Senior BA & PM - Wealth Tech, Salesforce

CFS; Boston (MA); Hybrid; USD 125,000 - 150,000; Full time

Job summary

CFS in Boston is seeking a senior Business Analyst / Project Manager to lead strategic technology and operational initiatives across Wealth Management, Trust Services, Custody Operations, and Investment Accounting.

The role acts as a key liaison among business stakeholders, technology teams, executive leadership, and external vendors, driving projects from concept through implementation with a focus on process automation and AI-enabled tooling.

Qualifications

• 10+ years of experience within Wealth Management, Trust Services, Custody Operations, or Investment Accounting.
• Strong Business Analysis experience including requirements gathering, process mapping, and solution design.
• Project and Program Management experience utilizing Agile and/or Waterfall methodologies.
• Proven experience leading technology implementations, platform upgrades, and systems integrations.
• Strong understanding of financial services regulations, controls, and compliance requirements.
• Salesforce CRM experience from a Business Analyst, Product Owner, or Administrator perspective.
• Experience with Global Plus and/or Trust Accounting platforms preferred.
• Excellent stakeholder management, communication, and relationship-building skills.
• Ability to translate complex business requirements into effective technical solutions.
• Strong presentation skills with experience partnering with executive leadership.

Responsibilities

• Lead strategic technology and operational initiatives across wealth management and trust platforms.
• Drive requirements gathering, workflow analysis, process mapping, and solution design efforts.
• Manage project plans, timelines, budgets, risks, milestones, and deliverables.
• Serve as the primary liaison between business units, technology teams, and external vendors.
• Support a major Salesforce implementation and integration initiative.
• Identify opportunities for process automation and operational efficiency improvements.
• Implement AI-enabled tools to enhance workflow automation, onboarding, document management, and productivity.
• Support Global Plus and trust accounting platforms through reporting, integrations, and data validation activities.
• Deliver user training, business documentation, and change management support.
• Assist with management and optimization of internal information-sharing and collaboration platforms.

Skills

Business Analysis

Project Management

Agile Methodologies

Waterfall Methodologies

Salesforce CRM

Stakeholder Management

Communication

Executive Collaboration

Tools

Global Plus

Trust Accounting Platforms

Job description

CFS in Boston is seeking a senior Business Analyst / Project Manager to lead strategic technology and operational initiatives across Wealth Management, Trust Services, Custody Operations, and Investment Accounting.

The role acts as a key liaison among business stakeholders, technology teams, executive leadership, and external vendors, driving projects from concept through implementation with a focus on process automation and AI-enabled tooling.