Wealth Salesforce Designer
About The Position
U.S. Bank is seeking an experienced Business Systems Consultant with strong Salesforce platform and solution design experience to help build and modernize its Wealth Salesforce ecosystem. The role works across business and technology teams to translate complex business needs into scalable platform solutions. The position supports the Wealth Salesforce and Agentforce ecosystem, including Salesforce Financial Services Cloud and integrations and partnerships with RIVA, Marketo, Marketing Cloud, Seismic, and Data360. It offers the opportunity to influence platform design early in a significant transformation and help establish a foundation for the Wealth business and future AI-enabled capabilities. The role follows a hybrid/flexible schedule, with an expectation to work in the office three or more days per week and flexibility to work outside the office for the other days.
Requirements
- 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.
Nice To Haves
- 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.
- 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.
- 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 experience.
- Product or vendor evaluation experience.
- IT project management experience.
- Experience working with enterprise technology standards, procedures, policies, security, and compliance requirements.
Responsibilities
- Partner with Wealth business leaders, bankers, advisors, relationship managers, technology teams, and Salesforce partners to understand business needs and translate them into platform solutions.
- Design and support capabilities across the Wealth Salesforce ecosystem, focusing on scalable, reusable solutions.
- Help design and build a modern Wealth Salesforce environment using 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 account for security, scalability, reliability, observability, and compliance.
- Translate business requirements into clear technical direction and communicate technical considerations 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.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
