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Salesforce Business Analyst | NYC | Hybrid WFH

USA, New York

  • Up to 140000 USD
  • Business Analysts Role
  • Skills: business analyst, ba, analyst, technical, salesforce, private wealth management, banking, finserv, financial, finance, sfdc, implementation, PWM
  • Level: Mid-level

Job description

Salesforce Business Analyst | NYC | Hybrid WFH


Salesforce Business Analyst

New York City (or San Francisco) | Hybrid (2-3 days WFH)

Job Description

The Business Analyst will be focused on Salesforce product delivery and offerings to support client's Wealth Management sales organizations. Key priorities will be increasing user engagement and capabilities of the Salesforce Financial Services Cloud platform.

This role will require exceptional communication skills and the ability to work collaboratively with a variety of business stakeholders and Information Services teams. Primary responsibilities will include gathering requirements from business partners, writing user stories, and participating in pre/post release testing.

Role & Responsibilities
  • Work to come up with solutions for improvements to the Salesforce CRM platform;
  • Document & translate business requirements into efficient and effective solutions;
  • Perform data analysis in support of platform improvements;
  • Support project planning and managing of business team deliverables;
  • Collaborate with management to ensure timely and successful resolution of project issues;
  • Attend/Coordinate/Lead meetings & trainings, as required.

Skills & Qualifications
  • 2-5+ years of business analysis experience in the implementation of process design and project management, preferred;
  • 2-5+ years of enhancing wealth management or financial services technology platforms preferred;
  • Experience designing and implementing solutions for Salesforce Financial Services Cloud platforms, preferred;
  • Familiarity working in an Agile/Scrum environment;
  • Highly organized with excellent verbal and written communication skills;
  • Strong analytical and problem-solving skills.

  • Competitive compensation
  • Generous Benefits: PTO, 401k Match, Health/Dental/Vision/AD&D Insurance, Errand Running Service and more...
  • Greenfield implementation project = career growth opportunity
  • Hybrid work going forward (2-3 flex days)

If this is a position that you could see yourself in and you are looking for a company that wants to invest in you, Apply now to get an immediate response! Interviews are being scheduled this week.

*No third parties.* This is a permanent, full-time opportunity. Sponsorship available for qualified candidates.

Client is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations. Client will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

Mason Frank International Ltd is an established market leading recruitment business. We solely specialize within the market place, and have a proven reputation in delivering both permanent and contract professionals throughout America. We have a ride and diverse client base consisting of the most respected Consulting practices and End Users.

To discuss this and other exciting opportunities in more detail, please send your CV to

Mason Frank International Ltd is acting as an employment agency in relation to this vacancy