Role: Senior Business Analyst with Insurance / Retirement / Wealth Management domain expertise.
Location: Houston, TX (Hybrid)
Rate: $60-$65/hr on C2C. and $50/hr on w2
Role Summary
We are seeking a Senior Business Analyst with strong Insurance / Retirement / Wealth Management domain expertise to support a large-scale digital estate assessment and rebranding initiative.
The ideal candidate will combine deep business domain knowledge with strong analytical and stakeholder management skills to assess digital assets, customer and advisor journeys, applications, content ecosystems, and business processes, while translating findings into actionable transformation roadmaps.
Key Responsibilities
- Lead business discovery workshops with business, digital, marketing, operations, and technology stakeholders.
- Assess applications, websites, advisor portals, marketing platforms, and customer experiences for rebranding and transformation impacts.
- Identify business-critical capabilities, regulatory considerations, customer impacts, and operational dependencies.
- Analyze customer, advisor, and employee journeys to support continuity and experience improvements.
- Support platform rationalization, investment case development, prioritization, and roadmap planning.
- Document requirements, risks, assumptions, dependencies, and recommendations for executive stakeholders.
Must-Have Skills
- 8+ years of Business Analysis experience
- Strong Insurance, Retirement, Wealth Management, or Financial Services domain expertise
- Experience in digital transformation, M&A integration, or rebranding programs
- Expertise in stakeholder management and workshop facilitation
- Strong process mapping, impact assessment, and requirements management skills
- Ability to create executive-ready presentations and business recommendations