Lead Business Analyst - Salesforce Financial Services Cloud
Location: Chicago, US
Years of Experience: 5-7 Years
Job Summary: We are seeking a Lead Business Analyst with expertise in Salesforce Financial Services Cloud (FSC) to drive business analysis and requirements gathering for wealth management, private banking, and advisor workflows. The ideal candidate will translate complex financial processes into functional user stories and acceptance criteria, ensuring seamless delivery of Salesforce solutions.
Responsibilities:
Perform gap analysis between native Salesforce capabilities and wealth management business needs to recommend declarative vs. custom solution paths.
Build custom reports, dashboards, record types, flow automations, and page layouts to optimize advisor productivity and leadership reporting.
Lead User Acceptance Testing (UAT), script creation, bug tracking, and end-user validation sessions across multi-functional business teams.
Drive change management, end-user training, adoption analytics, and post-implementation support for wealth management advisory teams.
Enforce data governance, privacy compliance (GDPR, CCPA), and security controls across financial records, client PII, and advisor permission sets.
Mandatory Skills:
Salesforce Certified Administrator AND Salesforce Certified Business Analyst (Salesforce FSC Accredited Professional preferred).
Advanced knowledge of Salesforce Financial Services Cloud (FSC), Sales Cloud, Service Cloud, Flow Builder, Reports & Dashboards, Permission Sets & Data Security Model.
Proficiency in MuleSoft / REST API integration concepts, Data Loader, ETL tools, and data mapping with custody platforms and portfolio accounting software.
3+ years of experience in Wealth Management.
Preferred Skills:
Experience in Agile/Scrum environments for managing user story refinement, backlogs, and sprint planning.
Strong communication skills to bridge business stakeholders and technical teams.
Qualifications:
Minimum 5 years of overall Business Systems Analyst experience required.
Direct hands-on Salesforce Administrator or Consultant certification and wealth management domain exposure.
Numbers & Facts
Location
Chicago, IL
Skills
Acceptance Testingunmatched
Accounting Softwareunmatched
Agile Programming Methodologiesunmatched
Application Programming Interface (API)unmatched
Backlog Prioritizationunmatched
Bug Tracking/Defect Managementunmatched
Business Analysisunmatched
Business Solutionsunmatched
Change Managementunmatched
Cloud Computingunmatched
Communication Skillsunmatched
Consultingunmatched
Cross-Functionalunmatched
Customer Acquisitionunmatched
Data Mappingunmatched
Data Modelingunmatched
Database Extract Transform and Load (ETL)unmatched
Financial Servicesunmatched
Gap Analysisunmatched
Information/Data Security (InfoSec)unmatched
Leadershipunmatched
Portfolio Accountingunmatched
Private Bankingunmatched
Process Improvementunmatched
REST (Representational State Transfer)unmatched
Reporting Dashboardsunmatched
Requirements Managementunmatched
Salesunmatched
Sales/Support Engineering (SE)unmatched
Salesforce.comunmatched
Scripting (Scripting Languages)unmatched
Scrum Project Management and Software Developmentunmatched
Software Engineeringunmatched
Sprint Planningunmatched
Systems Analysisunmatched
Wealth Managementunmatched
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