELUS, one of Canada’s largest telecommunications providers. It designs and operates customer-facing platforms—mobile apps, websites, voice and chat interfaces—and enterprise services spanning cloud engineering, data/AI, digital marketing, QA, and operations modernization for TELUS lines of business and select partners. Headquartered in Vancouver with a distributed global team, it sits under TELUS’s public company umbrella (NYSE: TU, TSX: T).