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HAS TO SIT IN EITHER SAN DIEGO, CHARLOTTE OR NYC - 3X ONSITE A WEEK

LPL Financial is seeking a Senior Salesforce Business Solution Analyst to join our growing team focused on transforming service and support operations through Salesforce innovation. This role is ideal for someone who blends deep Salesforce platform knowledge with strong business analysis skills and thrives in a fast-paced, collaborative fintech environment. You’ll work closely with stakeholders across Service, Operations, and Sales, as well as cross-functional teams including Product Owners, Engineers, Architects, and QA, to design and deliver impactful Salesforce solutions that drive efficiency, automation, and business value.

What You'll Do

+ Collaborate with business owners to gather and document requirements, identify gaps, and translate needs into Salesforce solutions.

+ Analyze and optimize existing business processes to improve efficiency and automation.

+ Design functional and technical Salesforce solutions using Apex, Lightning, and APIs.

+ Create user stories, acceptance criteria, mockups, process flows, and data mappings.

+ Ensure data quality, consistency, and integrity across Salesforce environments.

+ Manage product backlogs, prioritize features, and align solutions with business goals.

+ Conduct market research to identify trends and opportunities for innovation.

+ Serve as a liaison between stakeholders and technical teams, ensuring alignment and clarity.

+ Support change management, testing, and deployment processes.

What You Bring

+ 6+ years of hands-on experience as a Salesforce Business Analyst, ideally in the financial services or fintech domain.

+ Strong understanding of Salesforce Financial Services Cloud, Sales Cloud, and Experience Cloud.

+ Familiarity with Apex, Lightning Web Components, and Salesforce APIs.

+ Proven ability to create detailed documentation, including use cases, workflows, and data maps.

+ Experience with data analysis and data management best practices.

+ Excellent communication and stakeholder management skills.

+ Ability to work cross-functionally and drive consensus across diverse teams.

Why Join LPL Financial?

+ Be part of a mission-driven organization that empowers financial professionals and investors.

+ Work in a collaborative, innovative environment with cutting-edge Salesforce technologies.

+ Enjoy a modern, flexible work culture with opportunities for growth and development.

+ Engage with a passionate team that values creativity, ownership, and continuous improvement.

Pay and Benefits

The pay range for this position is $65.00 - $70.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision• Critical Illness, Accident, and Hospital• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available• Life Insurance (Voluntary Life & AD&D for the employee and dependents)• Short and long-term disability• Health Spending Account (HSA)• Transportation benefits• Employee Assistance Program• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Charlotte,NC.

Application Deadline

This position is anticipated to close on May 23, 2025.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.