[Hiring] Lead Functional Consultant @EPAM Systems

Role Description

We are seeking a Lead Functional Consultant with expertise in Financial Services Cloud. The project involves the design and delivery of a Salesforce Financial Services Cloud (FSC) solution to support and enhance wealth management business processes.

• Lead requirements gathering and analysis with wealth management stakeholders, including advisors, operations, and compliance teams.
• Translate business requirements into detailed user stories, process flows, and solution designs aligned to Salesforce FSC best practices.
• Collaborate closely with architects and developers to ensure solutions are technically feasible, scalable, and aligned with platform capabilities.
• Manage and prioritise the product backlog, ensuring clear traceability from business objectives to delivered functionality.
• Facilitate workshops, sprint ceremonies, and stakeholder reviews to drive alignment and transparency.
• Identify and navigate technical constraints, proposing pragmatic solutions that balance business value and platform limitations.
• Support data modelling and integration discussions, particularly around client data, financial accounts, and external systems.
• Contribute to discovery and continuous improvement efforts, validating assumptions and refining solutions based on user feedback.
• Ensure solutions align with regulatory requirements and industry standards within financial services and wealth management.

Qualifications

• Proven experience as a Salesforce Business Analyst, with strong knowledge of Salesforce Financial Services Cloud.
• Deep understanding of wealth management processes, including client onboarding, portfolio management, advisory workflows, and regulatory considerations (e.g., KYC, suitability).
• Strong technical acumen across Salesforce capabilities (data model, automation, integrations, APIs, and declarative vs programmatic solutions).
• Advanced skills in requirements elicitation, process mapping, and translating business needs into functional and technical specifications.
• Ability to manage complex stakeholder landscapes, balancing priorities across business, compliance, and technology teams.
• Experience working in Agile environments, including backlog management, user story definition, and sprint ceremonies.
• Excellent communication and conflict resolution skills, with the ability to influence senior stakeholders.
• Salesforce Financial Services Accreditation is nice to have.