Wealth Salesforce Designer

US Bank; Minneapolis (MN); On-site; USD 110,000 - 165,000; Full time

Job summary

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.

The role offers a path to shape an enterprise-scale Wealth Salesforce environment, working across business and technology teams to translate complex needs into scalable platform solutions. The successful candidate will bring deep Salesforce experience, solid solution and platform design capabilities, and the

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of experience in business analysis, requirements, risks, and benefits.
• Hands-on Salesforce platforms experience in a complex enterprise.

Responsibilities

• Partner with Wealth business leaders and tech teams to translate needs into platform solutions.
• Design and support scalable Wealth Salesforce ecosystem capabilities.
• Build a modern Wealth Salesforce environment leveraging Financial Services Cloud.
• Support integrations across Salesforce, Agentforce, RIVA, Marketo, Marketing Cloud, Seismic, Data360.
• Establish reusable platform design standards for long-term growth.
• Ensure security, scalability, reliability, observability, and compliance.
• Translate requirements into clear technical direction for stakeholders.
• Collaborate with development teams on design, implementation, testing, and issue resolution.
• Evaluate processes and platform capabilities for modernization.

Skills

Stakeholder management

Architectural thinking

Requirements analysis

System testing

Education

Bachelor's degree or equivalent work experience

Tools

Salesforce

Salesforce Financial Services Cloud

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