Business Analyst

Job Description

Job Description

Position:

Business Analyst Reports to:

Partner, Strategic Initiatives Department:

Tech Solutions Location:

5850 Granite Pkwy, Plano, TX 75024; in-office Classification:

Full-time

Summary / Job Objective:

We are seeking an experienced Business Analyst with a strong analytical mindset, excellent communication skills, and a genuine passion for documentation and process clarity. This role sits at the intersection of product, technology, and operations — translating business needs into actionable development work while also ensuring that processes, systems, and workflows are well- documented and accessible to the broader team.

Essential Job Functions: • Elicit, analyze, and document business requirements through stakeholder interviews, workshops, and process observation • Translate requirements into well-structured JIRA epics, stories, tasks, and acceptance criteria • Maintain and groom the product backlog in collaboration with the development team and project leadership • Facilitate sprint planning, refinement, and retrospective sessions as needed • Create wireframes, mockups, and user flow diagrams using Figma to support development and stakeholder alignment

Primary Responsibilities: • Partner closely with developers to ensure requirements are well-understood and delivered to spec • Act as a bridge between technical and non-technical stakeholders, facilitating clear communication across teams • Conduct UAT (User Acceptance Testing) and coordinate feedback cycles with business • Create and maintain comprehensive process documentation, user guides, and standard operating procedures (SOPs) • Develop training manuals and materials to support the rollout of new systems, features, and workflows • Ensure documentation is accurate, up-to-date, and accessible to the intended audience —whether technical or end-user facing • Collaborate with subject matter experts to capture institutional knowledge and translate it into clear written materials

Qualifications: • Minimum of 3 years of experience in a Business Analyst or similar role within a technology team • Experience in insurance, financial services, or a similarly regulated industry strongly preferred • Background in technical writing or instructional design strongly preferred • Familiarity with Confluence or similar documentation/knowledge management tools • Exposure to software development lifecycle (SDLC) processes • Proficiency with JIRA (story creation, backlog management, sprint tracking) • Experience working in Agile/Scrum environments • Experience creating wireframes or mockups using Figma and similar design tools

Core Competencies: • Strong written communication skills with a proven ability to produce clear, well-structured documentation • Ability to work independently and manage multiple priorities in a fast-paced environment

Compensation & Benefits: Compensation (based on experience) ● Annual salary range: $85,000 to $100,000, exempt ● Annual performance bonus target: 10%

Benefits ● Employee benefits (medical, dental, vision, life insurance, other) ● 401k with employer match ● Paid Time Off ● Paid parking

Location

: 5850 Granite Pkwy, Plano, TX 75024

*This role is an in-office position \nCompany Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.