The Business Analyst of PWM Product Management will be focused on Salesforce product delivery and offerings to support our Wealth Management sales organizations. Key priorities will be increasing user engagement and capabilities of the PWM Salesforce Financial Services Cloud platform.

This role will require exceptional communication skills and the ability to work collaboratively with a variety of business stakeholders and Information Services teams. Primary responsibilities will include gathering requirements from business partners, writing user stories, and participating in pre/post release testing.

What you will do as a Business Analyst, PWM Product Management, Salesforce:

- Work with the business to come up with solutions for improvements to the Salesforce platform-

-Document and translate business requirements into efficient solutions

- Perform data analysis in support of platform improvements and engagement

- Develop documentation and training materials to ensure full understanding and use of Salesforce for the business users

- Support project planning and managing of business team deliverables

- Collaborate with management to ensure timely and successful resolution of project issues

- Attend/Coordinate/Lead meetings as required

- 5+ years of business analysis experience in the implementation of process design and project management

- 5+ years of enhancing wealth management or financial services technology platforms to support business goals

- 3+ years designing and implementing solutions for Salesforce Financial Services Cloud platforms

-Ability to groom stories, UAT Testing

-Self-directed and driven, with an ability to work on multiple projects simultaneously with minimal direct supervision

-Hands on experience with Jira and Confluence- working in an Agile environment

- Highly organized with excellent verbal and written communication skills

- Able to be flexible as needs change, moving seamlessly between the strategic and the tactical, while maintaining focus on our end-users needs

-Strong analytical and problem-solving skills