Job Title: BA - Wealth Management & Salesforce/FSC
Location: Plano, TX (Local candidates, 5 days office mandatory)
Duration: Long Term Contract
Overall experience – 10 years
JD:-
Seeking a Business Analyst with 6–10 years of experience, strong Wealth Management domain expertise, and hands-on Salesforce/Financial Services Cloud exposure, with experience in account servicing, case management, workflows, APIs/integrations, and Agile delivery.
Must have skills:- Wealth Management + Salesforce/FSC + Business Analysis + Account Servicing/Case Management + API/Integration
Key Responsibilities
Partner with business stakeholders, Product Owners and technology teams to elicit, analyze and document business and functional requirements.
Translate business needs into user stories, acceptance criteria, process flows, use cases and functional specifications.
Analyze Wealth Management processes involving client accounts, Financial Advisors, customer service teams and account-servicing journeys.
Define requirements for Salesforce capabilities including case management, case types, servicing workflows, notifications, communication templates, audit trails and omnichannel or skill-based routing.
Define data and integration requirements across Salesforce, account-opening platforms, Wealth Management platforms and external systems.
Facilitate requirement workshops, process walkthroughs, gap assessments and solution-validation sessions.
Support backlog refinement, sprint planning, UAT preparation and execution, defect triage and business sign-off.
Collaborate with Salesforce developers, configurators, architects and integration teams to ensure requirements are correctly understood and implemented.
Maintain end-to-end traceability across requirements, solution design, test scenarios and delivered functionality.
Required Qualifications and Skills
6–10 years of experience as a Business Analyst or Business Systems Analyst in banking or financial services.
Strong understanding of Wealth Management, including client and account servicing, advisor workflows and service operations.
Experience working with Salesforce; Financial Services Cloud experience is strongly preferred.
Understanding of Salesforce Case Management, workflow, routing, notification and audit capabilities.
Demonstrated ability to create business requirements, functional requirements, user stories, acceptance criteria, process flows and use cases.
Experience defining requirements for APIs, system integrations and data movement between Salesforce and external platforms.
Experience in Agile/Scrum delivery, backlog refinement, sprint ceremonies and UAT.
Strong analytical, facilitation, stakeholder-management and written and verbal communication skills.
Preferred Qualifications
Experience supporting a large US bank or Wealth Management organization.
Experience with account-opening, onboarding or CRM-driven account-servicing platforms.
Knowledge of Financial Advisor, internal service-team and client communication workflows.
Salesforce Certified Business Analyst, Salesforce Administrator or Financial Services Cloud certification.
Ability to work effectively with distributed business and technology teams in a regulated environment.
