Solutions Architect – Salesforce

at Stifel
Published December 19, 2023
Location New York, NY
Category Default  
Job Type Full-time  


Job Summary

The Solution Architect-Salesforce is responsible for the design and architecture of the overall Salesforce Solution aligned to the business requirements of Stifel's business leaders and product owners. The Solution Architect works directly with business stakeholders to define workflow and needs and oversees solution conceptualization and design in coordination with technical and business partners. The Solutions Architect-Salesforce is responsible for designing quality, scalable, and performant solutions and will lead the following but not limited to data modeling, information sharing, multi-component solutions, Salesforce configuration, user experience, deployments, and environment management.

Essential Duties and Responsibilities

  • As a key contributor on a project team, guide stakeholders through implementing Salesforce solutions.
  • Engage stakeholders to understand desired business outcomes and define success criteria.
  • Articulate to stakeholders the value of recommended solutions and approaches.
  • Lead discovery and requirements refinement sessions to uncover business, functional, and technological requirements.
  • Design elegant, innovative Salesforce solutions involving configuration of Salesforce and Managed Packages, creation and refinement of complex data models, external integration, business process automation, and other custom functionality.
  • Draft custom development specifications and manage the delivery and testing of the functionality by Development resources.
  • Interact with vendors to support integration between the groups involved.
  • Coordinate with the Architecture Team to ensure cohesive direction aligned on delivery.
  • Work with software developers and other end users to ensure technical compatibility.
  • Establish and assist in adherence to Salesforce development standards.


  • Solid knowledge of key B2B, B2C, and hybrid business model levers.
  • Solid understanding of key concepts of user-centered design and design thinking.
  • Solid knowledge of Agile development methodologies.
  • Solid understanding of writing and consuming web services.
  • Experience with business process definition, best practices, and reengineering.
  • Experience with data migrations from third-party systems to Salesforce.
  • Experience designing or building Salesforce integrations with third-party applications.
  • Ability to work with multiple approaches to solving a problem and choosing the most appropriate solution.
  • Excellent communication skills, analyzing capabilities, and management skills.
  • Ability to multi-task to address various and often conflicting priorities in a fast-paced environment.
  • Ability to demonstrate a proactive approach to problem resolution, strong troubleshooting, and problem-solving skills.

Education & Experience

  • Bachelor's Degree in Computer Science, Engineering, Business, or related field; or equivalent experience required
  • 6+ years of hands-on experience with Salesforce solution design required
  • 3+ years of experience with Salesforce implementation in the Financial Service industry.

Licenses & Credentials

  • Certified Administrator (ADM-201) or equivalent experience.
  • Certified Sales Cloud Consultant or equivalent experience.

Systems & Technology

  • JavaScript Libraries/Frameworks (Angular, jQuery).
  • Salesforce Sales Cloud.
  • Lightning Experience.
  • SOQL.
  • SQL.

Salary:$151,000 - $226,000 per year

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit our Stifel Benefits website.

About Stifel

Stifel is a more than 130 years old and still thinking like a start-up.We are a global wealth management and investment banking firm serious about innovation and fresh ideas.Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.