Business Analyst with Salesforce Exp

Lissolutions1

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New York, NY, us on site Until 8/22/2026 First posted March 27, 2025 Last posted March 27, 2025
Job description

Our client is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. 

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. This institution can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.  Technology works as a strategic partner with our client’s business units and the world's leading technology companies to redefine how we do business in ever more global, complex, and dynamic financial markets. Our client’s sizeable investment in technology results in quantitative trading systems, cutting-edge modelling and simulation software, comprehensive risk and security systems, and robust client-relationship capabilities, plus the worldwide infrastructure that forms the backbone of these systems and tools. Our insights, our applications and infrastructure give a competitive edge to clients' businesses—and to our own.  Institutional Corporate Technology (ICT) is part of Technology. This group is responsible for developing enterprise applications for a diverse set of businesses including Fixed Income, Equities, Commodities, Investment Banking, Research, and Global Capital Markets. In addition, ICT provides technology solutions for client-aligned groups and company-wide divisions, such as Finance and Operations, post-trade functions within the Institutional Securities Group and standardized data and enterprise-wide services to provide leverage to the Firm's businesses. 

Business Analyst with Salesforce experience. 


• Must have salesforce crm implementation experience 
• Experience in wealth management strongly preferred 
• Strong understanding of financial service cloud and marketing cloud required 
• Must have experience in an agile environment as well as agile. 
• Excellent communication skills 
• Experience writing functional and non-function documents, process flows 
• Must have collaborated with QA/UAT/DEV/PM to support project function 
• Should be able to support weekend deployments as needed. 
• 7-10 years of experience

Bachelors

All your information will be kept confidential according to EEO guidelines.

About this role

Summary

Analyze and support Salesforce CRM implementations in a financial services environment.

Job title

Business Analyst with Salesforce Exp

Experience level

7-10 years

Industry

finance

Location requirements

New York, NY, US; remote not specified

Salary

Not specified

Management role

No

Skills & keywords

Required skills

salesforce crm implementationfinancial services cloudmarketing cloudagilecommunicationfunctional documentationnon-function documentationprocess flowscollaboration with QA/UAT/DEV/PM

Preferred skills

wealth management

Specializations

salesforcewealth managementfinancial services cloudmarketing cloud
Locations

Structured locations inferred from the posting.

New York, NY, USA

On-site City