Business Analyst at Roofstack focusing on card payment systems. Collaborating across functions to optimize card lifecycle processes and ensure regulatory compliance.
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Hybrid Lead IT Business Analyst – Annuity Distribution & Sales Platforms
Posted 3 weeks ago
About the role
- Lead IT Business Analyst managing agent-facing annuity sales platforms for Transamerica. Responsible for business analysis, stakeholder alignment, and ensuring optimal user experiences across solutions.
Responsibilities
- Lead requirements elicitation, analysis, and documentation for agent‑facing annuity sales platforms, including illustration, education, automation, and workflow tools.
- Translate annuity product rules (e.g., FIA, RILA, VA) and sales workflows into clear functional and non‑functional requirements.
- Define current‑state and future‑state process flows, system interactions, and data flows across UI, APIs, batch processes, and automation.
- Act as the primary liaison between business stakeholders and technology teams to ensure shared understanding and alignment on outcomes.
- Own the end‑to‑end business analysis for assigned GTM platforms, ensuring solutions deliver a consistent, intuitive, and efficient agent experience.
- Partner with UX, product, and engineering teams to validate usability, workflow efficiency, and functional completeness.
- Ensure alignment across multiple tools and channels used by agents throughout the annuity sales process.
- Collaborate closely with architecture and engineering teams to evaluate solution options, assess technical impacts, and support design decisions.
- Analyze and document system integrations, including REST/SOAP APIs, batch jobs, workflow automation, and data exchanges.
- Support cloud‑based solution analysis (AWS/Azure), CI/CD considerations, and production stability requirements.
- Define and support comprehensive test strategies covering manual testing, automation, regression, calculation validation, and data integrity.
- Partner with Quality Engineering teams to ensure appropriate automation coverage for agent workflows, calculations, and batch outputs.
- Validate illustration results, reports, and downstream data against business and actuarial rules.
- Ensure test cases, execution results, and traceability are maintained in enterprise tools (e.g., qTest, Jira).
Requirements
- Bachelor’s degree in Business, Information Systems, Technology, or a related field (or equivalent experience).
- 7+ years of experience in business systems analysis or IT business analysis, including experience leading complex initiatives.
- Proven experience supporting agent‑facing sales, illustration, or distribution platforms, preferably within financial services or insurance.
- Strong understanding of annuity products and sales workflows (e.g., FIA, RILA, VA).
- Demonstrated ability to analyze complex calculations, data flows, integrations, and batch processes.
- Experience working in Agile delivery environments and collaborating with cross‑functional teams.
- Excellent communication, facilitation, and stakeholder management skills.
- Ability to operate effectively in ambiguous, fast‑paced environments and lead through influence.
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
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