Salesforce FSC Business Analyst - Wealth Management (Hybrid)
CGI Njoyn
CGI Njoyn in Chicago is seeking a Salesforce Business Analyst to drive transformation in the wealth management space. You will work directly with an experienced lead to deliver Salesforce Financial Services Cloud solutions while collaborating with a supportive team. The ideal candidate has hands-on Salesforce experience, strong communication skills, and knowledge of wealth management processes. This role offers a hybrid work schedule, competitive compensation, and comprehensive benefits. #J-18808-Ljbffr
$79.6k - $153.3k
...Salesforce Business Analyst Category: Business Analysis (functional and technical) Main... ...transformation in the wealth management space. You will work directly... ...office, offering a balanced hybrid schedule and the chance to deepen your FSC expertise in a real-world, business...SalesforceFull timeWork at officeLocal area2 days per week3 days per week$60k - $90k
Ritholtz Wealth Management LLC in Chicago is seeking a Client Service Associate to enhance client... ...onboarding processes. This is a hybrid position requiring regular in-person collaboration... ...and is well-versed in using tools like Salesforce and Microsoft Office. The salary ranges...SalesforceWork at office$105k - $180k
...80,000 Assistant Vice President, Business Analyst Location: Chicago, IL Department:... ...plays a critical role in product management and coverage for Private Wealth and Front Office technology functions... ...maps, and data flow diagrams. Salesforce Ownership: Serve as the primary...Salesforce$79.6k - $153.3k
...Salesforce Business Analyst Category: Business Analysis (functional and technical... ...powered transformation in the wealth management space. You will work directly... ...office, offering a balanced hybrid schedule and the chance to deepen your FSC expertise in a real-world, business...SalesforceFull timeContract workWork at officeLocal area2 days per week3 days per week$70.8k - $136.2k
...order - J0526-1915 - Permanent Full Time Title: Senior Business Analyst – Wealth Management Category: Business Analysis (functional and technical) City... ...intelligent solutions (RPA, ML, AI). The role offers a hybrid work arrangement in Chicago, IL (2 days onsite per week)...SuggestedPermanent employmentFull timeLocal area2 days per week- ...sales conversations. Key responsibilities include managing accounts, booking discovery meetings, and maintaining Salesforce data. Candidates should have 1–3 years of... ...comprehensive benefits package, an unlimited PTO policy, and a hybrid work environment. #J-18808-Ljbffr...Salesforce
$125k - $175k
...for our Data, AI, and Wealth Tech teams to build and... ...multiple wealth‑management systems into a unified... ...engineering, AI enablement, and business impact, requiring... ...such as Tamarac, eMoney, Salesforce FSC, tax tools, AI... ...outcomes. Participate in a hybrid work model, attending...SalesforceFull timeWork at officeImmediate startFlexible hours1 day per week$35.4k - $56.6k
...Business Development Manager - Retail Services (Hybrid) The Retail Services Business Development Manager is an outside sales role focused on driving net... ...Accurately input and maintain customer records in Salesforce to ensure accurate and ongoing outreach. Update...SalesforceMinimum wageWork at officeLocal areaImmediate start$45k - $65k
...in Chicago who will support our sales team by managing administrative tasks and enhancing client relationships. This hybrid role emphasizes effective communication and... ...Strong time management skills and proficiency in Salesforce are essential. Salary ranges from $45,000 to...Salesforce$55k
...invest in your future. U.S. Wealth is responsible for the... ...wholesaler(s) to develop and maintain business relationships with financial... ...Advisor Workstation and Salesforce.com a plus Ability to work... ...type of renumeration. DWS' Hybrid Working model is designed to...SalesforceWork at officeLocal areaWork from home- ...to support its Healthcare & Water Technologies business in a hybrid format. The successful candidate will manage transactional accounts and collaborate closely with... .... Strong skills in communication and CRM (Salesforce) are essential. You will enjoy purpose-driven work...Salesforce
$155k - $170k
...West Loop/Fulton Market area) hybrid within the next 6-9 months.... ...drive demand and create new business opportunities. Simultaneously... ...aspirations. As an SDR Outbound Manager, you’re focused on coaching... ...Outreach, Salesloft, Mixmax, Salesforce, LI Sales Navigator, Zoominfo...SalesforceWork at officeRemote work3 days per week$82.08k - $193.44k
...Capgemini is looking for a Salesforce Consumer Goods Cloud Technical Architect in Chicago. This hybrid role will lead the technical design and architecture for implementing Salesforce Consumer Goods Cloud. The ideal candidate should have 10+ years of Salesforce architecture...Salesforce- ...contract to hire opening for a Senior SaaS Project Manager/Business Analyst. This is a contract-to-hire hybrid role which requires three days onsite (T, W, TH)... ...must. Our client has multiple SaaS products like Salesforce, Docusign and others. They value someone who can...SalesforceContract workWork at office
