Salesforce Business Analyst Category: Business Analysis (functional and technical)
Main location: United States, Illinois, Chicago
Position ID:J0526-1916
Employment Type: Full Time
Position Description: Join a collaborative team driving Salesforce-powered transformation in the wealth management space. You will work directly with an experienced internal lead to deliver against an active backlog of high-impact Salesforce Financial Services Cloud work - with the autonomy to shape solutions and the support of a tight-knit team.
The role is based out of our Chicago office, offering a balanced hybrid schedule and the chance to deepen your FSC expertise in a real-world, business-critical environment.
Your future duties and responsibilities:• Partner directly with the internal lead to work through and deliver against the existing Salesforce backlog.
• Design, configure, and implement solutions on Salesforce Financial Services Cloud to support wealth management business processes.
• Translate business requirements into well-architected Salesforce configurations and customizations.
• Support data models, workflows, automation, and reporting tailored to wealth-management use cases (client/household relationships, financial accounts, goals, opportunities, referrals).
• Collaborate with business stakeholders to clarify requirements, demo solutions, and iterate based on feedback.
• Contribute to backlog grooming, story refinement, estimation, and sprint planning.
Required qualifications to be successful in this role:• In-depth, hands-on experience with Salesforce Financial Services Cloud
• Strong Wealth Management domain knowledge in a Salesforce context
• Familiarity with Salesforce data modeling, Flow, security, and Lightning App Builder
• Ability to be on-site in Naperville 2-3 days per week
• Strong communication skills and ability to work directly with an internal lead
• Experience integrating Salesforce with custodial / portfolio / financial planning systems
Preferred Qualifications
• Experience working in an Agile delivery environment (Scrum or Kanban).
• Salesforce certifications, particularly Financial Services Cloud, Administrator, or Platform App Builder.
Other Info:
CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward for merit-based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $79,600 - $153,300.
• Competitive compensation including profit participation program
• Comprehensive medical, dental, and vision benefits
• Basic life and accidental death & dismemberment insurance
• Matching contributions through 401(k) plan, and CGI share purchase plan
• Flexibility and paid accrued vacation leave, ranging from 10 to 20 days per year, based on job level, years of relevant prior experience, and years of service
• 10 paid holidays per year
• At least 80 consecutive hours of paid sick/safe leave (except where applicable state/local law requires more)
• Paid parental leave, ranging from 20 to 70 consecutive business days based on circumstances of leave and applicable laws
• Bereavement leave, ranging from 1 to 7 days per year based on relationship.
• Paid jury duty leave, up to time summoned
• Learning opportunities and tuition assistance
• Wellness and Well-being programs
For more detailed information about our benefits offerings visit Benefits | CGI Careers
Please note that the benefits listed above are subject to change based on the specific terms and conditions of the contract being supported.
CGI anticipates accepting resumes through June 30, 2026.
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Skills: - Banking
- Communication
- Requirements Analysis
- Service Cloud
- Wealth Management
- Agile
