Salesforce Solutions Architect for Wealth Management

LHH

San Francisco (CA)

On-site

USD 180,000 - 240,000

Full time

2 days ago

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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.