About The Position

o Deep domain expertise in Wealth Management workflows (onboarding, financial planning, KYC). o Experience acting as a Product Owner, managing backlogs, and defining a vision for user experience (UI/UX). o Technical proficiency in Salesforce configuration, specifically with Roles, Profiles, and Permission Sets. o Ability to map complex business processes to Salesforce standard and custom objects. o Experience with Salesforce Financial Services Cloud (FSC). o Background in UX design principles or wireframing tools (e.g., Figma, Lucid).

Requirements

  • Deep domain expertise in Wealth Management workflows (onboarding, financial planning, KYC)
  • Experience acting as a Product Owner, managing backlogs, and defining a vision for user experience (UI/UX)
  • Technical proficiency in Salesforce configuration, specifically with Roles, Profiles, and Permission Sets
  • Ability to map complex business processes to Salesforce standard and custom objects
  • Experience with Salesforce Financial Services Cloud (FSC)
  • Background in UX design principles or wireframing tools (e.g., Figma, Lucid)
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