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We are seeking an experienced Engagement Lead to oversee a Salesforce Pod supporting the Wealth Management division for a regional banking client. This leader will drive strategy, delivery execution, stakeholder alignment, and governance for a complex Salesforce enhancement initiative.
Job Responsibility:
Lead delivery of a multi‑role Salesforce Pod supporting Wealth Management initiatives
Partner with Wealth, Operations, Compliance, and Advisor teams to define roadmap and requirements
Ensure alignment of Salesforce solutions with banking regulations and wealth advisory workflows
Oversee design, development, testing, integrations, and deployment activities
Provide executive‑level reporting, risk management, and project governance
Requirements:
Proven leadership on Salesforce programs within financial institutions