Director – Advisor Core Platform, Salesforce

Job Description

What is the opportunity? The Director, Advisor Core Platform, COE is responsible for day to day execution of work supporting advisor CRM technology (currently Salesforce.com Financial Services Cloud (a.k.a. Client 360) across Personal and Commercial Banking). In this role, the successful incumbent will act as CRM (Salesforce) expert/SME within the Advisor CRM and Digital Enablement team and work alongside the business to realize on-going business use cases and also be a key part of the Salesforce Center of Excellence (CoE) in delivery methodology, cross collaboration, knowledge sharing, and value realization. The CRM specialist will need to ensure continuous improvement and enhancement of our CRM platform, gathering requirements and feedback, designing scalable best practice solutions, and managing the product road map. This role will provide technical leadership on the business side for the ongoing administration, support, maintenance and implementa...