LouisianaNOW.Jobs
LouisianaNOW.Jobs
51 – 200 Employees
MarketplaceRecruitment
LouisianaNOW.Jobs is a Louisiana-focused jobs portal and talent attraction platform that connects job seekers with employers, career opportunities, and regional economic developments. The site brings together job listings, information about hiring employers and industry sectors, community profiles, and career advice to help people explore work across the state. It also highlights Louisiana’s growing industries and employer investment activity, making it a resource for candidates considering careers in the region and organizations seeking to attract local talent.

Salesforce Business Systems Analyst – Financial Services

Support Salesforce Financial Services Cloud initiatives for banking and wealth-management clients. Analyze workflows, integrations, compliance needs, and delivery validation across CGI consulting projects.

Description

  • 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.

Requirements

  • 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.

Benefits

  • 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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