Business Analyst (US Retirement )
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Summary
Senior business analyst (8-10+ years IT, 4+ in US retirement) working remotely with large recordkeeping clients: eliciting and documenting requirements, configuring retirement platforms (Omni, Relius, FRP, TRAC), supporting plan onboarding, payroll integration, UAT, and sponsor/participant/advisor digital experiences.
This is a remote position.
Business Analyst with 8-10+ years of IT experience, including 4+ years in US Retirement/Recordkeeping, working with large recordkeeping clients to drive business analysis, solution design, and delivery across retirement platforms.
Key Responsibilities:
- Elicit, analyze, and document business and system requirements
- Work on recordkeeping platforms (e.g., Omni, Relius, FRP, TRAC)
- Support plan onboarding, including data mapping and payroll integration
- Interpret plan documents, legal provisions, and service provisions for system configuration
- Contribute to Sponsor / Participant / Advisor digital experiences
- Perform impact analysis, support UAT, and collaborate across business, operations, and IT teams Required
Requirements
Skills & Experience:
- 8-10+ years IT experience; 4+ years in the US Retirement domain
- Strong knowledge of 401(k), 403(b), 457, etc. plan types.
- Hands-on expertise in at least 2-3 areas from the following: o Recordkeeping systems (Omni / Relius / TRAC)
o Plan onboarding & payroll integration
o Plan documents & legal/service provisions
o Digital experience platforms
- Proficiency in SQL, data analysis, and integration concepts
- Strong stakeholder management and communication skills
Benefits
Diversity Inclusion:
Exavalu also promotes flexibility, adapting to the needs of employees, customers, and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely. We also offer a welcome back program to help individuals return to the mainstream after a prolonged absence due to health or family reasons. At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, colour, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career
