Senior Technical Business Analyst

About the CompanyWealthPlus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we’re redefining how organizations and individuals think about workplace benefits—making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology!About the RoleThe Senior Technical Business Analyst serves as a key liaison between business stakeholders, product management, and technical teams. This role is responsible for analyzing complex business and system requirements, defining functional and technical specifications, and supporting delivery of solutions that enhance recordkeeping, trading, and account administration systems. This role requires strong analytical and technical skills and is well-suited for someone who enjoys designing solutions for complex financial systems. Experience in the retirement or recordkeeping industry is strongly preferred but not required.ResponsibilitiesPartner with business, operations, and technology teams to analyze, document, and prioritize business requirements for recordkeeping and financial applications.Translate business needs into detailed functional and technical specifications, data mappings, across financial transactions, positions, and account data.Collaborate with developers and architects to ensure designs align with product and regulatory requirements.Conduct impact analysis and participate in solution design sessions to ensure system compatibility and performance.Support end-to-end project delivery, from requirements to UAT and deployment.Drive documentation consistency and maintain traceability between business and technical requirements.Identify opportunities to streamline processes and improve system reliability. QualificationsBachelor’s degree in Finance, Computer Science, Information Systems, or related field.5–7 years of experience as a Business Analyst or System Analyst, or similar role within financial services or technology.Proven record creating technical specification documents, data mapping, and system interface definitions. Required SkillsSolid understanding of retirement plan administration (401(k), 403(b), pension, etc.) and financial data flows.Strong understanding of data models, integration protocols, and SQL.Familiarity with APIs (REST) and data exchange between systems.Excellent analytical and communication abilities.Experience with Jira, Confluence, Lucid, or similar collaboration tools.Detail-oriented with strong organizational and prioritization skills. Preferred SkillsExperience with financial data exchange standards.Exposure to retirement plan administration, investment operations, or compliance environments.Understanding Agile methodologies and cross-functional technology teams.