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Salesforce Engagement Lead

United States, Dallas, Texas · Job Posted April 01, 2026
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Job Description

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
  • Strong knowledge of Salesforce Financial Services Cloud (FSC) – highly desired
  • Familiarity with AI configuration (e.g. Agentforce, Practifi, or similar), advisor productivity tools, or wealth operations systems
  • Understanding of wealth management workflows: onboarding, householding, KYC/AML, suitability, compliance, servicing, and client reviews
  • Experience managing multi‑disciplinary teams (developers, admins, analysts)

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