Lead Consultant, WM Technology Enablement

TIAA•Charlotte, NC

13h•Onsite

About The Position

We are seeking a Lead Consultant to join our Wealth Management Technology Enablement team. This critical role requires a strategic thinker who combines deep Salesforce expertise with superior analytical capabilities to drive technology solutions that enable our wealth management business. The ideal candidate will serve as a bridge between business strategy and technical execution, translating complex requirements into scalable, innovative solutions.

Requirements

5 or more years of experience in Business Management, Wealth Financial Services, or Project Management.
3 or more years of experience with writing functional business requirements.
3 or more years of experience with Salesforce.
Experience working as a liaison between business groups.

Nice To Haves

Salesforce Platform Administration Certificate or willingness to obtain it within 12 months.
Experience with Power BI, Tableau, and Excel.
Experience working with Technology teams.
User Acceptance Testing experience.

Responsibilities

Partner with wealth management stakeholders to understand business objectives and translate them into effective Salesforce-based technology solutions.
Lead the design, implementation, and optimization of platforms that enhance advisor productivity, improve client experiences, and drive operational efficiency.
Serve as the subject matter expert on Salesforce capabilities within the wealth management context, staying current on platform innovations and industry best practices.
Apply rigorous analytical methodologies to evaluate business processes, identify improvement opportunities, and quantify the impact of technology initiatives.
Develop data-driven insights that inform strategic decisions and prioritize technology investments.
Create sophisticated models and frameworks to assess solution feasibility, ROI, and risk across complex, multi-stakeholder environments.
Lead end-to-end solution delivery from requirements gathering through implementation and adoption.
Design scalable architectures that integrate Salesforce with existing wealth management systems and workflows.
Collaborate with development teams, architects, and vendors to ensure solutions meet functional requirements while adhering to enterprise standards for security, compliance, and performance.
Build and maintain trusted relationships with senior business leaders, technology partners, and cross-functional teams.
Communicate complex technical concepts in accessible business language.
Facilitate workshops, present recommendations to leadership, and drive consensus across diverse stakeholder groups with competing priorities.
Mentor team members on Salesforce capabilities, analytical techniques, and consulting best practices.
Foster a culture of continuous learning and innovation.
Contribute to the development of team standards, methodologies, and reusable assets that accelerate future delivery.