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Salesforce Functional Architect Manager - Wealth Management

L6

accentureHouston, TXtoday
Overview: As a Wealth Management Functional Solution Architect, you translate architecture into deliverable designs, owning design documents and guiding technical workstreams through the program lifecycle. You will specialize in Salesforce platforms and Data Cloud, leading multi-workstream delivery in complex client environments. You’ll bridge business needs with technical delivery, mentor junior engineers, and ensure architectural integrity. This role sits at the intersection of strategy and implementation, shaping scalable wealth management solutions. Compensation / Benefits medical, dental, vision life insurance long-term disability 401(k) plan bonus opportunities paid holidays and PTO
Responsibilities: Support end-to-end solution design across workstreams, maintaining design documents and data flows Own technical design and build for Agentforce use cases within Wealth Management programs Design and implement integrations between Data Cloud, CRM, external sources, and Agentforce Bridge functional requirements with technical delivery and align stakeholders on design scope Provide technical leadership through design sessions, code reviews, and governance Mentor technical leads and set team technical standards Pursue Salesforce certifications and contribute to practice development Support pre-sale activities including estimation, scoping, and RFP architecture sections Contribute to accelerators, methodology assets, and AI use-case patterns for Wealth Management
Key requirements: Minimum 5 years of Salesforce delivery experience Minimum 3 years of Agile/hybrid/Scrum delivery experience Minimum 3 years of experience supporting Wealth Management clients Bachelor’s degree or equivalent work experience leadership and mentoring ability to clarify ambiguous problems cross-functional collaboration Salesforce (including FSC), Data Cloud, Agentforce integration design with MuleSoft, REST/SOAP, Salesforce Connect data modeling, security modeling, platform configuration
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Level

LeadL6

Location

Houston, TX

Occupation

Computer Systems Engineers/Architects

Industry

Computer Systems Design Services

Posted

today

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