Wealth Salesforce Designer at U.S. Bank | CA, US | Rezi

Wealth Salesforce Designer at U.S. Bank

Wealth Salesforce Designer

U.S. Bank · CA, US

Yesterday

Wealth Salesforce Designer

U.S. Bank · CA, US

a day ago
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About the Role

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 role is key in developing a modern Wealth Salesforce environment, translating complex business needs into scalable platform solutions, and working with business stakeholders and technical teams.

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.

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.
  • 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.
  • 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.
  • Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Skills

  • Salesforce platform
  • Solution design
  • Salesforce Financial Services Cloud
  • Agentforce
  • RIVA
  • Marketo
  • Marketing Cloud
  • Seismic
  • Data360
  • Scalability
  • Reliability
  • Observability
  • Compliance
  • Systems development lifecycle
  • Requirements analysis
  • Workflow/process analysis
  • System testing
  • Implementation
  • Business process modeling
  • Data modeling
  • Product evaluation
  • Vendor evaluation
  • IT project management
  • Enterprise technology standards
  • Security
  • AI capabilities

Location

  • U.S. Bank

Work Type

  • Hybrid/flexible schedule (3 or more days in office per week)

Experience Level

  • 10 years of experience assessing and documenting business opportunities, requirements, risks, benefits, processes, and application needs.

Education Level

  • Bachelor's degree or equivalent work experience.

Salary/Compensations

  • $119,765.00 - $140,900.00

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from 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 worked, up to 80 hours per calendar year unless otherwise provided by law

About the Company

  • 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.

Equal Opportunity

  • U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
  • U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories.
  • U.S. Bank will consider qualified applicants with arrest or conviction records for employment.
  • U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance.
  • U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).
  • In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.