We are seeking a seasoned Business Analyst with SME-level expertise in retirement planning to drive strategic analysis, product improvements, and business transformation initiatives across our retirement services portfolio. The ideal candidate will have deep knowledge of retirement products, regulatory frameworks, and operational processes, and will serve as a trusted advisor to cross-functional teams.

Key Responsibilities:

- Act as Subject Matter Expert (SME) for retirement planning products including 401(k), IRA, annuities, pensions, and defined benefit/contribution plans
- Gather, analyze, and document detailed business requirements from internal and external stakeholders
- Lead workshops and discovery sessions to map current-state processes and define future-state models aligned with business goals
- Translate complex retirement regulations (ERISA, IRS, DOL, etc) into system and business requirements
- Collaborate with product managers, actuaries, legal, compliance, operations, and IT teams to design scalable and compliant solutions
- Lead business case development, process re-engineering, and product optimization for retirement platforms
- Work with QA and UAT teams to validate solution delivery aligns with business requirements
- Support data analysis, reporting, and dashboard creation for performance tracking and decision-making
- Provide training,



documentation, and change management support to drive adoption of new processes or features

Required Qualifications:

- Bachelors degree in Business, Finance, Economics, or related field (MBA or CFP/RICP preferred)
- 6+ years of experience as a Business Analyst in financial services, with a minimum of 3 years in retirement plan domain as a SME
- In-depth knowledge of US retirement plan products and compliance requirements (eg, ERISA, SECURE Act, IRS codes)
- Proven experience with process modeling, requirements management, and business architecture tools (eg, BPMN, JIRA, Confluence, Visio)
- Solid data analysis skills (Excel, SQL, Tableau/Power BI is a plus)
- Excellent communication, stakeholder management, and documentation skills
- Experience working in Agile environments (Scrum/SAFe) and writing user stories

Preferred Qualifications:

- Industry certifications: CBAP, CCBA, PMP, RPA, or Retirement Plan-specific credentials (eg, CRPC, CPC, RPA)
- Experience working with retirement administration platforms, recordkeeping systems, or digital planning tools
- Familiarity with financial APIs, robo-advisors, or integrated wealth management solutions

Location-Remote, Delhi NCR, Bangalore, Chennai, Pune, Kolkata, Ahmedabad, Mumbai, Hyderabad

📌 Business Analyst – Retirement Planning (Mumbai)
🏢 Razorthink
📍 Mumbai