- ...creating donor reports, maintaining strong relationships, and managing records using Salesforce. Candidates should possess a Bachelor's degree and at... ...proficiency in Microsoft Office. This position offers a hybrid work schedule and is located in Hyde Park, Chicago. #J-18...SalesforceWork at office
- ...grocery retail company is seeking a Data Governance Manager in Chicago, IL. This role focuses on data integrity within Salesforce and involves implementing best practices for... ...interpersonal skills. The position offers a hybrid work schedule, combining in-person and remote...SalesforceRemote work
- ...Operations Focused – Hybrid We are seeking a Head... ...an existing team of Salesforce administrators, process... ...applications engineers, and data analysts into a high-performing... ...Cloud), document management (Docusign, FormTitan,... ...complex, tech-enabled business to consumer company...SalesforceLocal area
- ...Solutions is seeking a Customer Success Manager to enhance customer relationships and ensure successful platform adoption. This hybrid role involves collaborating with diverse... ...presentation skills, and proficiency in Salesforce. The position offers a comprehensive benefits...Salesforce
- ...Capgemini is seeking a Project Manager specializing in Salesforce technologies. This hybrid role is based in Chicago and entails managing Salesforce projects using agile methodologies to ensure deliverables, cost, schedule, and quality are met. The ideal candidate will...Salesforce
- ...Decision Education. This position involves managing relationships with high-capacity donors... ...significant gifts, and proficiency in Salesforce. The role includes benefits such as medical... ...days of paid time off annually, with a hybrid work model for local candidates. #J-1880...SalesforceLocal areaRemote work
$60k - $85k
A wealth management firm is seeking a Client Service Specialist in Chicago to serve as the main point of contact for clients. Responsibilities... ..., and managing client documentation through systems like Salesforce. Ideal candidates should possess a Bachelor’s degree and...Salesforce- ...Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity... ...digital initiatives with broader business objectives and client needs.... ...technology (MarTech) stacks, including CRM (Salesforce), Marketing Automation (Marketo/Pardot...Salesforce
$55k
...Description: Our Business Development Representatives... ...CRM platforms like Salesforce, Outreach, Gong, and 6... ...Business Development Manager. What you'll do:... ...that people come with a wealth of experience and talent... ...take advantage of a hybrid solution across ShipBob...SalesforceFull timeInternshipLocal areaRemote workFlexible hours$110k - $120k
...ASSOCIATION EXECUTIVES INC is looking for a Business Development Senior Manager to join their New Business & Industry... ...skills, and proficiency in Salesforce. Expected compensation ranges from $110,000 to $120,000 with a hybrid work environment. #J-18808-Ljbffr KENTUCKY...Salesforce$60k - $85k
Corient Services LLC in Chicago seeks a professional to manage client interactions and support within our wealth management platform. The role requires effective... ...should have a Bachelor’s degree and experience in Salesforce and relevant software. This position offers a...Salesforce$180k
...Dentons is seeking a Business Development Manager to support its Corporate practice group in Chicago. This hybrid role involves developing marketing strategies, managing business development activities, and collaborating with BD professionals across the firm's global...Local area- ...based in Chicago is looking for a Senior Manager of Revenue Recognition. In this role,... ...management skills. This position offers a hybrid work model, requiring in-office presence... ...three days a week, alongside various employee benefits. #J-18808-Ljbffr salesforce.com, inc.SalesforceWork at office3 days per week
- ...promoting innovative legal solutions. Ideal candidates will have strong communication skills, experience with Salesforce, and thrive in a fast-paced environment. The position offers a competitive salary plus benefits in a hybrid working model. #J-18808-Ljbffr Litera GroupSalesforce
- Parts Town in Chicago is seeking a Business Development Specialist to drive revenue... ...customers while utilizing Salesforce for pipeline management. This role requires a proactive individual... ...strong communication skills. Enjoy a hybrid work schedule along with comprehensive...Salesforce
$76.51k - $103.51k
...Manufacturer Business Development Manager As the fastest-growing distributor of restaurant equipment, HVAC and residential appliance parts, we... ...virtual tour and culture! Quarterly profit-sharing bonus Hybrid work schedule Team member appreciation events and...Casual work
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