Role: Salesforce FSC Delivery Lead / Functional Lead – Wealth Management.

Location: Toronto, ON ( Hybrid) – 3 days office

Contract

Key Requirements

- 10–12+ years of overall IT experience with at least 5+ years in Salesforce leadership roles.
- Robust expertise in Salesforce Financial Services Cloud (FSC) with end-to-end implementation experience. Relevant to FSC-based banking and wealth management engagements.
- Proven Wealth Management / Private Banking / Financial Advisory domain experience.
- Experience leading large Salesforce transformation programs and managing distributed teams.
- Strong stakeholder management skills with the ability to engage business, technology, vendors, and senior leadership.
- Hands-on experience gathering, refining, and finalizing business requirements with business users.
- Experience managing integrations between Salesforce FSC and external systems, APIs, middleware, and enterprise applications. FSC integrations are commonly part of solution delivery responsibilities.
- Excellent decision-making, problem-solving, and conflict-resolution capabilities.
- Ability to challenge requirements and provide appropriate pushback when needed to ensure scope, quality, and delivery objectives are maintained.
- Strong experience in project planning, estimation, budgeting, execution, risk management, and delivery governance.
- Experience leading multiple workstreams and coordinating cross-functional teams.




- Strong communication and presentation skills with experience reporting project status, risks, and financials to senior management and executives.
- Experience in Agile/Scrum delivery methodologies.
- Salesforce certifications (FSC, Application Architect, Administrator, Business Analyst, or Sales/Service Cloud certifications) are preferred.

Key Responsibilities
- Lead Salesforce FSC initiatives within the Wealth Management domain.
- Work closely with business stakeholders to elicit, analyze, and finalize requirements.
- Own solution planning, estimation, execution, and successful delivery.
- Manage multiple stakeholders across business, operations, architecture, and technology teams.
- Drive integration strategy and coordination with downstream/upstream systems.
- Lead delivery teams, provide direction, and ensure adherence to project timelines.
- Identify risks, dependencies, and mitigation plans.
- Provide regular executive-level status reporting, governance updates, and steering committee presentations.
- Ensure scope control, quality assurance, and successful project outcomes.

Ideal Candidate ProfileSalesforce FSC Delivery Lead with 10–12+ years of experience, strong Wealth Management domain expertise, proven stakeholder management capabilities, integration experience, leadership skills, and the ability to drive planning, estimation, execution, governance, and executive reporting for large-scale Salesforce transformation programs.

📌 Salesforce Functional Lead – Wealth Management (Toronto)
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📍 Toronto