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
- ...Boston-based University, is in need of a Senior Business Analyst, who will serve as the Director of... ..., and providing direct assistance on Salesforce data model design and system... ...Director, the Senior Business Analyst manages the documentation and lifecycle of data...SeniorSalesforceFull timeContract workTemporary workRemote work
$46 per hour
...The Panther Group is seeking a Senior Business Analyst for a hybrid contract to hire opportunity... ...analysis experience, advanced SQL skills, Salesforce knowledge, and the ability to... ...documentation development related to data management and system usage. Serve as a trusted...SeniorSalesforceHourly payContract work- Goldman Sachs Bank AG is seeking Wealth Management Professionals to provide exceptional client service and operational support in Boston. The role requires interpersonal skills, a commitment to excellence, and the ability to manage client relationships effectively. Applicants...Senior
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- ...closely with teammates and clients, and the ability to problem solve and think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest...SeniorLocal area
$125k - $150k
We are seeking a results‑driven Business Analyst and Project Manager with over ten years of experience delivering... ..., and data‑driven solutions across Wealth Management, Trust Services, Custody... ...opportunities. Support Salesforce enhancements including workflow automation...Salesforce$103k - $140k
...artist in the world. As a Business Systems Analyst , you will join the... ...systems landscape (Salesforce, Shopify, Netsuite,... ...developers to implement. Manage the Product Backlog:... ...introductions. You: Senior-level experience (5+... ...program to build future wealth through RSUs...SeniorSalesforceFull timeWork at officeFlexible hours$75k - $85k
The Business Development Analyst will play a key role in supporting the... ...closely with senior members of the Investor... ...intelligence, and relationship management across the firm's... ..., and private wealth distribution partners... ...platforms such as Salesforce, Juniper Square, Dynamo...SalesforceWork at officeFlexible hours- Corient Private Wealth LLC. in Boston seeks a Senior Wealth Analyst to enhance financial planning for high-net-worth clients. Responsibilities include completing... ...years of experience, and proficiency in tools like Salesforce and Excel. Full benefits include a 401(k) plan and...SeniorSalesforce
$125k - $180k
...Senior Growth Marketing Manager To reinvent an industry, you need to build the best... ...lifecycle marketing as an analyst, preferably in a hardware... ...), CRM systems (e.g., Salesforce), analytics tools (e.g., Google... ...program to build future wealth through RSUs Comprehensive...SeniorSalesforceFull timeWork at officeWorldwideFlexible hours$150k - $190k
Brown Brothers Harriman seeks a Tax Advisor for Wealth Management in Boston, responsible for tax advisory support for high net worth clients. The ideal candidate has over 8 years of experience and is skilled in navigating complex tax matters. This hybrid role requires effective...Senior- ...Senior Salesforce Business Analyst The Executive Office of Education is seeking a Senior Salesforce Business Analyst to support critical enterprise... ...partners closely with business stakeholders, project managers, Salesforce administrators, architects, and development...SeniorSalesforceWork at office
$130k - $150k
...Senior Content Marketing Manager Summary The Senior Content Marketing Manager is a hands... ...with portfolio managers, analysts, and investment partners... ...services, asset management, wealth management or a similar... ...Seismic/HubSpot/Marketo). Salesforce familiarity, basic SEO knowledge...SeniorSalesforceWork at office$80k - $150k
...the operational engine behind our retail wealth distribution effort. This role partners... ...across inquiries, materials, scheduling, and Salesforce documentation. Responsibilities... ...sessions Travel booking and expense report management including submitting, tracking, and...SalesforceRemote workHome officeFlexible hours1 day per week- SMART TECH SKILLS LLC is hiring a Senior Salesforce Business Analyst based in Boston, MA. The candidate will collaborate with stakeholders and teams to enhance Salesforce solutions, ensuring operational efficiency and data-driven decision-making. This role requires gathering...SeniorSalesforce
$100k
...Senior Account Executive Datalign is an AI-native organic growth partner for wealth management firms. Since launching from Cambridge's innovation... ...financial advisors grow their businesses. We're a lean, high-... ...discipline, and CRM hygiene (Salesforce or equivalent). ~...SeniorSalesforceWork at officeFlexible hoursShift work- 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
- ...Administrative Support For Private Wealth Management Provides administrative... ...calendars, including senior-level internal/external meetings... ...interacts with high-level business leaders and clients in a professional... ...with CRM systems such as Salesforce is preferred Highest...SalesforceWork at office
- Job Overview Wealth Custody and Clearing is seeking an experienced Assistant Vice President... ...attribute modifications Support and manage complex account structures, including trusts... ...and maintenance processes Leverage Salesforce and AI‑enabled workflows to improve efficiency...SalesforceTemporary work
$110k - $120k
...and connection, we invite you to explore our opportunities. Senior Manager, Business Development Locations: Boston, Massachusetts; Carmel,... ...development opportunities through the full lifecycle within the Salesforce platform, ensuring accuracy, visibility, and timely...SeniorSalesforceFlexible hours- ...based in Boston, is looking for a Senior Sales Operations Reporting & Insights Analyst to enhance sales reporting... ...You will play a crucial role in managing sales data and collaborating with... ...proficiency with CRM systems like Salesforce. This position offers a competitive...SeniorSalesforceFlexible hours
$80k - $90k
CapTrust Advisors, LLC is seeking a Senior Client Management Associate to provide exceptional client service and support to the Wealth Client Service team in Boston, MA. Responsibilities include assisting with client reviews, maintaining CRM systems, and handling onboarding...SeniorFull timeWork at office- ...Senior Business Analyst The client is seeking an exceptional individual to join the Office for... ...Analyst will work with business users and management to interpret and translate agency... ...highly required that the resource has Salesforce experience and understand basic...SeniorSalesforceWork experience placementWork at officeFlexible hours
- ...analyzing customer challenges, performing root cause analysis, and collaborating with internal teams to drive solutions. The ideal candidate has over 4 years of SaaS support experience, particularly with Salesforce, and a strong technical background. #J-18808-Ljbffr CongaSeniorSalesforceContract work
- ...leading client in Marlborough, MA to hire a Senior Business Systems Analyst / Systems Analyst with deep expertise in Salesforce Sales Cloud and Salesforce CPQ. This role... ...communication, facilitation, and stakeholder management skills. Experience creating business...SeniorSalesforceContract work3 days per week
- Wellington Management seeks a Sales Specialist to power the retail wealth distribution effort by partnering with wholesalers and supporting advisors with inquiries, materials, scheduling, and Salesforce documentation. You will drive day‑to‑day engagement, triage, follow...SalesforceWork at office
$80k - $150k
Wellington Management Company in Boston is looking for a Sales Specialist to enhance retail wealth distribution efforts. This role involves supporting financial advisors through... ...and accurate documentation using Salesforce. The ideal candidate will manage advisor inquiries...Salesforce$70k - $80k
...About Wealth Enhancement Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients. We use team-driven processes that... ...process and how the review is completed. Salesforce experience a plus. Wealthscape experience a significant...SeniorSalesforceFull timeTemporary workWork at officeWork from homeFlexible 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- ...Senior Business Development Manager This is an exciting opportunity to join the New Business Development team within Wood Mackenzie, primarily... ...ensure accurate forecasting and opportunity management. (eg Salesforce and Gong). Product and sector expertise: ~...SeniorSalesforce
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