Senior Business Analyst (Retirements & Recordkeeping) [Remote]

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Business Analyst (Retirements & Recordkeeping) based in the United States.

This role plays a critical part in shaping and delivering large-scale retirement and recordkeeping solutions for complex enterprise clients. You will act as a key bridge between business stakeholders and technical teams, ensuring retirement platforms are accurately configured and aligned with regulatory, operational, and client requirements. The position requires deep domain expertise in US retirement services, along with strong analytical and systems thinking capabilities. You will contribute to end-to-end initiatives including plan onboarding, data integration, and digital experience enhancements for sponsors, participants, and advisors. Working in a highly collaborative environment, you will engage closely with operations, product, and IT teams to translate complex retirement rules into scalable system solutions. This is a high-impact role where your expertise directly supports the efficiency and accuracy of retirement recordkeeping platforms used by large-scale clients. It is ideal for someone who thrives in detail-oriented, regulated, and data-driven environments.

Accountabilities:

• 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.

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.
• Experience working in Agile or hybrid delivery environments is preferred.
• Ability to translate complex regulatory and business requirements into scalable technical solutions.

Benefits:

• Competitive hourly rate between $59 and $65 per hour
• Remote work opportunity within the United States
• Long-term contract engagement with potential extensions
• Exposure to large-scale retirement and recordkeeping transformation programs
• Opportunity to work with leading enterprise retirement platforms
• Collaborative, cross-functional work environment with business and technical teams
• High-impact role influencing critical retirement system accuracy and compliance
• Professional growth in specialized US retirement services domain

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.