Senior Business Analyst (Retirements & Recordkeeping)
United StatesContractSenior
Salary59 - 65 USD per hour
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Job Details
- Experience
- 12–15+ years of overall IT experience, including 8–10+ years in the US retirement and recordkeeping domain.
- Required Skills
- SQLAgileBusiness Analysis
Requirements
- 12–15+ years of overall IT experience, including 8–10+ years in the US retirement and recordkeeping domain.
- Strong understanding of retirement plans such as 401(k), 403(b), and 457 plans.
- Hands-on experience with at least 2–3 of the following: FIS Omni, FIS Relius, SS&C TRAC, plan onboarding, payroll integration, or plan document interpretation.
- Strong knowledge of retirement service agreements, legal provisions, and recordkeeping workflows.
- Proficiency in SQL, data analysis, and system integration concepts.
- Proven experience working with large-scale retirement clients or enterprise recordkeeping platforms.
- Strong stakeholder management, communication, and requirements-gathering skills.
- Ability to translate complex regulatory and business requirements into scalable technical solutions.
- Experience working in Agile or hybrid delivery environments is preferred.
Responsibilities
- Elicit, analyze, and document detailed business, functional, and system requirements across retirement and recordkeeping platforms.
- Support end-to-end plan onboarding activities, including data mapping, payroll integration, and system configuration alignment.
- Interpret retirement plan documents, legal provisions, and service agreements to ensure accurate system implementation.
- Work with platforms such as FIS Omni, FIS Relius, and SS&C TRAC to support configuration and enhancement initiatives.
- Perform impact analysis for system changes and support User Acceptance Testing (UAT) across multiple stakeholders.
- Collaborate with business, operations, and IT teams to ensure seamless delivery of retirement platform solutions.
- Contribute to improvements in digital experiences for sponsors, participants, and financial advisors.
- Support data analysis, system integration efforts, and troubleshooting to ensure platform accuracy and reliability.
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