Solution Architect, Salesforce FSC, Canada

We are seeking a highly skilled and hands‑on Salesforce Financial Services Cloud (FSC) Architect with deep expertise in designing and delivering scalable, industry‑focused Salesforce solutions for banks, wealth management firms, insurance providers, and other financial institutions. The ideal candidate will excel in client engagement, enterprise architecture, and the ability to translate complex financial services requirements into robust, compliant, and performant Salesforce FSC implementations. This role requires strategic thinking, strong communication skills, and the ability to drive solution design from inception to successful delivery.

If you are passionate about architecting advanced financial services solutions on Salesforce FSC and leading clients through digital transformation, we invite you to join our team.

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.

Requirements

• 10–12 years of Salesforce project experience with significant focus on enterprise architecture in regulated industries.
• 5–7 years in senior delivery leadership 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.
• Strongly preferred: Financial Services Cloud Accredited Professional; Integration Architect; Data Architect certifications.
• Bachelor’s degree in Computer Science, Information Technology, or a related field.
• Excellent problem‑solving skills and ability to work independently and collaboratively.

Benefits

We are a rapidly growing team of diverse individuals passionate about performance, technology, and customer satisfaction. We are a work-from-anywhere company wherein most of our staff globally work remotely! What matters to us is not “where” you work, but “what” you deliver! OSF Digital places a key emphasis on work-life balance, employee satisfaction, and we strive to create a company culture that is innovative and open while empowering individuals to contribute in ways that positively impact us all.

OSF Digital is proud to be an equal opportunity employer, where you can bring your whole self to work. Join an inclusive and passionate community of professionals who help bring about digital transformation for businesses around the world. At OSF Digital, we welcome all individuals and do not discriminate on the basis of gender identity and expression, race, ethnicity, disability, sexual orientation, color, religion, national origin, age, marital status, or any other protected category in any of the jurisdictions in which we conduct business. The company will provide accommodations to applicants, including those with disabilities, during the recruitment process, in accordance with applicable laws.

This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice which must be identified to OSF Digital. Employees may live anywhere in Canada, with limited exceptions. In certain cases, an employee in a remote-designated job may need to live in a specific region or time zone to support customers or clients as part of their role. Generally, the standard base pay range for this role is CA$150,000 - $200,000 annually. This base pay range is specific to certain locations and may not be applicable to other locations. In addition to a competitive base salary this position is also eligible for competitive benefits. Actual amounts will vary depending on overall profile, experience, and location.