Senior Business Analyst (Retirement & Recordkeeping) - SBA 0422 BK#01

Job Title: Senior Business Analyst (Retirement & Recordkeeping)
Location: USA Remote
Experience Required: 12 15 Years

Role Summary

A leading organization is seeking an experienced Senior Business Analyst with extensive expertise in the U.S. Retirement and Recordkeeping domain. The ideal candidate will bring strong experience working with enterprise-level recordkeeping platforms, driving business analysis, solution design, and successful delivery across retirement-focused initiatives.

Key Responsibilities

• Elicit, analyze, and document detailed business and system requirements
• Work on initiatives involving recordkeeping platforms such as Omni, Relius, and TRAC
• Support plan onboarding activities, including data mapping and payroll integration
• Interpret plan documents, legal provisions, and service agreements for accurate system configuration
• Contribute to enhancements in Sponsor, Participant, and Advisor digital experiences
• Perform impact analysis and support User Acceptance Testing (UAT)
• Collaborate with business, operations, and IT stakeholders to ensure seamless delivery

Required Skills & Experience

• 12 15+ years of overall IT experience
• 8 10+ years of experience in the U.S. Retirement / Recordkeeping domain
• Strong understanding of retirement plans, including 401(k), 403(b), and 457 plans
• Hands-on expertise in at least 2 3 of the following areas:
  • Recordkeeping systems (e.g., Omni, Relius, TRAC)
  • Plan onboarding and payroll integration
  • Plan document analysis and legal/service provisions
  • Digital experience platforms
• Proficiency in SQL, data analysis, and system integration concepts
• Strong communication and stakeholder management skills

Preferred Skills

• Experience working with large-scale recordkeeping clients or enterprise retirement platforms
• Exposure to end-to-end retirement platform implementations or transformation programs
• Familiarity with digital transformation initiatives in retirement services
• Experience working in Agile or hybrid delivery environments
• Ability to translate complex business requirements into scalable technical solutions

Core Competencies

• Business Analysis & Requirements Management
• Retirement Domain Expertise
• Stakeholder Collaboration
• Data Analysis & System Integration
• Problem Solving & Strategic Thinking
• Agile & Delivery Excellence