5+ years of experience as a Business Systems Analyst or in a comparable role managing complex requirements across multiple platforms.
Bachelor's or Master's in Business Administration, Management Information Systems, Finance, or Insurance, or equivalent experience in the Life & Annuity industry.
Deep knowledge of annuity and retirement product administration, including compliance obligations.
Proven ability to deliver formally approved requirements documentation prior to development.
Strong data analysis skills with experience in performance metrics and root cause analysis.
Experience collaborating with third-party platform vendors and stakeholders across teams.
Understanding of business process modeling and system integration concepts.
Responsibilities
Partner with the Senior Product Manager to translate roadmap priorities into actionable requirements.
Elicit and document detailed business and system requirements through discovery sessions with stakeholders.
Act as the requirements authority to ensure clarity and approval before development begins.
Create product requirements documents, user stories, and acceptance criteria for engineering teams.
Conduct analysis to identify gaps and inefficiencies in current-state workflows.
Develop future-state process maps and system interaction models.
Perform data analysis to evaluate platform performance and uncover insights for operational decisions.
Benefits
33 days of paid time off, including PTO, holidays, Volunteer Day, and days of significance.
Paid parental leave after 90 days of service.
Comprehensive medical, dental, and vision insurance.
401(k) plan with company match and profit-sharing opportunities.
Short- and long-term disability insurance for peace of mind.
Tuition assistance for educational growth.
Flexible spending accounts for medical and dependent care.
Full Job Description
As a Business Systems Analyst, Annuity and Mutual Fund Custodial Platform Delivery, you will serve as the connective tissue between business operations and technology delivery. You'll be responsible for translating complex business and operational requirements into clear, actionable system specifications that enable Zinnia and SS&C platform teams and internal engineering to deliver with confidence.
This role operates across four core platform areas - annuity and mutual fund custodial administration (Zinnia and SS&C), annuity order entry platforms, and sales enablement platforms - and is critical to reducing not-in-good-order (NIGO) errors, improving straight-through processing (STP) rates, and ensuring data integrity across the full product lifecycle.
The Business Systems Analyst position reports to the Manager, Portfolio Strategy & Delivery, and can be based out of our home office in Topeka or Overland Park, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site.
Key responsibilities include:
Partnering with the Senior Product Manager to translate roadmap priorities into sprint-ready requirements, and providing backlog refinement support to maintain delivery momentum
Eliciting, analyzing, and documenting detailed business and system requirements through structured discovery sessions with teams, stakeholders, and platform partners across all supported platform areas
Serving as the primary requirements authority for the delivery team - ensuring all work entering development has been fully defined, reviewed, and signed off by appropriate business stakeholders
Producing clear, complete, and formally approved product requirements documents (PRDs), business requirements documents (BRDs), user stories, epics, and acceptance criteria that engineering and vendor teams can execute against without ambiguity
Conducting current-state process analysis to identify gaps, inefficiencies, and integration friction points across Zinnia and SS&C platform workflows, annuity order entry platforms, and sales enablement platforms
Developing future-state process maps, data flow diagrams, and system interaction models that support platform integration design and delivery planning across all supported platform areas
Performing data analysis to evaluate platform performance, identify processing anomalies, and surface insights that inform product and operational decisions - including STP rate analysis, NIGO root cause analysis, and processing cycle time assessment
Defining and tracking data quality standards across new business processing, post-issue servicing, and mutual fund custodial operations, and flagging systemic data integrity issues to appropriate stakeholders
Developing comprehensive test plans for platform changes, integrations, and new capability releases - including test scope, test scenarios, entry and exit criteria, and traceability back to approved requirements
Partnering with the test execution team to author detailed test cases and test scripts that reflect real-world operational scenarios, regulatory edge cases, and integration data flows across all supported platform environments
Supporting UAT coordination by providing requirements context, clarifying acceptance criteria, and assisting with defect triage as needed
Identifying and documenting dependencies across delivery teams and platform partners, and communicating cascading impacts proactively to the Senior Product Manager and stakeholders
Supporting regulatory and compliance reviews by ensuring business and system requirements accurately reflect applicable regulatory obligations and operational controls
Contributing to continuous improvement of requirements practices, documentation standards, and delivery processes across the team
What We're Looking For:
5+ years of experience as a Business Systems Analyst or directly relevant analytical role, with demonstrated ability to independently manage complex requirements across multiple workstreams and platform environments
Bachelor's or Master's degree in Business Administration, Management Information Systems, Finance, Insurance, or 5+ years of hands-on experience in the Life & Annuity industry in lieu of formal education.
Deep familiarity with annuity and/or retirement product administration - including new business processing, policy servicing, and compliance obligations - sufficient to conduct meaningful discovery independently
Proven ability to produce formally approved requirements documentation before development begins, with experience managing requirements through change control in regulated environments
Strong data analysis skills including experience defining and tracking platform performance metrics, conducting root cause analysis, and synthesizing quantitative and qualitative inputs into actionable recommendations
Experience working directly with third-party platform vendors and managing requirements coordination across organizational boundaries
Solid understanding of business process modeling, data flow analysis, and system integration concepts
Familiarity with agile delivery practices and comfort operating within hybrid delivery environments
Strong written and verbal communication skills with the ability to engage operations leaders, compliance stakeholders, engineering teams, and vendor partners with equal effectiveness
Preferred Qualifications:
Direct experience with Zinnia (Zahara, Zinnia Live) or SS&C Retirement Solutions platform environments
Familiarity with annuity order entry platforms and sales enablement platform environments in a life insurance or annuity context
Familiarity with straight-through processing (STP) workflows, digital new business processing, or automated policy servicing in a life insurance or annuity context
Working knowledge of mutual fund custodial operations or 403(b) retirement plan administration
Experience supporting test plan development and UAT coordination in a platform integration context
When you join our team, you're not just getting a paycheck - you're getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here's what you can expect as a full-time Security Benefit associate:
Competitive salary and annual incentive bonuses to reward your contributions.
33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
Paid parental leave after 90 days of service.
Comprehensive medical, dental & vision insurance.
401(k) with company match, plus Profit Sharing & Savings Plan.
Short- and Long-Term Disability Insurance to give you peace of mind.
Flexible Spending Accounts for medical and dependent care.
Life Insurance to protect your loved ones.
Educational assistance to support your career development.
Associate assistance programs for your personal and professional well-being.
Apply today by visiting our career page to submit your resume. We're excited to meet you!
