Overview
We are seeking an experienced Engagement Lead to oversee a Salesforce Pod supporting the Wealth Management division for a regional banking client. This leader will drive strategy, delivery execution, stakeholder alignment, and governance for a complex Salesforce enhancement initiative.
Must Reside in one of the following states: AR, MO, OK, KS, FL, GA, TN, TX
Key Responsibilities
- Lead delivery of a multi‑role Salesforce Pod supporting Wealth Management initiatives.
- Partner with Wealth, Operations, Compliance, and Advisor teams to define roadmap and requirements.
- Ensure alignment of Salesforce solutions with banking regulations and wealth advisory workflows.
- Oversee design, development, testing, integrations, and deployment activities.
- Provide executive‑level reporting, risk management, and project governance.
Skills & Experience
- Proven leadership on Salesforce programs within financial institutions.
- Strong knowledge of Salesforce Financial Services Cloud (FSC) – highly desired
- Familiarity with AI configuration (e.g. Agentforce, Practifi, or similar), advisor productivity tools, or wealth operations systems.
- Understanding of wealth management workflows: onboarding, householding, KYC/AML, suitability, compliance, servicing, and client reviews.
- Experience managing multi‑disciplinary teams (developers, admins, analysts).