Salesforce Architect
12 days ago
New York
Date Posted: 09/16/2025 Hiring Organization: Rose International Position Number: 488649 Industry: Insurance Job Title: Salesforce Architect Job Location: New York, NY, USA, 10119 Work Model: Hybrid Work Model Details: Hybrid, onsite 3 days a week Shift: 8 AM - 5 PM Employment Type: Temporary FT/PT: Full-Time Estimated Duration (In months): 13 Min Hourly Rate ($): 80.00 Max Hourly Rate ($): 90.00 Must Have Skills/Attributes: Apex, CRM, DATA MANAGEMENT, DevOps, Informatica, Salesforce Experience Desired: Salesforce Experience (8+ yrs); Salesforce Financial Services Cloud (FSC) Experience (3+ yrs); Wealth management, insurance, or sales distribution domains experience (5+ yrs); Proven experience leading Salesforce development teams (3+ yrs) Required Minimum Education: Bachelor’s Degree Required Certifications/Licenses: Salesforce Certified Application Architect Preferred Certifications/Licenses: Salesforce Financial Services Cloud Accredited Professional C2C is not available Job Description Required Education: • Bachelor's degree Required License/Certification • Salesforce Certified Application Architect, • Salesforce Certified System Architect, • Salesforce Financial Services Cloud Accredited Professional Required Qualifications/Skills/Experience: • 8+ years of Salesforce experience, including 3+ years with Financial Services Cloud, • Proven experience in wealth management, insurance, and sales distribution domains, • Strong understanding of Salesforce architecture, data modeling, security, and integration patterns, • Proficiency in Apex, Lightning Web Components, Flows, and Omni Studio, • Experience with Salesforce Shield, Einstein Analytics, and Informatica Intelligent Data Management Cloud (preferred but not required), • Excellent communication and stakeholder engagement skills Preferred Qualifications/Skills/Experience: • Experience with advisor platforms, CRM, policy administration systems, and distribution enablement tools, • Familiarity with compliance frameworks and data privacy regulations, • Background in enterprise architecture or solution architecture within financial services firms, • Agile delivery experience and familiarity with DevOps tools (e.g., Copado) and CI/CD pipelines Salesforce Architect Overview: We are seeking a seasoned Salesforce Architect to design and deliver enterprise-grade Salesforce solutions in the financial services industry. This role requires deep expertise in Financial Services Cloud (FSC) and strong knowledge of wealth management, sales distribution, and insurance models. The ideal candidate is both a strategic thinker and a hands-on technologist who can bridge business needs with technical execution. The Salesforce Architect will lead platform strategy, solution design, and integration with enterprise systems, ensuring compliance with regulatory requirements. This role requires excellent communication skills, stakeholder engagement, and the ability to guide technical teams while driving innovation and best practices Job Duties: • Architect and implement scalable Salesforce solutions using Financial Services Cloud tailored to wealth management, insurance, and distribution channels, • Lead Salesforce strategy and roadmap, ensuring alignment with business goals and enterprise architecture standards, • Collaborate with stakeholders across sales, operations, compliance, and IT to gather requirements and translate them into technical designs, • Design and optimize client lifecycle journeys, including onboarding, relationship management, policy servicing, and advisor enablement, • Integrate Salesforce with core financial systems, data platforms, and third-party applications using APIs and middleware, • Ensure platform security, data governance, and regulatory compliance (e.g., FINRA, SEC, NAIC), • Provide technical leadership to development teams, conduct code reviews, and enforce best practices, • Stay current with Salesforce releases and innovations, proactively recommending enhancements Estimated Start Date: • September 29, 2025 Specific Details to Call Attention To: • Expertise in Financial Services Cloud is critical for this role, • Direct experience with wealth management, insurance, and distribution business models is required, • Must hold at least one Salesforce Architect-level certification (Application Architect, System Architect) or FSC Accredited Professional certification, • Hybrid – Springfield, MA / Boston, MA / New York, NY Only those lawfully authorized to work in the designated country associated with the position will be considered. Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements. Benefits: For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website. California Pay Equity: For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.