Salesforce Financial Analyst Jobs (NOW HIRING)

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 Salesforce Financial Services Cloud 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 August 30, 2026. #LI-AH9
Skills:

• Banking
• Communication
• Requirements Analysis
• Service Cloud
• Wealth Management
• Agile

What you can expect from us:
Together, as owners, let's turn meaningful insights into action.
Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because...
You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction.
Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.
You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
Come join our team-one of the largest IT and business consulting services firms in the world.
Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity, and gender expression, familial status or responsibilities, reproductive health decisions, political affiliation, genetic information, height, weight, or any other legally protected status or characteristics to the extent required by applicable federal, state, and/or local laws where we do business.
CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S., please email the CGI U.S. Employment Compliance mailbox at US_Employment_Compliance@cgi.com. You will need to reference the Position ID of the position in which you are interested. Your message will be routed to the appropriate recruiter who will assist you. Please note, this email address is only to be used for those individuals who need an accommodation to apply for a job. Emails for any other reason or those that do not include a Position ID will not be returned.
We make it easy to translate military experience and skills! Click here to be directed to our site that is dedicated to veterans and transitioning service members.
All CGI offers of employment in the U.S. are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary dependent upon specific assignment and/or level of US government security clearance held. Dependent upon role and/or federal government security clearance requirements, and in accordance with applicable laws, some background investigations may include a credit check. CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances.
CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI's legal duty to furnish information.