Salesforce Solution Architect

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About the role

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients. There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025 & 2026' . I f this sounds like an environment where you would flourish, then read on… The Function & Team The Digital and Technology team's purpose is to provide cutting-edge digital solutions that are safe and reliable whilst improving efficiency and reducing potential risks for everyone at Triple Point. The Digital Transformation team looks after our core systems, the integration between them, and all aspects of data, from the data warehouse to reporting that provides clear insight into trends. It automates manual business processes, adopts emerging technology such as Gen/Adaptive AI, and uses Microsoft 365 tooling to make TP and our TP'ers more efficient. It also manages our outsourced Salesforce developers and quality assurance specialists to ensure delivery quality and pace. The Role As our Salesforce Solution Architect you are a senior member of the in-house Business Systems team and own our customer portals and the end to end journeys that run through them. Your primary remit is to design solutions that let us keep providing outstanding service to investors and IFAs through our digital channels, with streamlined and intuitive UI/UX that meets industry standards. You have ownership of what gets built and how it is delivered, and you set the governance and principles that keep our systems safe and compliant. You own the target architecture and standards, and you make sure development across our internal team and partners follows our best practices, supported by robust DevOps and QA frameworks. The role blends requirements gathering and refinement, solution design, prototyping, and oversight of build, release and quality. The Role’s Key Responsibilities Portal strategy and competitive advantage • Research what investors and IFAs value and how competitors serve them, review the feedback we receive, and recommend ways Triple Point can differentiate its digital services. • Translate findings into a portal roadmap with clear priorities and measurable outcomes, and own that roadmap. Solution design & governance • Provide solution design and decisioning across our suite of products - shaping and reviewing capabilities and making pragmatic day-to-day design decisions that align with our target architecture. • Uphold data protection, security and regulatory requirements in what is designed and released - the Salesforce data model, security and sharing, data quality, and GDPR / UK GDPR and FCA obligations. • Set and uphold development and delivery standards, champion best practices, and mentor and upskill the in-house team. • Provide technical assurance over the delivery partner's build - review deployability, standards adherence, test coverage and quality, and hold delivery to account operationally. End-to-end customer and colleague journeys • Lead the design and continuous improvement of complete journeys across our products, from initial engagement and onboarding, including KYC, through to ongoing servicing. • Design the colleague side of every journey too, including the hand-offs between the portals, Client Operations, Client Services, Distribu

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