BA - Wealth Management & Salesforce/FSC

SwankTek Inc.; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

SwankTek Inc. in Plano, TX seeks a Senior Business Analyst for Wealth Management with Salesforce Financial Services Cloud experience to translate business needs into user stories and define integration requirements.

You will partner with stakeholders, product owners and tech teams, document requirements, guide backlog refinement and support UAT, while ensuring end-to-end traceability across solutions.

Qualifications

• 6–10 years of experience as a Business Analyst in banking or financial services.
• Deep Wealth Management knowledge including advisor workflows and servicing.
• Experience with Salesforce; Financial Services Cloud preferred.
• Understanding of Salesforce Case Management, workflow, routing and audit capabilities.
• Proven ability to create BRs, FRs, user stories and acceptance criteria.
• Experience defining requirements for APIs and data movement between Salesforce and external platforms.
• Background in Agile/Scrum delivery, backlog refinement and UAT.

Responsibilities

• Partner with stakeholders, Product Owners and tech teams to elicit and document requirements.
• Translate business needs into user stories, acceptance criteria, processes and use cases.
• Analyze Wealth Management processes involving client accounts and advisor workflows.
• Define requirements for Salesforce capabilities including case management and routing.
• Define data and integration requirements across Salesforce and external systems.
• Facilitate workshops, gap assessments and solution-validation sessions.
• Support backlog refinement, sprint planning, UAT preparation and defect triage.
• Collaborate with Salesforce developers and integrations to ensure correct implementation.
• Maintain end-to-end traceability across requirements, design and delivered functionality.

Skills

Wealth Management knowledge

Stakeholder management

Strong communication

Analytical thinking

Requirements analysis

Tools

Salesforce

Financial Services Cloud

APIs & data movement

Job description

Job Title: BA - Wealth Management & Salesforce/FSC Location: Plano, TX (Local candidates, 5 days office mandatory) Duration: Long Term Contract Overall experience – 10 years JD:-

Key Responsibilities

• Partner with business stakeholders, Product Owners and technology teams to elicit, analyze and document business and functional requirements.
• Translate business needs into user stories, acceptance criteria, process flows, use cases and functional specifications.
• Analyze Wealth Management processes involving client accounts, Financial Advisors, customer service teams and account-servicing journeys.
• Define requirements for Salesforce capabilities including case management, case types, servicing workflows, notifications, communication templates, audit trails and omnichannel or skill-based routing.
• Define data and integration requirements across Salesforce, account-opening platforms, Wealth Management platforms and external systems.
• Facilitate requirement workshops, process walkthroughs, gap assessments and solution-validation sessions.
• Support backlog refinement, sprint planning, UAT preparation and execution, defect triage and business sign-off.
• Collaborate with Salesforce developers, configurators, architects and integration teams to ensure requirements are correctly understood and implemented.
• Maintain end-to-end traceability across requirements, solution design, test scenarios and delivered functionality.

Required Qualifications and Skills

• 6–10 years of experience as a Business Analyst or Business Systems Analyst in banking or financial services.
• Strong understanding of Wealth Management, including client and account servicing, advisor workflows and service operations.
• Experience working with Salesforce; Financial Services Cloud experience is strongly preferred.
• Understanding of Salesforce Case Management, workflow, routing, notification and audit capabilities.
• Demonstrated ability to create business requirements, functional requirements, user stories, acceptance criteria, process flows and use cases.
• Experience defining requirements for APIs, system integrations and data movement between Salesforce and external platforms.
• Experience in Agile/Scrum delivery, backlog refinement, sprint ceremonies and UAT.
• Strong analytical, facilitation, stakeholder-management and written and verbal communication skills.

Preferred Qualifications

• Experience supporting a large US bank or Wealth Management organization.
• Experience with account-opening, onboarding or CRM-driven account-servicing platforms.
• Knowledge of Financial Advisor, internal service-team and client communication workflows.
• Salesforce Certified Business Analyst, Salesforce Administrator or Financial Services Cloud certification.
• Ability to work effectively with distributed business and technology teams in a regulated environment.