Location :Charlotte, NC (onsite)
Type- c2c
Must be local only
- Experience as a Business Analyst, preferably in the financial services or retirement services industry.
- Prior experience as a BA in an agile environment.
- Strong understanding of agile methodologies (e.g., Scrum, Kanban) and experience working with agile teams.
- Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and stakeholders.
- Ability to prioritize competing demands and make data-driven decisions.
- Experience with product management tools such as Jira, Rally.
- Familiarity with software development processes and technologies.
- Sound understanding of Retirement space- at least in 2 areas – Institutional Servicing (remittance services, plan management, sponsor management), Distributed Transactions (Money In - Money Out , Transaction Mgmt, accumulation-deaccumulation), Offer Selection and Mgmt (Onboarding (plan/sponsor/participant, setup & change ), Education & Advice (Retirement advisory, Financial Wellness), Participant management, Account Management ( Customer Profile, Customer Account information, Saving and Investing), reporting, customer service, Annuity Servicing, Engagement & Distributions (Enrollment and Onboarding), Financial products ( Defined Contributions, Lifetime Investment Solutions) Marketing ( Messaging and Communications).
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
Schedule:
Experience:
- total: 8 years (Required)
- Agile: 5 years (Required)
- Financial services: 2 years (Required)
Ability to Commute:
- Charlotte, NC 28202 (Required)
Ability to Relocate:
- Charlotte, NC 28202: Relocate before starting work (Required)
Work Location: In person
