Robert Half
Salesforce Portal Owner (Senior Developer)
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Salesforce Portal Owner (Senior Developer) – Investment Management
Permanent | City of London | Hybrid Working
£85,000 - £95,000 + Annual Bonuses & Benefits
A leading and growing financial services organisation is looking for an experienced Salesforce Portal Owner to take end-to-end ownership of its investor and adviser portals.
This is a highly visible, hands-on role sitting at the intersection of Salesforce development, product ownership, UX and data governance. The successful candidate will own the client digital journey across onboarding, applications, illustrations and ongoing servicing, while playing a key role in the modernisation and transformation of the platform.
With the portals handling significant volumes of personal and financial information in a highly regulated environment, the role also carries considerable responsibility for data protection, security, regulatory compliance and data quality.
The Role
The Salesforce Portal Owner will own the roadmap, user experience, development and ongoing evolution of the portal estate.
Key responsibilities will include:
- Taking end-to-end ownership of the investor and adviser digital journeys, including roadmap, UX and delivery.
- Building and maintaining the platform hands-on using Salesforce Experience Cloud, Lightning Web Components, Apex and scheduled jobs.
- Developing and maintaining complex client-facing financial calculations covering illustrations, valuations, interest/return and payment schedules, withdrawals and exit/buyback logic.
- Owning onboarding and application journeys, including KYC/AML, document generation, e-signature and payments.
- Designing and continuously improving the portal experience, with a focus on usability, accessibility and self-service.
- Managing access and authentication, including MFA and SSO, alongside correspondence, notifications, statements and overall data quality.
- Acting as the day-to-day data owner for the portal estate, ensuring strong compliance with GDPR/UK GDPR and FCA requirements, including data-subject requests, retention and access controls.
- Supporting the management of security, privacy and regulatory incidents alongside the DPO and Compliance teams.
- Conducting market and competitor analysis and translating insights into the product roadmap and backlog.
- Supporting portal releases as a secondary deployer within an established DevOps and release framework.
- Using emerging AI tools and AI-assisted development to improve delivery speed, prototyping and design.
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Transformation & Modernisation
The successful candidate will also play a central role in a significant portal transformation programme. Working alongside an external Salesforce delivery partner, they will:
- Shape requirements, acceptance criteria and solution design.
- Provide product ownership and technical assurance throughout the rebuild.
- Lead the modernisation of key portal journeys.
- Drive the development of modern, reusable and composable experiences while maximising existing Salesforce data and capabilities.
- Support DevOps, source control and CI/CD processes under the wider architectural framework.
About the Candidate
The organisation is looking for a technically strong Salesforce professional who combines hands-on development capability with genuine product ownership and a strong understanding of regulated environments. You’ll have a strong background in Salesforce Experience Cloud and ideally have worked within the financial services industry.
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The Opportunity
This is an opportunity to take genuine ownership of a critical client-facing Salesforce platform within a highly regulated financial services environment. The successful candidate will have significant influence over the product roadmap, technology, user experience and data governance, while remaining hands-on with the Salesforce platform.
Within the first year, success will mean delivering a modernised and benchmarked client journey, improving usability and self-service, ensuring accurate and well-tested financial calculations, and establishing a secure, compliant and well-controlled portal estate with clear in-house ownership.
Why Join?
- Join a talented and collaborative Digital & Technology team.
- Take ownership of a high-profile, business-critical Salesforce platform.
- Play a key role in a major portal transformation and modernisation programme.
- Work across Salesforce development, product ownership, UX, data and financial services.
- Opportunity to introduce and utilise emerging AI technologies.
- Competitive salary and comprehensive benefits package.
- Genuine opportunities for professional development and career progression.
- Join an innovative and growing organisation where ideas and initiative are valued.
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