Senior Salesforce Business Analyst - Wealth Management
Bay Shore Staffing Inc
A financial services consulting firm in Boston is seeking a Senior Business Analyst with deep Salesforce expertise. This role requires gathering and analyzing business requirements to enhance Salesforce solutions within the wealth management domain. The ideal candidate has at least 5 years of experience and a Salesforce Administrator certification. Competitive compensation and a collaborative environment are offered. #J-18808-Ljbffr Bay Shore Staffing Inc
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Salesforce Business Analyst - Wealth Management in Boston, MA vacancy
$107.45k - $199.55k
...Disciplined Contract Management (DCM) is a core value-generating pillar within... ...modernization across platforms including Salesforce, core claims processing and policy... ...serve as an embedded Technology Business System Analyst (TBSA) / Senior IT Business Analyst to provide...SeniorSalesforceContract workTemporary workWork at officeLocal areaRemote workFlexible hoursManulife Financial
Boston, MA7 hours ago$110k - $140k
...Description Organization RWA Wealth Partners is a boutique wealth management firm that provides... .... Role Overview Senior Tax Accountants are... ...degree or equivalent in a business-related discipline is required... ...Scan, Holistiplan, Salesforce, eMoney, etc. A...SeniorSalesforceWork experience placementWork at officeLocal areaFlexible hoursShift workRWA Wealth Partners LLC
Newton Center, MA20 days ago- ...Senior Business Analyst – Salesforce | Wealth Management About the Role: We are seeking a highly skilled Senior Business Analyst with deep Salesforce expertise to join our team. The ideal candidate will have a proven track record in gathering, analyzing, and translating...SeniorSalesforceFull time
Bay Shore Staffing Inc
Boston, MA5 days ago - WECTEC Staffing Services is seeking a Business Analyst-Level 3 for a 1-year contract in Houston... ...processes, and coordinating with Salesforce and tech teams to deliver enhancements... ...support testing, training, and change management, and explore automation and AI opportunities...SeniorSalesforceContract work
$83.1k - $141.3k
...global leader in innovative wealth management, asset servicing, asset management... ...the three cornerstones of business conduct which we strive to... ...Trust, partnering with senior leaders to translate strategy... ...at scale.The Senior Business Analyst plays a critical role in enterprise...SeniorH1bWork at officeWorldwideFlexible hours$128k - $252.5k
...that are critical to businesses. Your contributions can... ...clients include asset, wealth, and investment... ...including investment managers, broker-dealers, banks... ...financial services industry senior executives, and comfort... ..., Investran, Workday, SalesForce, Market Intelligence experience...SeniorSalesforceLocal areaVisa sponsorship$125k - $180k
...looking for a Growth Marketing Manager to spearhead marketing... ...or lifecycle marketing as an analyst, preferably in a hardware technology... ...Klaviyo), CRM systems (e.g., Salesforce), analytics tools (e.g.,... ...equity program to build future wealth through RSUsComprehensive healthcare...SeniorSalesforceFull timeWork at officeWorldwideFlexible hours$95k - $115k
Morgan Stanley Investment Management (“MSIM”), together... ...worldwide.The Sales Data Senior Associate role sits at... ...’s US Intermediary business. By turning sales data... ...within US Intermediary, wealth management, or advisor... ...systems is preferred (SalesForce)Demonstrated...SeniorSalesforceTemporary workWorldwide- ...expanding health and wellness organization, is seeking a Senior Business Systems Analyst. This is a hands-on role sitting at the heart of their... ...- Has owned a support tech stack end-to-end — Zendesk, Salesforce Service Cloud, or similar - Actually builds things — automations...SeniorSalesforceWork at office
$130k - $150k
SummaryThe Senior Content Marketing Manager is a hands-on writer-producer who executes... ...with portfolio managers, analysts, and investment partners to... ..., asset management, wealth management or a similar regulated... ...Seismic/HubSpot/Marketo), Salesforce familiarity, and basic SEO...SeniorSalesforceFull timeWork at office- ...Senior Salesforce Business AnalystThe Executive Office of Education is seeking a Senior Salesforce Business Analyst to support critical enterprise Salesforce initiatives. This role partners... ...with business stakeholders, project managers, Salesforce administrators,...SeniorSalesforceWork at office
Mindlance
Everett, MA2 days ago $140k - $170k
...bodies and daily lives.WHOOP is hiring a Senior Business Systems Analyst to join the Business Systems team,... ...Testing, training, and change management initiatives for end users. Drive projects... ...teams.Experience with CRM (e.g. Salesforce; Hubspot) and Case Management systems...SeniorSalesforceFull timeWork at officeRelocation- ...Salesforce Business AnalystFounded in 1998 and headquartered in Farmington Hills, MI, Kyyba has a global presence delivering high-quality resources and top-notch recruiting services, enabling businesses to effectively respond to organizational changes and technological...SeniorSalesforceVisa sponsorshipWork visa
Kyyba
Everett, MA3 days ago - A recruitment agency seeks a Sr. Technical Salesforce Business Analyst for a hybrid position in Everett, Massachusetts. The successful candidate will work on critical Salesforce projects, driving success and ensuring customer satisfaction. This role requires extensive experience...SeniorSalesforce
- ...Financial in Boston, MA is seeking an embedded TBSA/Senior IT Business Analyst to provide analytical continuity and... ...Responsibilities include end-to-end requirements management, traceability, and coordinating with Salesforce and core claims systems. #J-18808-Ljbffr Manulife...SeniorSalesforceContract work
$100k
...organic growth partner for wealth management firms. Since launching from... ...Role We're looking for a Senior Account Executive to source... ...advisors grow their businesses. We're a lean, high-velocity... ...discipline, and CRM hygiene (Salesforce or equivalent). ~ Comfortable...SeniorSalesforceFull timeWork at officeFlexible hoursShift workDatalign Advisory Inc.
