Overview
Remote
Full Time
Accepts corp to corp applications
Contract - Independent
Contract - W2
Contract - 6+ Month(s)
Skills
(401(k)
403(b)
IRA
pensions
annuities)
(ERISA
IRS
SEC
DOL)
Job Details
Role: Business Analyst
Location: USA/ Canada (Remote) (Canadian Resources Preferred)
Tentative Date: 2nd Week of January
Domain/Industry: Financial Services Retirement & Wealth (Mandatory)
Year of Experience: 10+ years in business analysis, with proven expertise in US financial services and retirement planning
Type: FTE/ Contract
Role Overview
The Business Analyst will act as a bridge between stakeholders and delivery teams for a key customer in the US retirement space. This role focuses on requirements gathering, business analysis, and solution validation, ensuring client needs are accurately captured and effectively delivered by offshore teams.
Key Responsibilities
- Engage with onshore stakeholders to gather, document, and validate business requirements.
- Deep dive into US retirement products (401(k), 403(b), IRA, pensions, annuities) and related financial processes.
- Develop business process models, user stories, and functional specifications.
- Collaborate with solution architects, developers, and QA teams to ensure requirements traceability and delivery quality.
- Conduct gap analysis, impact assessments, and feasibility studies for new features and integrations.
- Ensure compliance with US financial regulations (ERISA, IRS, SEC, DOL).
- Support UAT planning and execution, coordinating with client stakeholders.
Requirements
Required Skills & Experience
- 7 10 years of experience as a Business Analyst in financial services/retirement planning.
- Strong understanding of US retirement services (401(k), pensions, IRAs, annuities, wealth management).
- Proven expertise in creating BRDs, FRDs, and Agile user stories.
- Familiarity with financial data models, compliance frameworks, and reporting standards.
- Strong stakeholder management skills with ability to work across onshore/offshore teams.
- Experience in Agile delivery models (POD-based structures).
Nice-to-Have
- Experience with digital platforms for financial services (portals, mobile apps).
- Knowledge of workflow automation, RPA, or AI/ML use cases in finance.
- Prior exposure to US retirement plan administrators, record-keepers, or carriers.
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