Support large-scale Retirement Services initiatives within a highly regulated financial services environment. Translate complex retirement and pension business needs into clear functional and data-driven requirements. Collaborate with technology, data, operations, and QA teams throughout the delivery lifecycle.
Key Highlights
Key Responsibilities
Technical Skills Required
Benefits & Perks
Nice to Have
Job Description
Business Analyst – Retirement Services
Engagement Details
- Fully remote
- Must reside in the United States
- Must be able to work EST business hours
- Open rate (dependent on experience)
- Engagement types: W2, C2C, or 1099
- Long-term duration
Role Overview
The Business Analyst supports large-scale Retirement Services initiatives within a highly regulated financial services environment. This role partners with business, operations, technology, data, and compliance teams to translate complex retirement and pension business needs into clear functional and data-driven requirements. The analyst plays a key role in enhancing retirement administration platforms, supporting regulatory initiatives, and improving plan sponsor and member experiences.
This is a delivery-focused role requiring strong retirement domain knowledge, comfort working with data, and experience operating within enterprise-grade governance and control frameworks.
Ideal Candidate Profile
Retirement & Financial Services Expertise
- Direct experience supporting Retirement Services, pension administration, or retirement recordkeeping platforms.
- Strong understanding of Defined Contribution (DC) and/or Defined Benefit (DB) plans.
- Familiarity with the retirement member lifecycle, including enrollment, contributions, investment elections, distributions, and retirement income.
- Experience supporting regulatory-driven changes, plan amendments, or sponsor-specific requirements.
- Background working in highly regulated financial services environments, including exposure to insurance or institutional wealth platforms.
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Business Analysis & Delivery
- Proven ability to elicit, analyze, and document business, functional, and data requirements.
- Experience producing BRDs, functional specifications, user stories, acceptance criteria, and process flows.
- Strong skills in process mapping, gap analysis, and impact assessment across end-to-end workflows.
- Ability to partner effectively with stakeholders across business, operations, technology, compliance, and QA.
- Experience supporting UAT planning, execution, and defect triage.
Data & SQL Capabilities (Key Requirement)
- Working knowledge of SQL to support:
- Data validation and reconciliation.
- Analysis of retirement and plan data to confirm requirements.
- Issue investigation and root-cause analysis.
- Experience working with operational reporting, dashboards, or analytics tied to retirement platforms.
- Understanding of data lineage, data quality, and upstream/downstream dependencies.
- Ability to collaborate effectively with data engineering and reporting teams.
Ways of Working
- Experience working in Agile, Waterfall, or hybrid delivery models.
- Familiarity with tools such as JIRA, Confluence, or equivalent requirement and delivery platforms.
- Comfort supporting large, multi-system initiatives with complex dependencies.
- Strong attention to detail and ability to clearly communicate risks, assumptions, and impacts.
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Key Responsibilities
- Elicit and document business, functional, and data requirements for Retirement Services initiatives.
- Translate retirement business processes into clear, actionable requirements and user stories.
- Perform data analysis using SQL to validate requirements and support issue resolution.
- Support retirement platform enhancements, plan changes, and regulatory initiatives.
- Collaborate with technology, data, operations, and QA teams throughout the delivery lifecycle.
- Support UAT activities and ensure solutions meet business and compliance expectations.
- Ensure alignment with internal controls, governance standards, and enterprise data practices.
Required Qualifications
- 5+ years of Business Analyst experience within financial services.
- Hands-on experience supporting retirement services, pension administration, or recordkeeping platforms.
- Working knowledge of SQL and data analysis concepts.
- Strong documentation, communication, and stakeholder engagement skills.
- Experience working in regulated, enterprise environments.
Preferred Qualifications
- Experience with large-scale retirement recordkeeping systems.
- Exposure to insurance, group benefits, or institutional wealth platforms.
- Experience supporting platform modernization or system migration initiatives.
- Strong understanding of data-driven reporting and operational metrics.
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