Wealth Salesforce Designer

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

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

U.S. Bank is seeking an experienced Business Systems Consultant with strong Salesforce platform and solution design experience to help build and modernize our Wealth Salesforce ecosystem.

This is an opportunity to play a key role in the development of a modern Wealth Salesforce environment, working across business and technology teams to translate complex business needs into scalable platform solutions. The successful candidate will bring deep Salesforce experience, strong solution and platform design capabilities, and the ability to work effectively with both business stakeholders and technical teams.

The role will support the Wealth Salesforce and Agentforce ecosystem, including Salesforce Financial Services Cloud and integrations and partnerships with RIVA, Marketo, Marketing Cloud, Seismic, and Data360.

Key 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.

Basic 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.

Preferred Skills And Experience

• Hands-on experience working with Salesforce platforms in a complex enterprise environment.
• Experience with Salesforce solution design, platform design, implementation, or modernization.
• Experience with Salesforce Financial Services Cloud.
• Strong understanding of Salesforce platform capabilities, integrations, data flows, and dependencies.
• Demonstrated ability to translate business requirements into technical solutions and explain technical concepts to non-technical stakeholders.
• Experience partnering with business leaders, product teams, architects, developers, and other technology teams.
• Experience with the systems development lifecycle, requirements analysis, workflow/process analysis, system testing, and implementation.

Additional experience that would be valuable:

• Wealth management, banking, or broader financial-services experience.
• Experience with Agentforce, RIVA, Marketo, Marketing Cloud, Seismic, or Data360.
• Experience designing scalable solutions across multiple Salesforce products or integrated platforms.
• Business process modeling and data/process modeling.
• Product or vendor evaluation.
• IT project management.
• Experience working with enterprise technology standards, procedures, policies, security, and compliance requirements.

What Makes This Opportunity Unique

This role provides the opportunity to help build and modernize a Wealth Salesforce environment from the ground up as part of a significant transformation. The person joining the team will have the opportunity to influence platform design early, work with Salesforce Financial Services Cloud, and help establish a foundation that can support the Wealth business as well as future AI capabilities.

Successful applicants will exemplify U.S. Bank's ethical principles of uncompromising integrity, respect for others, accountability for decisions and actions, and good citizenship.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

Posting may be closed earlier due to high volume of applicants.