Salesforce Solutions Architect

LHH; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Generous PTO

Flexible spending plans

401(k) plan

Educational reimbursements

Job summary

LHH is seeking a Solutions Architect in San Francisco to design and deliver technology solutions for wealth and investment management workflows. The role combines Salesforce excellence with experience supporting financial advisors and investment operations.

You will define requirements, architect scalable solutions, and optimize client service, portfolio management, reporting, and billing. You will lead integrations between Salesforce and portfolio accounting, trading, and other enterprise

Qualifications

• 5+ years in Solution/Enterprise Architecture with financial services focus.
• Deep Salesforce expertise: data modeling, workflows, automation, SOQL.
• Proven ability to design integrations between Salesforce and enterprise apps.
• Strong business process analysis and solution design skills.
• Experience in Wealth/Investment Management or related fields.

Responsibilities

• Translate business requirements into scalable technology solutions.
• Design end-to-end architectures across Salesforce, portfolio management, and reporting.
• Define integration strategies using APIs and data pipelines.
• Collaborate with stakeholders to improve advisor and client service workflows.
• Lead Salesforce data modeling, automation, and reporting improvements.
• Provide architectural guidance during implementation.

Skills

Salesforce

SOQL

Data modeling

Solution design

Business process analysis

Integration design

Tools

APIs

CRM systems

Portfolio management systems

Job description

We are seeking a Solutions Architect to design and deliver technology solutions supporting wealth and investment management business processes. This role partners with business and technology stakeholders to define requirements, architect scalable solutions, and optimize client service, portfolio management, reporting, and operational workflows. The ideal candidate combines strong Salesforce expertise with experience supporting financial advisors, investment operations, and wealth management platforms.

Responsibilities

• Translate business requirements into scalable technology solutions.
• Design end-to-end architectures across Salesforce CRM, portfolio management, reporting, trading, and operational systems.
• Define integration strategies using APIs, data pipelines, and enterprise SaaS platforms.
• Partner with stakeholders to improve advisor, client service, and investment operations workflows.
• Design solutions supporting the client lifecycle, including onboarding, portfolio management, reporting, and billing.
• Identify opportunities for automation, AI-driven efficiencies, and data-driven process improvements.
• Serve as the Salesforce subject matter expert.
• Design and optimize Salesforce data models, workflows, automation, and reporting.
• Develop scalable CRM solutions that support advisor productivity and client engagement.
• Lead integrations between Salesforce and portfolio accounting, trading, reporting, and other enterprise systems.
• Provide architectural guidance throughout implementation.

Qualifications

• 5+ years of experience in Solution Architecture, Enterprise Applications, or Systems Architecture.
• Deep hands-on experience with Salesforce, including data modeling, workflows, automation, and SOQL.
• Experience designing integrations between Salesforce and enterprise applications.
• Strong business process analysis and solution design capabilities.
• Ability to translate complex business requirements into technical solutions.
• Experience in Wealth Management, Investment Management, RIA, Trust Services, or Financial Services.
• Familiarity with portfolio accounting platforms, trading systems, client reporting tools, and investment operations workflows.
• Understanding of data architecture, analytics, and reporting ecosystems.
• Experience supporting high-growth, technology-driven organizations.
• Medical, dental and vision coverage
• Generous PTO
• Flexible spending plans for health care and dependent care
• 401(k) plan
• educational reimbursements.

Equal Opportunity Employer/Veterans/Disabled

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