Salesforce Business Analyst

Salesforce Business Analyst
Contract (C2C/W2)
Remote

Must Have Skills: broker-dealer operations, RIA Platforms, Salesforce & Wealth Management .

Required Qualifications
•    Proven experience as a Business Analyst with a strong focus on Salesforce implementations.
•    Experience working in wealth management, RIA, or broker-dealer environments.
•    Strong understanding of financial services processes including client onboarding, portfolio management, and compliance.
Preferred Qualifications
•     Salesforce certifications (e.g., Salesforce Administrator, Business Analyst, or related).
•    Familiarity with financial regulatory requirements (SEC, FINRA).
•    Experience with data governance and data quality frameworks.