Senior Salesforce Analyst - Banking & Wealth
The CERES Group
The CERES Group is seeking a Salesforce Business Analyst in Boston, MA. This role involves working with the Salesforce Product Owner to define and execute the Salesforce CRM roadmap, ensuring alignment with business requirements. The ideal candidate will have over 5 years of experience in business analysis within financial services, specifically banking and wealth management. Strong communication skills and expertise in Salesforce are essential for success in this position. #J-18808-Ljbffr The CERES Group
- ...the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from... ...businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including...SeniorLocal area
- ...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...principles, including processes and procedures Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite,...SeniorSalesforcePermanent employmentTemporary workWork at officeFlexible hours
$80k - $110k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...principles, including processes and procedures Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite,...SeniorSalesforcePermanent employmentTemporary workWork at officeFlexible hours- ...prioritize and execute the Fiserv banking products roadmap and... ...managers and business system analysts. Collaborates with... ...matter expertise is required. Wealth Management knowledge is a plus... ...~ Experience working with Salesforce is a plus. ~ Familiarity with...Salesforce
$102k - $163.2k
...matter. Your Impact As Axon's Senior D365 F&O Solutions Analyst, you will be the connective tissue... ...integrations with external systems (EDI, Salesforce, etc.) and ensuring data integrity... ...for sensitive personal information (bank details, Social Security Number)...SeniorSalesforceWork experience placementWork at office$70k - $80k
Description First Line Senior Risk Analyst As the First Line Sr. Risk Analyst, you will participate... ...of testing metrics Proficient use of Salesforce, Alteryx and Tableau Proficient use of... ...merit, qualifications, performance and capability. #J-18808-Ljbffr Citizens BankSeniorSalesforceWork experience placementWork at officeLocal areaRemote workMonday to FridayFlexible hours$137.4k - $233.6k
001 The Northern Trust Company in Boston is looking for a skilled professional to manage complex wealth management banking relationships and develop new client connections. The ideal candidate should have advanced knowledge of the banking industry and strong negotiation...Senior- ...financial institution seeks a Private Banker in Boston to manage client relationships and advise on wealth management. Candidates should have over ten years in Private Banking, strong sales success, and the required financial licenses or the ability to obtain them. The...Senior
$50k - $200k
...Proficiency with professional programs such as Microsoft Suite and Salesforce. ~ Demonstrated skills in analytics and internal/external... ...candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c...SalesforceFull timeWork at officeFlexible hours$126.8k - $244k
...through distinctive leadership. The opportunity The banking and capital markets (BCM) sector is undergoing rapid transformation... ..., operating models, and workforce capabilities. As a Senior BCM Analyst at EY, you will be an expert on key banking topics,...SeniorSummer holidayLocal areaFlexible hours- A leading digital banking company is seeking a Lead Data Analyst to work remotely. You will gather, structure, and analyze data, providing recommendations to management. A Master’s degree in a relevant field and 2+ years of programming experience in data science are required...SeniorRemote work
$150k - $208k
...Senior Marketing Manager Rho is the modern banking platform built for startups. Open accounts in minutes, issue cards, manage expenses, pay bills, and close... ...pipeline, startup customers, attribution in Salesforce. You set the targets and drive them through every motion...SeniorSalesforceWork at officeLocal area- A global professional services firm is seeking a Senior BCM Analyst with 8-12 years of banking or consulting experience. The role involves leading critical insights, engaging with banking leaders, and providing commercial perspectives on industry trends. Candidates should...SeniorRemote work
- ...Technical Systems Analyst Need technical systems analyst with fluency in Spanish. Coordinating developers and understanding of architectural solutions across technologies and Core banking. Partner with SMEs to translate functional use cases to technical specifications...Senior
- ...Private Wealth Client Associate Boston, Massachusetts To proceed with your application... ...18 years of age. Acknowledge ( Bank of America employees are required to meet... ...with Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and...SalesforceSeasonal workWork at officeWork from homeShift workDay shift
$126.8k - $244k
...brand through distinctive leadership. The opportunity The banking and capital markets (BCM) sector is undergoing rapid transformation... ..., operating models, and workforce capabilities. As a Senior BCM Analyst at EY, you will be an expert on key banking topics, contributing...SeniorSummer holidayLocal areaFlexible hours$90k - $128k
Citizens is seeking a Senior Business Analyst in Boston to deliver client-ready commercial banking and treasury solutions. This role requires collaboration across departments to translate product strategies into clear requirements. The ideal candidate has extensive experience...SeniorFlexible hours$25 - $44 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth management and... ...investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill... ...Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and...SalesforceHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine... ...career as we build the future of global banking. If that sounds like you, let's build what... ...treated as a blocker. Your Role As a Senior Corporate Security Engineer, you will be...SeniorSalesforceWorldwide
$125k - $150k
...We are seeking a results‑driven Business Analyst and Project Manager with over ten years... ...process, and data‑driven solutions across Wealth Management, Trust Services, Custody... ...optimization opportunities. Support Salesforce enhancements including workflow automation...SeniorSalesforce$90k - $128k
...Description Senior Business Analyst – Commercial Banking / Treasury Products Job Summary The Senior Business Analyst (SBA) plays a critical role in delivering scalable, compliant, and client‑ready commercial banking and treasury solutions. This role partners...SeniorLocal areaFlexible hours$85k - $160k
Asset & Wealth Management, Private Wealth Management, Business Development Professional... ...financial planning, investment management, banking and comprehensive advice to a wide range... ...for client relationship management in Salesforce Participate in the PWM team's...SalesforceFull timeTemporary workPart time$85k - $100k
...Topco Associates is currently seeking a Senior Category Analyst for the Indirect Spend - Equipment &... ...sourcing programs Leverage CRM Salesforce to track and complete identified category... ...applying, as individuals come with a wealth of experience and talent beyond just the...SeniorSalesforceContract workWork at officeRemote workFlexible hours$130k - $160.58k
...Job Title: Senior Analyst- Trustee Reporting and Controls Location: Houston, TX What you'll do: As a Senior Analyst - Trustee... .... ~ Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration...Senior- ...T. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is leading... ...and grow your career as we build the future of global banking. If that sounds like you, let's build what's next. About the...SeniorSalesforceWork at officeWorldwide3 days per week
$185k - $300k
...Wealth & Investment Management (WIM) is one of the United States' leading providers of financial... ...advisors to support their clients. Banking, Lending, & Trust (BL&T) is a center of... ...drives proactive outreach across CRG, senior Custom Credit team members, non‑wealth partners...SeniorOngoing contractWork experience placementImmediate start$76k - $125.3k
...venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to... ...and tax compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible for delivering tax...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...Business Analyst (BA) With Salesforce Experience Randstad is partnering with a bank that is looking for an expert Business Analyst (BA) with Salesforce experience. The candidate will have excellent communication skills and the ability to collaborate both with business...Salesforce
- ...Sr. Wealth Planner At BBH, partnership is more than a form of ownershipit's our approach to business... ...a Sr. Wealth Planner to join our Private Banking team in Boston. In this role you will collaborate with an existing Senior Wealth Planner in Boston and work directly...SeniorLocal area
$95k - $155k
...Senior Growth Marketing Analyst Do you want to change how the world creates? At Formlabs, we're building... ..., Klaviyo), CRM systems (e.g., Salesforce), analytics tools (e.g., Google... ...Robust equity program to build future wealth through RSUs ~ Comprehensive healthcare...SeniorSalesforceFull timeWork at officeWorldwideFlexible hours
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