Wealth Salesforce Designer

U.S. Bank

. Partner with Wealth business leaders, bankers, advisors, relationship managers, technology teams, and Salesforce partners to understand business needs and translate them into platform solutions .

Posted 10/16/2026full-timeUnited StatesSeniorLead💰 $119,765 - $140,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Salesforce platform design and implementation, particularly within the Financial Services Cloud, while effectively translating business needs into technical solutions. Proven ability to collaborate with diverse stakeholders and ensure compliance with enterprise technology standards.

Highest-signal resume keywords

Salesforce Financial Services CloudSalesforce Solution DesignBusiness Process ModelingIT Project ManagementEnterprise Technology Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce Platform CapabilitiesRequirements AnalysisSystem TestingData/Process ModelingScalable Solution Design

Soft Skills

Stakeholder CommunicationCollaborationProblem Solving

Tools & Technologies

AgentforceRIVAMarketoMarketing CloudSeismicData360

Industry Keywords

Wealth ManagementBankingFinancial ServicesCompliance Requirements

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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 scalable, reusable capabilities across the Wealth Salesforce ecosystem
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
Ensure solutions address security, scalability, reliability, observability, and compliance
Translate business requirements into 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 modernization opportunities
Support testing and implementation across complex projects and platform releases
Contribute to platform evolution, including capabilities supporting future AI-enabled solutions

Requirements

What you’ll need

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
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
Knowledge of wealth management, banking, or broader financial-services experience is valuable
Experience with Agentforce, RIVA, Marketo, Marketing Cloud, Seismic, or Data360 is valuable
Experience designing scalable solutions across multiple Salesforce products or integrated platforms is valuable
Business process modeling and data/process modeling
Product or vendor evaluation
IT project management
Experience with enterprise technology standards, procedures, policies, security, and compliance requirements
Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Benefits

Comp & perks

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
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension