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LouisianaNOW.Jobs
LouisianaNOW.Jobs
51 – 200 Angajați
Piață onlineRecrutare
LouisianaNOW.Jobs este un portal de locuri de muncă și o platformă de atragere a talentelor axată pe statul Louisiana, care conectează persoanele aflate în căutarea unui loc de muncă cu angajatori, oportunități profesionale și evoluții economice regionale. Site-ul reunește oferte de muncă, informații despre angajatorii care fac angajări și sectoarele industriale, profiluri ale comunităților și sfaturi pentru carieră, ajutându-i pe oameni să exploreze oportunități de lucru în întregul stat. De asemenea, evidențiază industriile în creștere din Louisiana și activitatea de investiții a angajatorilor, fiind o resursă pentru candidații care iau în considerare o carieră în regiune și pentru organizațiile care doresc să atragă talente locale.
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Locurile de muncă ale companiei

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.

USStatele Unite ale Americii
79.600 $ – 156.700 $ / an
RemoteNormă întreagăSeniorLiderLimbă Obligatorie: englezăAnalist de afaceri
Cloud

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • 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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