JD- 7+ years leading enterprise-scale CRM, FSC, Wealth Management, Insurance, or Customer 360 data programs. • Expertise in Salesforce Financial Services Cloud (FSC) data architecture and data model.
• Experience leading complex migrations from platforms such as Custom Applications, CRM, Wealth Management, Insurance Administration, Client Management, and Advisor platforms.
• Strong understanding of Customer, Household, Relationship, Financial Account, Holdings, Insurance Policy, Activity, and Interaction data domains.
• Experience defining migration strategies involving multiple source systems, APIs, batch feeds, and enterprise integration platforms.
• Proven experience establishing migration volumetrics, reconciliation frameworks, data governance models, and enterprise data operating models.
• Ability to engage effectively with business executives, operations teams, data owners, architects, and engineering teams to drive critical data decisions