Analyst, Salesforce Transformation Operations

Team Overview

BlackRock SMA Solutions enables customized portfolio construction across Direct Indexing Active Fixed Income Active Equity and MultiAsset strategies. The team partners closely with Sales Portfolio Management Product and Technology to deliver scalable controlled and clientfocused SMA experiences.

This role sits at the intersection of SMA Operations and Technology Transformation. You will help modernize and scale operational workflows by partnering with Operations Product and Engineering to translate business needs into welldefined requirements process improvements and technology solutions. Salesforce will be a primary platform in scope but the role is intentionally broader: the team willleveragethis resource across multiple transformation initiatives (systems data controls reporting and automation).

Salesforce Transformation Key Responsibilities

• On behalf ofSMA OperationspartnerwithProduct Management Technology Business Development and Portfolio Managementteamsto understand business goals pain points and endtoend workflows and translate them into clear requirements and delivery plans.

• Drive process and technology analysis toidentifygaps inefficiencies and legacy constructs that must be simplified redesigned or scaled for new products higher volumes and evolving client needs.

• Support crossplatform solutioning across the SMA operating ecosystem (e.g. Salesforce and adjacent tools/systems) including workflow design data model considerations controls and reporting.

• Develop business cases problem statements and current state vs. target state documentation; coordinate stakeholder alignment and define success metrics for initiatives.

• Support the design and implementation of Salesforce enhancements including objects validation rules permissions automation reporting and dashboards aligned to Active SMA workflows.

• Act as a business-facing Salesforce SME providing guidance on how system changes impact onboarding servicing governance and controls.

• Assistwith testing validation and rollout activities ensuring changes areproductionreadyand do not introduce operational or compliance risk.

• Contribute to documentation training materials and internal enablement to support adoption across global SMA Operations teams.

• Balancedaytodayoperational support with participation inlongertermtransformation initiatives.

• Liaise with senior stakeholders and leadership in weekly and monthly forums to provide updates on progress risks and dependencies.

Qualifications

• 13 years of experience in operationstransformation business analysis or platform support preferably within financial services or wealth management.

• Strong working knowledge of Salesforce data models permissions workflows automation and reporting with the ability to reason through complex business use cases.

• Experience supporting or partnering withoperations andclient onboarding teams with an understanding of how systems enablefront to backworkflows.

• Ability to translate business requirements into system logic and to explain technical concepts clearly to nontechnical stakeholders.

• Familiarity with investment products or SMA workflows is a strong plus.

• Familiarity with system integrations and crossplatform dependencies.

• Knowledge of Aladdin Salesforce or adjacent operational systems is preferred.

• Technical skills in Python SQL JavaScript or VBA are a plus particularly for analysis reporting or automation use cases.

• Selfmotivateddetailoriented and comfortable operating in afastpaced evolving environment.

• Strong written and verbal communication skills with confidence engaging across geographies and seniority levels.