Cambridge, MAa month ago- ...critical resources they need to grow their business while also making it easy for buyers... ...global manufacturing capacity. The Senior Sales Manager is responsible for supervising and... ...complete information is captured in CRM-Salesforce. Utilize CRM tools to manage and...SeniorSalesforceFull timeWork at office3 days per week
Xometry
Boston, MA1 day ago $105k - $130k
...productivity while reducing business risk. We’re not your... ...world.Why this role?As a Senior Business Systems Analyst (Finance Applications), supporting... ...with business objectives, managing projects from initiation... ...business teams (Salesforce CPQ, NetSuite, Workato, Workday...SeniorSalesforceFull timeWork at officeWork from homeFlexible hours- ...Recorded Future is seeking a Senior Customer Success Systems Analyst (Gainsight) to manage day-to-day administration, optimization, and execution of... ...stakeholder communication. You will partner with business leaders, Salesforce admins, and the Customer Success Systems...SeniorSalesforce
Front Door Defense
Boston, MA2 days ago $170k - $267.5k
...servicing, investment management, and trading. With $57... ...Officer (CRO) for Global Wealth Custody & Clearing in... ...activities for the business, including:Revenue LeadershipSupport... ...needs.Engage with senior client contacts and... ..., CRM platforms (Salesforce preferred), and...SalesforceFull timeTemporary workFlexible hours$100k - $140k
A wealth management firm in Boston is seeking a support role for Wealth Advisor. This position involves delivering exceptional client services... ...skills, as well as proficient use of technologies like Salesforce and Microsoft Suite. The salary range is $100,000-140,000 annually...Salesforce$103.45k - $169.96k
...Guardian is seeking a resolute motivated individual to join our team as a Lead Financial Business Analyst.The Lead Financial Business Analyst for Client Solutions and Wealth Management (CSWM) leads the development of analytics and financial planning initiatives that drive...Full timeH1bWork at officeWork from homeVisa sponsorshipWork visaFlexible hours$90k - $157.5k
Who we are looking forState Street Investment Management is looking for a highly skilled Senior Business Analyst who will be responsible for working with clients and development to create solutions to improve the client experience, the product feature set, and the strategic...SeniorFull timeTemporary workWork at officeFlexible hours$60k - $70k
...alternative investment manager with offices in Boston... ...through three business lines: Audax Private Equity... ...seeking a detail-oriented analyst with a passion for... ...Develop familiarity with Salesforce CRM functionality and... ...activity metrics for senior leadership and investment...SalesforceShift workAudax Group
Boston, MA4 days ago$46 per hour
The Panther Group is seeking a Senior Business Analyst for a hybrid contract to hire opportunity in... ...experience, advanced SQL skills, Salesforce knowledge, and the ability to translate... ...documentation development related to data management and system usage. Serve as a trusted...SeniorSalesforceHourly payContract work- ...help protect homes, strengthen businesses and build a more resilient,... ...products and content management initiatives that enhance user... ...role Marketing Technology- Senior Product Manager requires the... ...QualificationsFamiliarity with Salesforce products and data privacy regulations...SeniorSalesforceFull time
- ...MFS Investment Management seeks a Lead Software Engineer to deliver Salesforce-based CRM solutions. You will advance applications across Apex, LWC, Aura, and declarative tools while ensuring compliance and scalability within a regulated financial environment. Ideal...SeniorSalesforce
MFS Investment Management
Boston, MA5 hours ago $145k - $160k
...the RoleApartment List is hiring a Senior Account Executive (Sr AE) to lead growth... ...will source, open, and close new business with property management companies that are not yet on our platform... ...hygiene and forecasting accuracy in Salesforce, Gong, & other sales tools.Assist...SeniorSalesforceImmediate startRemote work$125k - $175k
Job Summary:The Tax Senior Manager, Digital Transformation & Innovation (DT&I) drives value to the tax practice through the creation, change... ...collect necessary information for project tasksHelps build business cases, both quantitative and qualitative, to support project...SeniorWork at office- ...the job description for your reviewRole: Senior Business AnalystLocation: Quincy, Massachusetts... ...FlowProcess FlowBusiness RulesProject Management PrinciplesBusiness Process ModelingAgile... ...ToolsJob Description:The Business Analyst’s role is to elicit, analyze, specify and...SeniorContract workWork experience placementLocal area
Argyle Infotech
Quincy, MA7 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Salesforce Business Analyst - Wealth Management. Be the first to apply!
Related searches
- public sector business analyst Boston, MA
- knowledge management analyst Boston, MA
- business analyst healthcare Boston, MA
- business strategy analyst Boston, MA
- servicenow business analyst Boston, MA
- business analyst law firm Boston, MA
- configuration management analyst Boston, MA
- pega business analyst Boston, MA
- business analyst Boston, MA
- senior business analyst contract Boston, MA