At a Glance
- Tasks: Lead the design of Salesforce solutions for a major digital transformation in banking.
- Company: Join a leading UK bank driving innovation in financial services.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on agile delivery and stakeholder engagement.
- Why this job: Shape the future of banking with cutting-edge Salesforce technology.
- Qualifications: Proven experience as a Salesforce Functional Architect in financial services.
The predicted salary is between 50000 - 65000 £ per year.
A leading UK bank is seeking an experienced Salesforce Functional Architect to support a major digital transformation programme. You will own the end-to-end functional design of Salesforce solutions across Financial Services Cloud, OmniStudio and Experience Cloud, translating complex business and regulatory requirements into scalable, secure and user-focused platform designs.
Key Responsibilities
- Own and evolve the Salesforce functional architecture blueprint
- Translate business requirements into end-to-end functional designs
- Define business processes, user journeys, data models and platform behaviours
- Advise on the appropriate use of Salesforce out-of-the-box functionality, configuration and customisation
- Design solutions across Financial Services Cloud, OmniStudio and Experience Cloud
- Partner with Business Analysts to improve user stories, acceptance criteria and traceability
- Work with Product Owners to support prioritisation and delivery decisions
- Collaborate with Technical Architects to ensure functional designs are technically viable
- Lead workshops with senior business, technology, risk and compliance stakeholders
- Maintain functional design artefacts and ensure alignment with Salesforce best practice
- Support agile delivery through backlog refinement, sprint planning and story readiness
Essential Experience
- Significant Salesforce delivery experience as a Functional Architect, Solution Architect or Senior Salesforce Functional Consultant
- Strong hands-on experience with Salesforce Financial Services Cloud
- Detailed understanding of the FSC data model, including Financial Accounts, Contacts, Households, Relationship Groups and Referrals
- Experience delivering FSC use cases such as customer onboarding, customer 360, case management, wealth management or asset management
- Practical experience with Salesforce OmniStudio/Salesforce Industries, including: OmniScripts, FlexCards, DataRaptors, Integration Procedures
- Strong Salesforce Lightning, Flows, security model and configuration experience
- Experience delivering Salesforce solutions within banking or regulated financial services
- Strong requirements engineering, process mapping and functional design capability
- Experience writing and validating user stories and acceptance criteria
- Confident workshop facilitation and senior stakeholder engagement skills
- Experience working in agile teams using Azure DevOps or Jira
Highly Desirable
- Experience designing Experience Cloud portals
- Knowledge of SAML, OIDC and customer authentication patterns
- Understanding of Salesforce DevOps and release management
- Experience contributing to a Salesforce Centre of Excellence or Community of Practice
- End-to-end financial services customer onboarding experience
- Wealth or asset management Salesforce implementation experience
Preferred Certifications
- Salesforce Service Cloud Consultant
- Salesforce Sales Cloud Consultant
- Salesforce Financial Services Cloud Accreditation
- Salesforce Functional Architect
Salesforce Architect - Functional - Banking in London employer: Rothstein Recruitment Ltd
Join a leading UK bank that prioritises innovation and employee development, offering a dynamic work culture where your expertise as a Salesforce Architect will directly contribute to transformative digital initiatives. With a strong focus on collaboration and professional growth, you will have access to comprehensive training programmes and the opportunity to engage with senior stakeholders, ensuring your contributions are valued and impactful. Located in a vibrant financial hub, this role not only provides competitive benefits but also fosters a supportive environment for career advancement in the banking sector.
StudySmarter Expert Advice🤫
We think this is how you could land Salesforce Architect - Functional - Banking in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Rothstein Recruitment Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Salesforce Architect - Functional - Banking in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Rothstein Recruitment Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Rothstein Recruitment Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Rothstein Recruitment Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Rothstein Recruitment Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Rothstein Recruitment Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Rothstein Recruitment Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
