At a Glance
- Tasks: Lead the architecture of Salesforce solutions in a dynamic financial services environment.
- Company: Join Schroders, a global investment manager with a commitment to innovation and client success.
- Benefits: Flexible working arrangements, inclusive culture, and opportunities for professional growth.
- Other info: Collaborative team environment focused on cutting-edge technology and AI solutions.
- Why this job: Shape the future of Salesforce architecture while making a real impact in finance.
- Qualifications: Extensive Salesforce experience and strong integration architecture skills required.
The predicted salary is between 75600 - 92400 £ per year.
We are seeking an experienced Salesforce Platform Architect with a proven track record of owning the architecture, integrity and technical direction of large-scale Salesforce implementations within global financial services organisations. The ideal candidate combines deep technical mastery of the Salesforce platform with the breadth to think holistically across technology, data and operating model. You will define and own the target-state architecture for the Salesforce ecosystem, set the technical principles and guardrails that engineering teams build within, and make the trade-offs needed to keep the platform scalable, secure, maintainable and cost-effective. A strong understanding of the financial services industry is essential. You should be comfortable operating from pre-programme mobilisation through to production, shaping solution direction on complex change while safeguarding the long-term coherence of the platform.
The Asset Management Platforms department at Schroders is a global technology change delivery function that oversees and executes all technology delivery within the organisation. The Client Engagement team sits within Client Technology and is responsible for all platforms associated with the provision of client relationship management, with a strong emphasis on the Salesforce ecosystem (including Sales Cloud, Service Cloud and Financial Services Cloud). The core team is responsible for understanding business needs, solving complex problems, mobilising and delivering large change programmes, and maintaining the integrity of the Salesforce platform and associated capabilities.
What you'll do
- Own and evolve the end-to-end target-state architecture for the Salesforce platform across both our Public and Private businesses, balancing business value, scalability, security, maintainability and total cost of ownership.
- Lead solution design for complex and early-stage (pre-project) initiatives, translating ambiguous business problems into robust, well-reasoned architectural direction with clear options and trade-offs.
- Own the integration architecture connecting Salesforce with upstream and downstream platforms (APIs, event-driven patterns, middleware such as MuleSoft, ETL and data platforms) to enable joined-up client journeys and high-quality, trusted data.
- Govern platform integrity—data model, security model, governor limits, org strategy, technical debt and release management—ensuring the platform remains performant, secure and sustainable as it scales.
- Take a holistic view of the target state, recognising that the outcome will often include changes to the business operating model and data architecture alongside the technology platform.
- Drive DevOps and CI/CD maturity from an architectural standpoint—branching strategy, environment and sandbox strategy, automated testing and release management—to accelerate delivery and reduce risk.
- Harness emerging AI capabilities—including Salesforce Einstein and Agentforce—to enhance productivity, decision-making and client engagement, guiding practical use cases from concept to a well-architected implementation.
- Ensure architecture reflects the regulatory and compliance context of asset management (for example, data privacy, client communications and marketing compliance).
- Collaborate with and contribute to relevant AMP architecture and delivery communities of practice, helping to define good practice and improve standards and ways of working.
- Work closely with the Client Platform Architect to ensure the Salesforce target state aligns with the wider Client Technology architecture and enterprise architecture direction.
The knowledge, experience and qualifications you need
Essential
- Extensive hands-on Salesforce experience within a large, global financial services organisation, with a proven track record of owning platform-level architecture and technical direction.
- Salesforce Certified Technical Architect (CTA).
- Salesforce Certified Application Architect and System Architect; Deep understanding of Salesforce architecture, data modelling, security, sharing, governor limits, org strategy and platform best practices, with the ability to take a holistic view of the target state across technology, data and operating model.
- Strong integration architecture experience using REST/SOAP APIs, event-driven patterns and middleware such as MuleSoft to connect Salesforce with the wider technology estate.
- Proven experience defining DevOps and CI/CD strategy and tooling (e.g. Git, Copado, Gearset, Azure DevOps), automated testing and release management on the Salesforce platform.
- Strong knowledge and experience of the end-to-end SDLC (Agile, Waterfall, hybrid etc.) Good eye for detail and hands-on experience of producing high-quality architecture artefacts, technical designs and specifications.
- Awareness of how regulatory and compliance requirements (for example, data privacy, client communications, marketing compliance) influence architectural decisions.
Desirable
- Familiarity with sales enablement and content management platforms, ideally Seismic, including content automation, personalisation workflows, analytics and CRM integration.
- Experience within client engagement, distribution or client relationship management functions in an asset or investment management context.
- Understanding of modern technology architectures, including cloud-based platforms and API-driven ecosystems, and how CRM connects with data lakes and analytics platforms.
- Exposure to AI-driven capabilities (Einstein, Agentforce) and how these integrate into platform architecture and client engagement workflows.
What you'll be like
The ideal candidate for the Salesforce Platform Architect role will be a pragmatic and collaborative technical leader who takes pride in engineering craftsmanship while thinking strategically about the long-term health of the platform. You will be comfortable making and defending architectural decisions, balancing business urgency with technical quality, and holding solution direction to account across multiple teams. Your innovative approach will drive the exploration of cutting-edge tools, patterns and AI-enabled solutions, ultimately enhancing platform quality and business outcomes.
We recognise potential, whoever you are. Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic. We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
Salesforce CRM Architect in London employer: Schroders
Schroders Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, a culture that prioritises risk management excellence, and the opportunity to make a meaningful impact on client outcomes while ensuring compliance with regulatory standards. With a focus on fostering a supportive atmosphere, Schroders empowers its team members to grow and excel in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Salesforce CRM Architect in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Schroders. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Schroders.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Schroders. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Salesforce CRM Architect in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Schroders and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Schroders how you can be a team player!
How to prepare for a job interview at Schroders
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Schroders.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Schroders's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
