Wealth Salesforce Architect

U.S. Bank; Los Angeles (CA); On-site; USD 120,000 - 141,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid time off

Parental leave

Disability insurance

Job summary

U.S. Bank is seeking an experienced Business Systems Consultant to help build and modernize a Wealth Salesforce ecosystem.

You will translate complex business needs into scalable platform solutions, collaborating with business leaders and technical teams across Wealth Salesforce, Financial Services Cloud, and related integrations. The role focuses on design, implementation, and modernization of the Wealth Salesforce environment, with emphasis on security, reliability, and future AI-enabled

Qualifications

• Bachelor's degree or equivalent work experience.
• At least 10 years of experience assessing and documenting business opportunities, requirements, risks, benefits, processes, and application needs.

Responsibilities

• Partner with Wealth business leaders, bankers, advisors, relationship managers, technology teams, and Salesforce partners to understand business needs and translate them into effective platform solutions.
• Design and support capabilities across the Wealth Salesforce ecosystem, with a focus on creating scalable, reusable solutions.
• Help design and build a modern Wealth Salesforce environment leveraging Salesforce Financial Services Cloud.
• Support platform capabilities and integrations across Salesforce, Agentforce, RIVA, Marketo, Marketing Cloud, Seismic, and Data360.
• Establish and evolve platform design standards and reusable capabilities to support long-term ecosystem growth.
• Ensure solutions are designed with security, scalability, reliability, observability, and compliance in mind.
• Translate business requirements into clear technical direction and communicate technical considerations effectively to business stakeholders.
• Partner with technology and application development teams on solution design, implementation, testing, and issue resolution.
• Evaluate existing processes and platform capabilities and identify opportunities for improvement and modernization.
• Support testing and implementation activities across complex projects and platform releases.
• Contribute to the continued evolution of the platform, including capabilities that can support future AI-enabled solutions.

Skills

Salesforce knowledge

Platform design

Stakeholder comms

Security & compliance

Salesforce integration

Education

Bachelor's degree or equivalent work experience

Tools

Salesforce

RIVA

Marketo

Marketing Cloud

Seismic

Data360

Job description

U.S. Bank is seeking an experienced Business Systems Consultant to help build and modernize a Wealth Salesforce ecosystem.

You will translate complex business needs into scalable platform solutions, collaborating with business leaders and technical teams across Wealth Salesforce, Financial Services Cloud, and related integrations. The role focuses on design, implementation, and modernization of the Wealth Salesforce environment, with emphasis on security, reliability, and future AI-enabled