Salesforce FSC Business Systems Analyst for Wealth Mgmt

Insight Global; Chicago (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

Insight Global is seeking a skilled Business Systems Analyst with Salesforce FSC certification to partner with stakeholders and technical teams. You will translate business needs into clear user stories, data mappings, and functional documentation, while supporting sprint planning and backlog refinement.

The role emphasizes data analysis across multiple systems, including Salesforce enhancements and platform optimization, with a focus on wealth management processes and enterprise transformation

Qualifications

• Must have Salesforce FSC certification or equivalent, with strong business analysis background.
• Wealth management or banking sector experience is highly preferred.
• Proven ability to translate business needs into technical requirements and user stories.

Responsibilities

• Gather, analyze, and document requirements with stakeholders and product owners.
• Create and manage user stories, process flows, and functional specs.
• Support Agile ceremonies: sprint planning, backlog grooming, and retrospectives.

Skills

Salesforce experience

Business Systems Analysis

Agile/Scrum

Data analysis

Requirements gathering

Stakeholder communication

Education

Salesforce FSC certification

Tools

Salesforce

Data mapping tools

Job description

Insight Global is seeking a skilled Business Systems Analyst with Salesforce FSC certification to partner with stakeholders and technical teams. You will translate business needs into clear user stories, data mappings, and functional documentation, while supporting sprint planning and backlog refinement.

The role emphasizes data analysis across multiple systems, including Salesforce enhancements and platform optimization, with a focus on wealth management processes and enterprise transformation