At the company, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with the company gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
The company is seeking an experienced Business Systems Consultant with strong Salesforce platform and solution design experience to help build and modernize our Wealth Salesforce ecosystem.
This is an opportunity to play a key role in the development of a modern Wealth Salesforce environment, working across business and technology teams to translate complex business needs into scalable platform solutions. The successful candidate will bring deep Salesforce experience, strong solution and platform design capabilities, and the ability to work effectively with both business stakeholders and technical teams.
The role will support the Wealth Salesforce and Agentforce ecosystem, including Salesforce Financial Services Cloud and integrations and partnerships with RIVA, Marketo, Marketing Cloud, Seismic, and Data360.
Responsibilities
Partner with Wealth business leaders, bankers, advisors, relationship managers, technology teams, and Salesforce partners to understand business needs and translate them into effective platform solutions. [
Design and support capabilities across the Wealth Salesforce ecosystem, with a focus on creating scalable, reusable solutions.
Help design and build a modern Wealth Salesforce environment leveraging Salesforce Financial Services Cloud.
Support platform capabilities and integrations across Salesforce, Agentforce, RIVA, Marketo, Marketing Cloud, Seismic, and Data360.
Establish and evolve platform design standards and reusable capabilities to support long-term ecosystem growth.
Ensure solutions are designed with security, scalability, reliability, observability, and compliance in mind.
Translate business requirements into clear technical direction and communicate technical considerations effectively to business stakeholders.
Partner with technology and application development teams on solution design, implementation, testing, and issue resolution.
Evaluate existing processes and platform capabilities and identify opportunities for improvement and modernization.
Support testing and implementation activities across complex projects and platform releases.
Contribute to the continued evolution of the platform, including capabilities that can support future AI-enabled solutions.
Basic Qualifications
Bachelor's degree or equivalent work experience.
At least 10 years of experience assessing and documenting business opportunities, requirements, risks, benefits, processes, and application needs.
Preferred Skills and Experience
Hands-on experience working with Salesforce platforms in a complex enterprise environment.
Experience with Salesforce solution design, platform design, implementation, or modernization.
Experience with Salesforce Financial Services Cloud.
Strong understanding of Salesforce platform capabilities, integrations, data flows, and dependencies.
Demonstrated ability to translate business requirements into technical solutions and explain technical concepts to non-technical stakeholders.
Experience partnering with business leaders, product teams, architects, developers, and other technology teams.
Experience with the systems development lifecycle, requirements analysis, workflow/process analysis, system testing, and implementation.
Additional experience that would be valuable:
Wealth management, banking, or broader financial-services experience.
Experience with Agentforce, RIVA, Marketo, Marketing Cloud, Seismic, or Data360.
Experience designing scalable solutions across multiple Salesforce products or integrated platforms.
Business process modeling and data/process modeling.
Product or vendor evaluation.
IT project management.
Experience working with enterprise technology standards, procedures, policies, security, and compliance requirements.
What Makes This Opportunity Unique
This role provides the opportunity to help build and modernize a Wealth Salesforce environment from the ground up as part of a significant transformation. The person joining the team will have the opportunity to influence platform design early, work with Salesforce Financial Services Cloud, and help establish a foundation that can support the Wealth business as well as future AI capabilities.
Successful applicants will exemplify the company's ethical principles of uncompromising integrity, respect for others, accountability for decisions and actions, and good citizenship.
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .
Benefits
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here .