- Partner with business stakeholders to gather, document, and prioritize requirements for automation and process improvement initiatives
- Translate retirement industry business needs into functional specifications, user stories, and acceptance criteria
- Serve as the primary point of contact for developers to clarify requirements and validate solutions
- Map current-state operational processes and design future-state workflows to identify automation opportunities
- Apply retirement plan recordkeeping, ERISA, and regulatory knowledge to identify inefficiencies, risks, and automation candidates
- Create and maintain process documentation, workflow diagrams, and requirements traceability matrices
- Facilitate communication between technical teams, operations, compliance, and business stakeholders
- Assist in prioritizing the automation backlog based on business impact, feasibility, regulatory risk, and ROI
- Monitor deployed automations post-launch and identify enhancement opportunities
- Support change management, including training materials and end-user communications
- Plan and monitor special or high-impact projects
Requirements
- Minimum of 10 years of retirement industry experience
- 10+ years of 401(k) plan administration experience
- 3+ years of experience as a business analyst, preferably supporting automation, RPA, or software development initiatives
- Bachelor’s degree
- Strong working knowledge of retirement plan types (401(k), 403(b), defined benefit, etc.), ERISA requirements, and recordkeeping operations
- Strong understanding of business process analysis and workflow mapping methodologies (e.g., BPMN)
- Experience working in Agile/Scrum environments
- Familiarity with tools like Jira, Confluence, or Azure DevOps
- Excellent written and verbal communication skills
- Strong analytical and problem‑solving skills, with sound judgment around fiduciary and compliance considerations
- Familiarity with process mining or automation discovery tools
- Must work from USA and be authorized to work for any US employer
Core Competencies
Demonstrates extensive experience in retirement industry processes, including 401(k) plan administration and ERISA compliance, while effectively facilitating communication between technical teams and business stakeholders to drive automation and process improvement initiatives.
Highest-signal resume keywords
- Retirement Industry Experience
- 401(k) Plan Administration
- Business Process Analysis
- Agile/Scrum Methodologies
- Workflow Mapping
ATS Optimization Keywords
Hard Skills
- Business Analysis
- Process Improvement
- Requirements Documentation
- Workflow Design
- Automation Candidate Identification
- Process Mining
- Regulatory Knowledge
- Requirements Traceability
- User Story Development
- Acceptance Criteria Creation
Soft Skills
- Excellent Communication Skills
- Analytical Skills
- Problem‑Solving Skills
- Sound Judgment
Industry Keywords
- ERISA
- Retirement Plan Recordkeeping
- 401(k)
- 403(b)
- Defined Benefit
- Automation
- RPA
- Change Management
- Compliance
- Fiduciary Considerations
Tools & Technologies
- Jira
- Confluence
- Azure DevOps
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Business Systems Analyst Arbeitgeber: Jobtailor
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