Salesforce Business Analyst

Salesforce Business Analyst

Join a collaborative team driving Salesforce-powered transformation in the wealth management space. You will work directly with an experienced internal lead to deliver against an active backlog of high-impact Salesforce Financial Services Cloud work — with the autonomy to shape solutions and the support of a tight-knit team. The role is based out of our Chicago office, offering a balanced hybrid schedule and the chance to deepen your FSC expertise in a real-world, business-critical environment.

• Partner directly with the internal lead to work through and deliver against the existing Salesforce backlog.

• Design, configure, and implement solutions on Salesforce Financial Services Cloud to support wealth management business processes.

• Translate business requirements into well-architected Salesforce configurations and customizations.

• Support data models, workflows, automation, and reporting tailored to wealth-management use cases (client/household relationships, financial accounts, goals, opportunities, referrals).

• Collaborate with business stakeholders to clarify requirements, demo solutions, and iterate based on feedback.

• Contribute to backlog grooming, story refinement, estimation, and sprint planning.

• In-depth, hands-on experience with Salesforce Financial Services Cloud

• Strong Wealth Management domain knowledge in a Salesforce context

• Familiarity with Salesforce data modeling, Flow, security, and Lightning App Builder

• Ability to be on-site in Naperville 2–3 days per week

• Strong communication skills and ability to work directly with an internal lead

• Experience integrating Salesforce with custodial / portfolio / financial planning systems

• Competitive compensation including profit participation program

• Comprehensive medical, dental, and vision benefits

• Basic life and accidental death & dismemberment insurance

• Matching contributions through 401(k) plan, and CGI share purchase plan

• Flexibility and paid accrued vacation leave, ranging from 10 to 20 days per year, based on job level, years of relevant prior experience, and years of service

• 10 paid holidays per year

• At least 80 consecutive hours of paid sick/safe leave (except where applicable state/local law requires more)

• Paid parental leave, ranging from 20 to 70 consecutive business days based on circumstances of leave and applicable laws

• Bereavement leave, ranging from 1 to 7 days per year based on relationship.

• Paid jury duty leave, up to time summoned

• Learning opportunities and tuition assistance

• Wellness and Well-being programs