What is the Opportunity?
Wealth Management Canada (WMC) is transforming the end-to-end Advisor Experience, and we're seeking a Senior Manager, Salesforce Solutions to lead our Salesforce platform strategy. In this role, you'll be the driving force behind our relationship hub - connecting capability across client servicing, mobile, portfolio management, wealth planning, and other businesses across WMC.
Salesforce is critical to enabling our Investment Advisors, Counsellors, Associates, and Business Groups to efficiently manage client relationships and deliver exceptional experiences. You'll own the platform's design guidelines, best practices, high-level solutioning and support while collaborating across technology, design, production support, and multiple business groups.
What will you do?
Collaborate with business, product and technology partners to build a best-in-class Salesforce platform aligned with broader enterprise systems and goals
Support 2-3 agile squads from a high-level solutioning perspective, ensuring we leverage out-of-the-box (OOTB) Salesforce functionality
Help lead application design sessions, partnering with product owners and consulting with stakeholders on new requirements and optimization of existing capabilities
Provide support in troubleshooting and resolving technical issues, ensuring stability and performance of Salesforce applications
Develop POCs to evaluate new Salesforce features and partial allocation to hands-on delivery as needed
Actively participate in weekly project status meetings and ensure assigned tasks are completed on time
Work in fully agile environments with BSAs, admins, developers, architects, and QE teams to translate business requirements into Salesforce solutions
Lead and develop a high-performing configuration team, establishing clear individual goals and driving performance management
What will you need to succeed?
Must-Have
5+ years of Salesforce Admin experience in organizations with 2,000+ users
Project management and agile methodology experience
Multiple Salesforce certifications
Strong knowledge of Salesforce Financial Services Cloud and experience using CRM Analytics
Hands-on experience with Salesforce automation tools
Experience deploying changes using tools such as Flosum, Gearset, Copado, or AutoRabit
Nice to Have
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
