Field Salesforce Consultant
About The Position
Manulife Wealth is seeking a Field Salesforce Consultant to join the Field Technology Services team supporting their Salesforce Financial Services Cloud offering within advisor practices. This is a client-facing consulting role focused on onsite branch engagements. The consultant will assess current-state workflows, identify gaps and adoption barriers, and recommend practical solutions across process, training, and platform usage. They will plan and deliver in-branch workshops and hands-on coaching, align stakeholders on a target-state approach, and help branches execute follow-through actions that improve productivity and consistent usage. The role also involves acting as a conduit to the Continuous Delivery Organization, translating onsite insights into clear requirements and prioritization input to better align platform capabilities with the needs of financial advisors and wealth management operations.
Requirements
- 5+ years of hands-on experience with the Salesforce platform.
- Financial Services Cloud experience (1+ year) and strong understanding of wealth workflows; experience supporting end users in a regulated environment.
- Proven consulting/client engagement experience (e.g., leading onsite discovery, facilitating workshops, presenting recommendations, and driving follow-through).
- Comfort operating in a field-based role with regular travel to advisor branches (up to 40%), working independently and representing the team on-site.
- Excellent communication, analytical, and problem-solving skills.
Nice To Haves
- Salesforce certifications preferred (e.g., Salesforce Administrator, Financial Services Cloud Accredited Professional, Data Architect).
Responsibilities
- Lead onsite discovery at advisor branches (stakeholder interviews, workflow observation, process mapping) to assess current-state usage and identify gaps
- Develop and present branch-specific recommendations (quick wins and longer-term actions) across process, training, and Salesforce configuration/usage to improve adoption and efficiency
- Facilitate onsite enablement (workshops, role-based coaching, walkthroughs, job aids/knowledge articles) and tailor content to each branch’s needs
- Define engagement outcomes with branch stakeholders (adoption goals, success metrics, follow-up actions) and drive accountability through post-visit check-ins
- Translate onsite insights into clear requirements/user stories, partner with the Continuous Delivery Organization on prioritization, solution options, and release readiness communications
- Partner with internal stakeholders (Field Technology, Operations, Compliance, and Product/Delivery teams) to align engagement plans, communications, and rollout/readiness activities
Benefits
- health insurance
- dental insurance
- mental health insurance
- vision insurance
- short- and long-term disability insurance coverage
- life and AD&D insurance coverage
- adoption/surrogacy benefits
- wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- paid holidays
- vacation days
- personal days
- sick days
- full range of statutory leaves of absence
- opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
