OSF Digital · 2 days ago
Salesforce Financial Services Cloud Solution Architect
United States
Full-time
Remote
Senior Level, Lead/Staff
$150K/yr - $200K/yr
10+ years expOSF Digital is a leading digital transformation firm with a global footprint in 30+ countries. They are seeking a highly skilled Salesforce Financial Services Cloud Architect to design and deliver scalable Salesforce solutions for financial institutions, ensuring alignment with client business goals and regulatory frameworks.
Brand MarketingConsultingCRMData IntegrationDigital MarketingE-CommerceE-Commerce PlatformsInformation TechnologySoftwareWeb Development
Responsibilities
Define and maintain the architectural vision and roadmap for Salesforce Financial Services Cloud, ensuring alignment with client business goals across banking, wealth, insurance, or lending domains
Design FSC data models and architecture leveraging industry objects such as Person Accounts, Financial Accounts, Financial Goals, Action Plans, Life Events, Policies, Claims, and Referrals
Lead the evaluation and selection of FSC features such as Interaction Summaries, Compliance & Regulatory features, Customer Lifecycle Management (CLM), Relationship Groups, and Intelligent Agent/Household features
Translate complex financial‑industry requirements into FSC‑driven solutions that support advisory workflows, onboarding, KYC/AML processes, case management, and compliance tracking
Oversee technical design across FSC implementations including data modeling, system integration, record‑level security, and compliance considerations (e.g., data masking, regulatory auditability)
Collaborate with business stakeholders, compliance teams, and technology leaders to ensure solution architectures support regulatory frameworks relevant to financial institutions
Mentor architects and developers on FSC best practices, industry data models, OmniStudio, and configuration patterns unique to FSC
Drive adoption of modern engineering best practices such as DevOps, CI/CD pipelines, automated testing, and secure development processes within FSC implementations
Ensure security, scalability, and reliability of FSC environments including management of large data volumes, complex sharing rules, and multi‑party relationships
Lead resolution of complex FSC‑specific technical challenges such as multi‑tier householding models, high‑volume referral processes, or integration with core banking/portfolio systems
Stay current on FSC releases and industry capabilities, advising clients on opportunities for optimization and innovation
Conduct and lead FSC‑focused technical design sessions and document solutions aligned with financial services business objectives
Architect integrations between Salesforce FSC and financial systems (core banking, policy admin systems, custodians, LOS/LMS platforms, trading systems)
Oversee delivery of FSC custom development, OmniStudio components, integrations, and large‑scale data migration (including Person Accounts and financial object hierarchies)
Coordinate with offshore teams to plan architecture, prioritize tasks, estimate efforts, and ensure on‑time delivery
Provide FSC training and knowledge transfer to client teams to ensure adoption of industry objects, Action Plans, financial account models, and compliance workflows
Qualification
Required
10–12 years of Salesforce project experience with significant focus on enterprise architecture in regulated industries
5–7 years in senior delivery roles for large Salesforce programs
Hands‑on experience designing and delivering multiple end‑to‑end Salesforce Financial Services Cloud implementations
Deep understanding of FSC data models, including Person Accounts, Householding, Relationship Groups/Roles, Financial Accounts & Holdings, Policies & Claims, and Action Plans
Strong knowledge of OmniStudio (FlexCards, OmniScripts, DataRaptors, Integration Procedures) as used in financial services flows
Experience implementing compliance workflows such as KYC, AML reviews, audit trails, and regulatory record handling in Salesforce
Strong architectural knowledge of Salesforce platform capabilities including Apex, Lightning Components, Flows, and APIs
Experience integrating Salesforce FSC with financial systems using REST/SOAP APIs, middleware, web services, and ETL tools (MuleSoft preferred)
Experience designing role‑based security, shielding, encryption, and data governance models for sensitive financial data
Proficiency in DevOps and release management for complex multi‑cloud Salesforce environments
Strong understanding of data migration strategies for FSC, including Person Account conversions, householding structures, and large data volumes
Must have: Salesforce Platform Developer I certification
Bachelor's degree in Computer Science, Information Technology, or a related field
Excellent problem‑solving skills and ability to work independently and collaboratively
Preferred
Financial Services Cloud Accredited Professional
Integration Architect
Data Architect certifications
Benefits
Flexible PTO
Sick Time
Health Insurance
Dental Insurance
Vision Insurance
Pet Insurance
Life Insurance
FSA
HSA
STD/LTD
EAP
401k
Paid Holidays
Company
OSF Digital
OSF Digital is a digital transformation company that leverages commerce, marketing, analytics, loyalty, sales, and service.
1001-5000 employees
H1B Sponsorship
OSF Digital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
Funding
Current Stage
Late StageTotal Funding
$166MKey Investors
Sunstone PartnersDelta-v CapitalSalesforce Ventures
2022-04-13Series C· $100M
2021-05-12Series B· $43M
2019-05-07Series Unknown· $23M
Leadership Team
Alin Dorobantu
Co-founder and COO
Ariel Marciano
Chief Financial Officer
Recent News
2025-05-17
Company data provided by crunchbase