Salesforce Financial Services Cloud Specialist

Position Description:

CGI is looking for a Salesforce Financial Services Cloud (FSC) expert with deep wealth management experience to play a high-impact role in transforming advisory and investment platforms for leading financial institutions. This is an opportunity to work at the intersection of business and technologypartnering with senior stakeholders to shape client lifecycle processes, optimize business workflows, and translate complex requirements into scalable FSC solutions. If you enjoy owning requirements end-to-end, writing clear user stories (Gherkin preferred), challenging assumptions, and driving consensus in fast-paced environments, this role offers both autonomy and influence.

At CGI, you'll join a global technology and consulting leader with a strong footprint in financial services, where your expertise directly impacts mission-critical wealth and investment platforms. We offer the stability and scale of an established firm combined with the entrepreneurial ownership mindset CGI is known for. In this role, you'll have the opportunity to ramp quickly, deliver meaningful value, collaborate with seasoned professionals, and contribute to solutions that shape the future of wealth management technology in the U.S.

This role can be worked remotely anywhere in the United States.

Your future duties and responsibilities:

Lead business process analysis and optimization across wealth management workflows
Gather, analyze, and document business and functional requirements for Salesforce Financial Services Cloud (FSC) implementations and enhancements
Translate business needs into clear BRDs, functional specifications, user stories (Gherkin preferred), use cases, and process flows
Facilitate requirements elicitation sessions including interviews, workshops, and working sessions with diverse stakeholder groups
Configure and support Salesforce FSC features including flows, dashboards, reports, role-based security, and data mapping
Interpret and apply FSC data models (households, financial accounts, relationships, client profiles) to business use cases
Collaborate with technology teams to ensure requirements are actionable, testable, and aligned with solution design
Support client lifecycle processes including onboarding, suitability, portfolio construction, reporting, and servicing
Ensure regulatory and compliance considerations (KYC, fiduciary obligations, suitability) are incorporated into requirements
Operate independently, quickly ramping up and delivering value with minimal supervision

Required qualifications to be successful in this role:

Strong hands-on experience with Salesforce Financial Services Cloud (FSC) in wealth management, investment advisory, or private banking environments
Solid background in wealth management or investment management operations
Working knowledge of investment products: equities, fixed income, mutual funds, ETFs, alternatives, managed portfolios
Proven experience in requirements gathering and documentation (BRDs, functional requirements, user stories, process diagrams)
Experience translating business requirements into actionable deliverables for technology teams
Strong understanding of Salesforce FSC data model and core platform capabilities
Experience with Agile and/or Waterfall delivery methodologies
Excellent stakeholder management and communication skills (technical and non-technical audiences)
Ability to challenge assumptions, manage competing priorities, and drive consensus
Highly organized, detail-oriented, and comfortable working independently

Desired Skills:
Experience writing user stories in Gherkin format
Experience supporting FSC integrations with downstream systems
Exposure to data migration and data mapping initiatives
Familiarity with reporting and performance analytics in wealth platforms
Prior consulting experience or contract-based delivery experience
Salesforce certifications (FSC, Business Analyst, Administrator, or related)
Experience working with large enterprise financial institutions

Other Information:
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 $69,700.00 - $154,300.00.

CGI's benefits are offered to eligible professionals on their first day of employment to include:

. 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 applications for this position through 2026-04-17.

Skills:

• Financial Management
• Salesforce Integration
• Use Cases
• Use cases

What you can expect from us:

Together, as owners, lets turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, youll 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. Thats why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our companys strategy and direction.

Your work creates value. Youll 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.

Youll shape your career by joining a company built to grow and last. Youll 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 teamone 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! 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 CGIs legal duty to furnish information.