Salesforce Platform Owner

Key Responsibilities & Qualifications

• Take full ownership of the Salesforce program, leading delivery across all workstreams (CRM, integrations, data, and releases)
• Act as the primary point of contact for AlphaFMC, ensuring effective vendor management, accountability, and alignment on delivery milestones
• Drive end-to-end execution across the delivery lifecycle, including design, build, testing, deployment, and post-go-live stabilization
• Ensure delivery remains aligned to business priorities, timelines, and quality expectations
• Provide hands-on technical leadership across Salesforce development, configuration, and integration activities
• Oversee solution design and architecture decisions, ensuring alignment with enterprise standards and long-term scalability
• Guide development teams (onshore/offshore) on best practices across Apex, LWC, integrations, and data modelling
• Ensure robust implementation of CI/CD, environment strategy, and release management practices
• Own delivery and coordination of integrations between Salesforce and core systems, particularly Addepar and external data platforms
• Ensure data models, data flows, and integrations are designed and implemented with strong governance, quality, and scalability
• Oversee data migration activities, including validation, reconciliation, and production readiness
• Work closely with business stakeholders to ensure requirements are clearly defined, prioritized, and delivered effectively
• Partner with Product Owners and Business Analysts to translate requirements into executable delivery plans
• Manage senior stakeholder expectations, providing clear and transparent updates on progress, risks, and dependencies
• Hold delivery partners accountable for quality, timelines, and outcomes
• Establish and enforce program governance, including sprint cadence, release planning, and design reviews
• Proactively identify and manage program risks, issues, and dependencies
• Ensure robust testing processes (SIT, UAT) and production readiness prior to deployment
• Maintain high standards of documentation across architecture, delivery plans, and key decisions

Qualifications

• 10 + years of experience delivering large-scale technology programs within financial services
• Proven experience leading Salesforce implementations end-to-end, ideally within wealth or asset management
• Strong technical background, with hands-on familiarity across Apex development, integrations, and Salesforce architecture
• Demonstrated experience managing third-party delivery partners (e.g. system integrators) in complex programs
• Deep understanding of wealth management workflows, data structures, and platform ecosystems
• Experience integrating Salesforce with portfolio accounting platforms (e.g. Addepar) strongly preferred
• Strong experience with program governance, release management, and multi-environment deployment strategies
• Experience leading cross-functional teams, including developers, analysts, and business stakeholders across multiple regions
• Ability to operate in a fast-paced, high-visibility environment with competing priorities
• Excellent communication and stakeholder management skills, including experience working with senior leadership