Job Specifications
Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including unlimited PTO, 401(k) with company match, and health coverage.
Position Overview
Reporting to the Sr. Director of Technology, the Business Systems Analyst will serve as the technical bridge between our wealth management operations and technology platforms. This role focuses on leveraging Salesforce Financial Services Cloud and other enterprise tools to improve workflows, integrate systems, and automate manual processes to drive efficiency, scalability, and improve our employee and client experiences.
This position requires in-person office attendance in our Carmel, Indiana headquarters.
Duties And Responsibilities
Configure and maintain Salesforce CRM leveraging Financial Services Cloud capabilities, including development of custom objects, validation rules, flows, reports, dashboards, and permission structures.
Serve as primary technical liaison and product owner for assigned enterprise system(s), such as Black Diamond, eMoney, or internally developed products, managing vendor relationships and internal stakeholder needs.
Lead cross-functional technology projects from requirements gathering through deployment and adoption.
Design and implement automated workflows to streamline business processes, reducing manual efforts and improving overall efficiency.
Execute comprehensive testing protocols for system changes and integrations, including user acceptance testing, defect management, data migration validation, and performance verification against business requirements.
Design and implement integrations between multiple systems using tools like Workato, ensuring data consistency, security, and performance across all integrated platforms.
Other duties as assigned.
Requirements
Bachelor's degree in Computer Science, Information Systems, Engineering or related field, or in lieu of degree, 3+ years of experience in business systems analysis within financial services.
Experience in Financial Services or RIA environments (advisor-facing a plus).
Advanced experience with wealth tech portfolio management platforms, CRM, document management systems, and cloud storage tools preferred.
Demonstrated project management experience leading technology implementations from conception to adoption
Salesforce development experience, specifically with Flows, custom objects, and Financial Services Cloud.
Proven track record as a process owner with the ability to design, document, and improve business workflows
Excellent problem solving and analytical skills.
Strong written and verbal communication skills with ability to explain technical concepts to non-technical stakeholders and translate complex business requirements into technical solutions.
Self-motivated with ability to work independently while maintaining team alignment.
Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.
About the Company
Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are w...
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