Empiric · 15 hours ago
Director of Salesforce Transformation
NYC Metro Area
Full-time
Hybrid
Director/Executive
$200K/yr - $250K/yr
10+ years expEmpiric is seeking a Director of Salesforce Transformation to lead the strategic modernization of the Salesforce platform within the Wealth Management organization. This role focuses on driving enterprise-wide transformation initiatives to enhance advisor productivity and client experience while ensuring operational efficiency and data-driven decision-making.
Cyber SecurityDatabaseInformation Technology
Hiring Manager
Dante Esposito, MBA
Responsibilities
Own the Salesforce transformation roadmap, aligning platform capabilities with business strategy across advisors, operations, compliance, and leadership
Lead the evolution of Salesforce as the system of engagement for advisors and clients, supporting the full client lifecycle (prospecting, onboarding, servicing, retention)
Drive adoption of Salesforce best practices, new features, and innovation (including AI and automation) across the organization
Partner with business leaders to modernize advisor workflows, client servicing models, and data visibility
Ensure Salesforce supports Wealth Management-specific needs such as householding, relationships, compliance workflows, and reporting
Improve advisor and operations productivity through streamlined processes and intelligent automation
Provide executive oversight for Salesforce delivery across internal teams and external partners
Establish and enforce platform governance, architecture standards, and operating models
Prioritize initiatives, manage dependencies, and ensure high-quality delivery across multiple workstreams
Lead organizational change efforts to drive user adoption, including training strategy, communications, and stakeholder engagement
Serve as an executive sponsor for Salesforce initiatives, ensuring alignment across business and technology teams
Measure and report on transformation outcomes, adoption metrics, and business impact
Manage Salesforce partners and vendors, ensuring accountability, delivery quality, and cost efficiency
Evaluate tools and third-party applications to enhance the Salesforce ecosystem
Qualification
Required
10+ years of experience in Salesforce, CRM, or enterprise platform leadership roles
Strong experience leading Salesforce transformations within Wealth Management, Financial Services, or similar regulated environments
Proven ability to operate at the intersection of business strategy and technology delivery
Experience managing large Salesforce programs, multi-year roadmaps, and cross-functional teams
Excellent executive communication and stakeholder management skills
Preferred
Hands-on experience with Salesforce Financial Services Cloud (FSC)
Background working with advisors, operations, and compliance teams in a Wealth Management setting
Experience leading platform modernization, legacy replacement, or enterprise CRM transformations
Salesforce certifications (Administrator, FSC, Architect, or equivalent)
Company
Empiric
Empiric is a dynamic technology and transformation recruitment agency that specializes in data, digital, cloud and security services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Nicci Sharp
CEO - USA
Recent News
2025-11-03
Companies
2025-08-15
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