Overview
The Salesforce Business Analyst will work closely with business stakeholders to define requirements, map wealth management workflows, and support enhancements to client’s Salesforce instance. This role ensures solutions meet advisory, operational, and regulatory needs.
Key Responsibilities
- Gather and document requirements from Advisors, Client Service Associates, Operations, and Compliance teams.
- Translate business needs into user stories, acceptance criteria, and solution designs.
- Map current-state and future-state wealth advisory workflows (onboarding, KYC, householding, servicing, reviews).
- Partner with Developers and Admin to ensure AI features meet business objectives.
- Develop reporting and dashboard requirements for advisors and leadership.
- Lead UAT planning, execution, and feedback triage.
- Assist with change management and user enablement efforts.
Skills & Experience
- Understanding of Salesforce Financial Services Cloud (FSC)
- Familiarity with AI configuration (e.g. Agentforce, Practifi, or similar) for workflow automation and advisor productivity insights
- Experience in banking or wealth management environments.
- Ability to translate regulatory or compliance requirements into system capabilities.
- Excellent communication and stakeholder‑management skills.