Business Analyst, Retirement Division

Job Summary

A company is looking for a Business Analyst to support Retirement Division Strategic Initiatives with a focus on Digital Initiatives and Distribution Effectiveness.

Key Responsibilities

• Manage data collection and analysis to track adoption and campaign effectiveness
• Prepare Broker Dealer deep dive analysis and participate in report outs and recommendations
• Create internal and external training materials and manage iCapital and Luma training

Required Qualifications

• High school diploma required; Bachelor's degree or equivalent work experience preferred
• At least 5 years of experience with annuity products and/or financial services
• Proficiency with the full suite of Microsoft products
• Experience with SalesForce and Monday.com strongly preferred
• Experience creating training materials and/or process documents strongly preferred