Salesforce Business Analyst at Tech9itSolutions | Torre

Salesforce Business Analyst

You'll drive Salesforce innovation in wealth management, shaping critical broker-dealer operations.
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Full-time

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Remote (anywhere)
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Shared by
Cata Morales
about 1 month ago

Requirements and responsibilities


Salesforce Business Analyst role (Remote). Must Have Skills: broker-dealer operations, RIA platforms, Salesforce & Wealth Management. Requirements include proven BI Analyst experience focused on Salesforce implementations in wealth management/broker-dealer environments, strong knowledge of onboarding, portfolio management, and regulatory compliance, experience with Agile methodologies (Scrum/Kanban) and Jira, and strong requirements gathering, documentation, and stakeholder communication. Experience coordinating and supporting UAT cycles. Preferred: Salesforce certifications and familiarity with SEC/FINRA, data governance and data quality frameworks.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)
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