Lead Business Analyst

Insight Global; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

An established industry player is on the lookout for a Lead Business Analyst with extensive expertise in Salesforce Financial Services Cloud. This pivotal role involves collaborating with stakeholders to map business requirements and ensuring effective integration within the Salesforce ecosystem. The successful candidate will drive technology modernization initiatives in the Wealth Management sector, working closely with diverse teams to deliver impactful solutions. If you are passionate about leveraging your Salesforce knowledge to enhance business processes and thrive in a collaborative environment, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k with Employer Matching

Paid Sick Leave

Flexible Spending Accounts (FSA)

Health Savings Account (HSA)

Qualifications

• 8+ years of experience as a Business Analyst in wealth management.
• In-depth knowledge of Salesforce FSC for modernization projects.

Responsibilities

• Elicit and document business requirements for Salesforce solutions.
• Collaborate with cross-functional teams for accurate product positioning.

Skills

Salesforce Financial Services Cloud

Business Analysis

Agile Project Management

Communication Skills

Data Management

Tools

Confluence

JIRA

MS Office Suite

Power BI

Job description

Insight Global is seeking a Lead Business Analyst with expertise in Salesforce Financial Services Cloud (FSC) and industry experience in Wealth Management. This role is critical to driving the success of multiple large projects in the Wealth Management space and insurance modernization initiatives. The successful candidate should have the confidence to work closely with stakeholders to map business requirements for Salesforce FSC solutions, ensuring effective integration and data management. The role will involve working closely with team members and stakeholders to add value and drive successful outcomes in technology modernization projects.

Key Responsibilities:
- Elicit and document business requirements in order to construct personas, identify user profiles, and align to user stories or compose a record/client in Salesforce.
- Map data and databases within the Salesforce ecosystem, ensuring seamless integration and effective data management.
- Collaborate with cross-functional teams, including sales, product, analysts, legal, and PR, to deliver accurate positioning and storytelling of products and solutions.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail] . The EEOC "Know Your Rights" Poster is available here .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Required Skills & Experience
- 8+ years of experience as a Business Analyst with expertise on Salesforce solutions, in wealth management domains.
- Must have in-depth knowledge of Salesforce FSC to gather requirements and support wealth modernization and insurance modernization projects.
- Proficiency in Agile project management tools (Confluence, JIRA) and advanced MS Office Suite (Excel, PowerPoint, Outlook, Word, Power BI).
- Excellent written and verbal communication skills for productive discussions collaborative, requirements gathering, and problem solving.
- Salesforce certifications and hands on experience in large scale Salesforce modernization projects.

Plusses
- Working knowledge and industry experience in Institutional Insurance and Life Insurance.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.