Boltin

As a Salesforce Implementation Project Manager within the wealth management domain, your role involves leading and managing Salesforce implementation projects for various clouds such as Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud. You will collaborate closely with wealth advisors, operations, compliance, and IT teams to gather business requirements and translate them into scalable Salesforce solutions. Your responsibilities will include hands-on configuration of Salesforce, overseeing system integrations with wealth management platforms, managing the full project lifecycle, defining project plans and maintaining budgets, driving data migration and compliance initiatives, ensuring user adoption, coordinating with developers and vendors, and delivering tailored dashboards and analytics. Key Responsibilities: - Lead and manage Salesforce implementation projects for Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud - Gather business requirements and translate them into scalable Salesforce solutions - Configure Salesforce including flows, reports, dashboards, security, and data model enhancements - Oversee system integrations with wealth management platforms - Manage full project lifecycle including RFP, requirements discovery, design, testing, deployment, and support - Define and maintain project plans, budgets, risks, and stakeholder communications - Drive data migration, data quality initiatives, and compliance efforts - Ensure user adoption through training, documentation, and change management - Coordinate with Salesforce developers, admins, and third-party vendors - Deliver dashboards and analytics tailored for relationship managers, advisors, and compliance officers Qualifications Required: - Bachelors/Masters degree in Computer Science, Information Systems, Finance, or related field - 10+ years of experience in IT project management and Salesforce Platform - Strong domain expertise in Wealth Management / Financial Services - Hands-on Salesforce configuration skills including Flows, Validation Rules, Reports, Dashboards, and Security - Hands-on Salesforce customisation skills with Apex, LWC, VF, Aura, Triggers, and Batch Processes - Experience managing system integrations, data migrations, and AppExchange solutions - Familiarity with Agile/Scrum methodologies; PMP/Agile certifications are a plus - Excellent stakeholder management, communication, and leadership skills In addition to the above qualifications, it is preferred that you have experience working with wealth management firms, private banking, or investment advisory organizations.,