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Support Salesforce Financial Services Cloud initiatives for banking and wealth-management clients. Analyze workflows, integrations, compliance needs, and delivery validation across CGI consulting projects.
संयुक्त राज्य$79,600 – $1,56,700 / वर्ष
रिमोटपूर्णकालिकवरिष्ठलीडआवश्यक भाषा: अंग्रेज़ीव्यवसाय विश्लेषकविवरण
- Partner with Salesforce Product Owners to capture and document requirements for onboarding, relationship management, portfolio tracking, and advisory workflows.
- Convert business needs into functional specifications, user stories, and process flows.
- Compare current-state processes with target Salesforce Financial Services Cloud capabilities through gap analysis.
- Define configuration requirements for Salesforce Financial Services Cloud objects, including Households, Financial Accounts, Financial Goals, Relationship Groups, and Client or Person Accounts.
- Analyze complex relationship models involving households, trusts, beneficiaries, and joint accounts.
- Document requirements for Action Plans, Lightning flows, and automation used in onboarding, KYC/AML checks, and advisory reviews.
- Research and validate requirements for custom objects, Apex, and integrations in collaboration with architects and developers.
- Analyze legacy CRM and core banking data to inform mapping and migration strategies.
- Define integration needs across core banking, portfolio management, custodial, and financial planning platforms.
- Review client and account records to support data integrity and governance.
- Check system configurations against KYC, AML, SEC/FINRA, and GDPR or privacy requirements.
- Work with compliance and risk teams on audit trails, disclosures, and suitability tracking.
- Maintain documentation for internal and external audits.
- Validate use cases and review test evidence in lower environments.
- Support post-deployment validation in production where permitted.
- Work with Product Owners and technical delivery teams throughout the project lifecycle.
- Lead workshops, demonstrations, and training sessions for end users.
- Investigate post-go-live issues and contribute to enhancement recommendations.
- Participate in Agile/Scrum ceremonies, including backlog refinement, sprint planning, and retrospectives.
- Maintain change request documentation, conduct backlog research, and track roadmap delivery.
आवश्यकताएँ
- Salesforce Financial Services Cloud Accredited Professional Certification is required.
- At least 8 years of experience as a Business Systems Analyst, including direct work with banking or wealth-management firms.
- Strong knowledge of wealth-management workflows, including client onboarding, portfolio and account management, and advisory processes.
- Working knowledge of banking operations.
- Familiarity with KYC, AML, FINRA, and SEC regulatory frameworks.
- Strong documentation, process-mapping using BPMN or Visio, and requirements-gathering skills.
- Experience delivering work through Agile methodologies.
- Experience with Salesforce Sales Cloud or Service Cloud is preferred.
- Ability to work remotely from anywhere in the United States.
- Successful completion of a background investigation.
लाभ
- Competitive compensation with a profit participation program.
- Comprehensive medical, dental, and vision coverage.
- Basic life and accidental death and dismemberment insurance.
- 401(k) plan with matching contributions.
- CGI share purchase plan.
- Flexible scheduling and paid accrued vacation of 10 to 20 days per year.
- 10 paid holidays annually.
- At least 80 consecutive hours of paid sick or safe leave.
- Paid parental leave of 20 to 70 consecutive business days.
- Bereavement leave of 1 to 7 days per year.
- Paid jury duty leave for the period summoned.
- Learning opportunities and tuition assistance.
- Wellness and well-being programs.
- Global resources and opportunities across industries, technologies, and geographies.
- Career advancement and skills-development opportunities.
- Reasonable accommodations for qualified individuals with disabilities.
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