Lead IT Business Analyst – Annuity Distribution & Sales Platforms

Transamerica•Cedar Rapids, IA

2d•$100,000 - $125,000•Hybrid

About The Position

The Lead IT Business Analyst serves as the primary business analysis and solution partner for agent facing Go To Market (GTM) platforms that support annuity sales, education, illustration, automation, and downstream processing. This role owns end to end business analysis across user experience, calculations, integrations, automation, and batch workflows to ensure tools meet agent needs, product rules, and operational standards.

Requirements

Bachelor’s degree in Business, Information Systems, Technology, or a related field (or equivalent experience).
7+ years of experience in business systems analysis or IT business analysis, including experience leading complex initiatives.
Proven experience supporting agent‑facing sales, illustration, or distribution platforms, preferably within financial services or insurance.
Strong understanding of annuity products and sales workflows (e.g., FIA, RILA, VA).
Demonstrated ability to analyze complex calculations, data flows, integrations, and batch processes.
Experience working in Agile delivery environments and collaborating with cross‑functional teams.
Excellent communication, facilitation, and stakeholder management skills.
Ability to operate effectively in ambiguous, fast‑paced environments and lead through influence.

Nice To Haves

Financial services or insurance industry experience, particularly in annuities.
Experience with cloud‑based platforms (AWS and/or Azure).
Familiarity with APIs (REST/SOAP), workflow automation, and CI/CD concepts.
Experience partnering with Quality Engineering teams and supporting test automation strategies.
Working knowledge of tools such as Jira, qTest, SQL, and Excel for analysis and validation.
Experience coordinating with external vendors and system integrators.
Experience with Annuity Distribution & Sales Platforms

Responsibilities

Lead requirements elicitation, analysis, and documentation for agent‑facing annuity sales platforms, including illustration, education, automation, and workflow tools.
Translate annuity product rules (e.g., FIA, RILA, VA) and sales workflows into clear functional and non‑functional requirements.
Define current‑state and future‑state process flows, system interactions, and data flows across UI, APIs, batch processes, and automation.
Act as the primary liaison between business stakeholders and technology teams to ensure shared understanding and alignment on outcomes.
Own the end‑to‑end business analysis for assigned GTM platforms, ensuring solutions deliver a consistent, intuitive, and efficient agent experience.
Partner with UX, product, and engineering teams to validate usability, workflow efficiency, and functional completeness.
Ensure alignment across multiple tools and channels used by agents throughout the annuity sales process.
Collaborate closely with architecture and engineering teams to evaluate solution options, assess technical impacts, and support design decisions.
Analyze and document system integrations, including REST/SOAP APIs, batch jobs, workflow automation, and data exchanges.
Support cloud‑based solution analysis (AWS/Azure), CI/CD considerations, and production stability requirements.
Participate in technology evaluations, vendor assessments, and feasibility studies as needed.
Define and support comprehensive test strategies covering manual testing, automation, regression, calculation validation, and data integrity.
Partner with Quality Engineering teams to ensure appropriate automation coverage for agent workflows, calculations, and batch outputs.
Validate illustration results, reports, and downstream data against business and actuarial rules.
Ensure test cases, execution results, and traceability are maintained in enterprise tools (e.g., qTest, Jira).
Lead requirements alignment and delivery coordination with external vendors and internal delivery teams.
Review vendor deliverables to ensure alignment with business intent, technical standards, and quality expectations.
Serve as a point of escalation for analysis‑related issues and drive resolution across teams.
Support production readiness, post‑implementation validation, and issue triage.
Ensure compliance with enterprise standards for change management, risk, controls, and documentation.
Contribute to continuous improvement of BA practices, templates, and standards within the team.
Mentor and guide other business analysts on analysis, testing, and stakeholder engagement best practices.

Benefits

Compensation
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs