E

Ernst & Young

Global professional services: consulting, assurance, tax

Technical Architect - Salesforce-Financial Services Cloud

Implementation & Technical Account ManagementUpdated on Nov 14
Full-timeMontreal, QC, Canada$114k - $171k

About the Job

Requirements

  • A bachelor's degree in information systems, computer science, engineering, or a related discipline, or equivalent practical experience.
  • At least seven years of Salesforce implementation experience, including four years of hands-on Financial Services Cloud deployment and at least two years as an architect or technical lead.
  • Experience leading solution architecture through production for at least two Financial Services Cloud implementations.
  • Deep implementation experience in at least one of wealth management, retail banking, lending, commercial banking, or insurance.
  • Experience integrating Financial Services Cloud with at least one core banking, lending, wealth management, or policy administration platform.
  • Hands-on proficiency with Apex, Flow, Lightning Web Components, SOQL, and Salesforce APIs.
  • Understanding of Data 360 and Agentforce architecture, including their relationship to Financial Services Cloud and enterprise data.
  • Experience leading workshops with clients and multidisciplinary delivery teams.
  • Professional fluency in French and English, both written and spoken.
  • Ability to work in a hybrid arrangement in Montréal and travel to client sites in Québec and elsewhere in Canada as needed.

Responsibilities

  • Own end-to-end Financial Services Cloud solution architecture, including target-state design, data models, integrations, security, environments, and release strategy.
  • Lead architecture discussions with clients, explain design trade-offs, and present recommendations to architecture review boards.
  • Assess existing Salesforce environments, including Financial Services Cloud implementations using managed packages or the standard platform, technical debt, Salesforce multi-org strategy considerations, and dependencies.
  • Define access, sharing, identity management, and data protection controls.
  • Design integrations with core banking, wealth management, lending, insurance, payments, know-your-customer, anti-money-laundering, and document-management systems using APIs and relevant event-driven patterns.
  • Define performance, availability, resilience, monitoring, and support requirements.
  • Apply Salesforce-recommended architecture principles and document architecture decisions, design reviews, and technical quality standards.
  • Determine which capabilities should be supported in Salesforce and which should remain in core banking, loan origination, portfolio management, or policy administration systems.
  • Translate applicable regulatory, privacy, consent, and security requirements into solution controls in collaboration with client risk, compliance, privacy, and security specialists.
  • Support business outcomes through pragmatic process designs, clear allocation of responsibilities, and measurable success criteria.
  • Configure and develop solutions using Flow, Apex, Lightning Web Components, and Salesforce APIs.
  • Develop proof-of-concepts and reference solutions, conduct code reviews, and help the team resolve complex technical issues.
  • Use OmniStudio as needed to create guided journeys, user interfaces, and integration orchestrations.
  • Define environment management, automated testing, and release strategies with development and DevOps teams to establish continuous integration and continuous delivery processes and quality controls.
  • Lead data migration and reconciliation, as well as cutover planning.
  • Participate in sprint planning, demonstrations, user acceptance testing, defect resolution, and production releases.
  • Prepare teams for operational support through documentation, knowledge transfer, and support-service readiness.
  • Identify ways Data 360 and Agentforce can improve customer experience, employee productivity, and service outcomes.
  • Design customer-data use cases, including data ingestion, identity resolution, analytics calculation, segmentation, and activation, in collaboration with data specialists.
  • Design or contribute to Agentforce proof-of-concepts and implementations, including grounding, actions, access controls, testing, and human handoff mechanisms.
  • Integrate responsible AI practices, monitoring, and human review in collaboration with client governance teams.
  • Define integration and consent requirements when solutions connect to Marketing Cloud or customer and partner portals.
  • Lead requirements-analysis and design workshops with business and technology stakeholders in French and English.
  • Translate business needs into solution designs, delivery estimates, and actionable requirements.
  • Support business-development efforts through demonstrations, proposals, and architecture recommendations alongside EY leaders.
  • Mentor consultants and developers to strengthen technical delivery and client communication.
  • Use approved AI-enabled implementation tools to improve productivity while preserving confidentiality, accuracy, and quality.

Desired Qualifications

  • Implementation experience across multiple financial-services domains.
  • Salesforce Application Architect, System Architect, or Technical Architect certification, or another relevant architecture certification.
  • Hands-on Data 360 or Agentforce implementation experience supported by relevant certifications.
  • Experience with OmniStudio, including OmniScripts, FlexCards, Integration Procedures, and Data Mappers.
  • Experience with nCino or another loan and mortgage origination platform.
  • Proficiency with Experience Cloud for customer, borrower, broker, and partner portals.
  • Experience integrating Financial Services Cloud with Marketing Cloud for customer journeys, activation, and consent management.
  • Experience with MuleSoft or comparable enterprise integration experience.
  • Experience with Salesforce CI/CD tools.
  • Knowledge of Canadian financial-services regulation and privacy requirements specific to the relevant domain.
  • Experience with Salesforce Grantmaking or experience with foundations or community investing.

About the Company

Ernst & Young

Global professional services: consulting, assurance, tax

EY (Ernst & Young) provides professional services at a global scale, offering consulting, assurance, tax, and transaction advisory services. It serves clients across industries such as technology, media, real estate, hospitality, and construction. Instead of selling a single product, EY works with clients through tailored engagements where cross-disciplinary teams analyze challenges, design strategies, perform audits, help with tax planning, and assist with mergers or divestitures. What sets EY apart is its worldwide reach and integrated service model, industry-specific expertise, and focus on responsible business practices like sustainability, cybersecurity, and workforce flexibility. EY’s goal is to help organizations improve performance, manage risk, and achieve sustainable growth while building a better working world.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Boston, MA
Founded
1991

Recently Posted Jobs

Explore more opportunities at Ernst & Young

See more jobs