Principal Consultant – Financial Services Cloud

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteLeadTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

3 days ago

Salary

0

Seniority

Lead

Bachelor Degree7 yrs expEnglishCloud

Job Description

Principal Consultant – Financial Services Cloud

TELUS Digital

• Lead end-to-end solution architecture for Financial Services Cloud implementations and digital transformation initiatives. • Serve as a strategic advisor to client stakeholders, including executive leadership, business sponsors, operations leaders, and technology teams. • Facilitate discovery workshops to understand business objectives, customer journeys, operational challenges, compliance requirements, and future-state needs. • Develop scalable solution designs, architecture diagrams, data models, and implementation roadmaps aligned with Salesforce and industry best practices. • Architect Financial Services Cloud solutions supporting client onboarding, household management, financial accounts, referrals, relationship management, service operations, sales processes, and client engagement strategies. • Define enterprise data architecture, governance frameworks, security models, compliance controls, and integration strategies across Salesforce and external platforms. • Design solutions that align with regulatory and compliance requirements including privacy, security, audit-ability, and data retention standards. • Lead data migration strategy and planning efforts, ensuring successful transition from legacy CRM, banking, insurance, wealth management, or servicing platforms. • Provide architectural oversight throughout the project lifecycle, including design reviews, configuration guidance, testing strategy, deployment planning, and post-production optimization. • Collaborate with technical architects, developers, business analysts, and project managers to ensure solution alignment and delivery excellence. • Drive adoption of Salesforce platform capabilities including Financial Services Cloud, Flow, OmniStudio, Experience Cloud, Data Cloud, Agentforce, and related Salesforce technologies. • Support pre-sales activities including solution estimation, proposal development, architecture reviews, executive presentations, and pursuit strategy. • Mentor consultants and solution engineers while promoting architectural standards, delivery methodologies, and best practices across the Salesforce Practice.

Job Requirements

  • Bachelor's degree in Computer Science, Information Systems, Business, Finance, or related field.
  • 7+ years of Salesforce platform experience.
  • 3+ years serving as a Solution Architect, Technical Architect, Lead Consultant, or equivalent leadership role.
  • Deep expertise in Financial Services Cloud and financial services business processes.
  • Strong understanding of Financial Services Cloud data architecture, including households, relationships, financial accounts, referrals, goals, interactions, and customer lifecycle management.
  • Experience designing enterprise-scale Salesforce solutions involving 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, and regulatory considerations within financial services environments.
  • Proven experience developing enterprise data models, security architectures, and integration frameworks.
  • Strong understanding of Salesforce platform capabilities including Financial Services Cloud, Flow, OmniStudio, Experience Cloud, and Data Cloud.
  • Exceptional communication, presentation, stakeholder management, and consulting skills.
  • Ability to translate complex business requirements into scalable technical solutions and strategic roadmaps.

Benefits

  • At TELUS Digital, we are proud to be an equal opportunity employer and are committed to creating a diverse and inclusive workplace.

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