Retirement & Wealth - Business Analyst (Remote)

Business AnalystThe Business Analyst will report to the Sr. Product Manager in the Product Management department. This role will support the design and implementation of workflow solutions that automate and optimize operational processes across the organization. Experience with workflow platforms such as Appian or others is highly desirable, as the Business Analyst will work closely with stakeholders to document processes, identify improvement opportunities, and translate business needs into scalable workflow solutions. This individual will collaborate closely with product, operations, legal, compliance, and technology teams to evaluate current processes, document business rules, identify opportunities for improvement, and support the delivery of scalable, operationally sound solutions that optimize business performance and reduce risk.Key duties include producing high-quality requirements, improving documentation and shared understanding across teams, maintaining decision and process artifacts, and supporting delivery efforts throughout the product lifecycle. This role contributes across discovery, design, validation, testing, and implementation activities with a strong focus on requirements quality, operational workflow understanding, and business rule clarity.Key Responsibilities:Translates business, operational, and compliance needs into clear, testable requirements.Leads detailed requirement elaboration, including business rules, validations, data requirements, exception paths, and edge cases.Provides dependency/impact assessment (systems, vendors, ops, compliance)Runs structured requirement intake with stakeholdersEnsures stakeholders agree on rule interpretations and exception handlingCoordinates rule clarity across pods when workflows intersectFlags upstream/downstream impacts of proposed changesSupports OKRs by defining measurable operational indicatorsEstablishes data needs, sources and ongoing measurementParticipates in discovery sessions to capture business rules, exceptions, operational workflow realityContributes to current-state process maps and pain-point identificationHighlights'must-do' items driven by regulatory or operational riskMaintains decision/Q&A logsEnsures artifacts live in the source-of-truth locationEnsures operational workflow impacts are captured before releasePartners with PM on post-launch readoutsSurfaces compliance-relevant requirements, disclosures, and audit needsFlags PII/data handling implications to appropriate ownersMaintains living 'how it works' pages, workflows, and decision/Q&A logsCreates/updates process maps and rule catalogsImproves discoverability: naming conventions, link hygiene, cross-referencesShares learnings and templates; helps onboard newer teammatesPromotes standard glossary/definitions for key conceptsBe the go-to for complex rule/exception flows and teach othersImproves team standardsLeads cross-team clarification sessions for shared workflowsEngages directly with stakeholders demonstrating a high degree of professionalism and clarity in communication to gather requirements, manage expectations, provide software demos and ensure successful outcomesDevelops and delivers training materials and sessions to ensure stakeholders and operational teams are equipped to adopt new processes and product capabilitiesFosters a culture of clarity, accountability, and continuous learningAdvocates for operational excellence and trust-building across teamsOther duties as assignedTypical schedule for this position is 8 a.m. CT to 5 p.m. CT. Occasional travel for onsite department meetings and collaboration events.Education and Experience:5 + years of experience in business analysis, product operations, or related roles (fintech or highly regulated industry preferred)Bachelor's Degree in Business, Finance, Technology, or related field requiredAgile and Product Management certifications are a plusSkills and Abilities:Thrives in ambiguous, evolving environments and is comfortable forming opinions, challenging existing process constraints, and helping define new ways of working. Brings the judgment, initiative, and ownership needed to move work forward without relying on others to make every decision.Strong analytical and problem-solving skills with the ability to interpret complex rule sets and operational processesStrong communication skills with the ability to influence and align stakeholdersProactive, engaged contributor who actively participates in discussions, drives clarity in the moment, and takes ownership to move work forward—operating with a high degree of independence and initiativeAdvanced capability in authoring high-quality user stories and scenario-based acceptance criteria that ensure clarity, completeness, and testability across complex workflowsAbility to cut through ambiguity by structuring unclear problem spaces into defined rules, scenarios, and measurable outcomes—enabling teams to move forward with clarity and confidence.Demonstrated ability to manage multiple projects and workstreams in a fast-paced environment, effectively prioritizing and delivering high-quality outcomes within established timelinesDeep understanding of product development lifecycle and Agile methodologiesExpertise in requirements definition, scenario design, and operational readiness planningProven ability to lead cross-functional initiatives and drive decision clarityExperience with data analysis and visualization tools (e.g., Excel, SQL, Tableau)Proficiency with process modeling and documentation tools (e.g., Visio, Miro)Highly detail-oriented with a focus on quality, consistency, and scalabilityOther Requirements:Travel up to (10%)Ability to work occasional overtimeProlonged periods of sitting at a desk and working on a computerOccasionally lifts up to 25 pounds