Product Business Analyst
7 days ago
Summit
Job Description Position: Product Business Analyst Reports to: Director, Tech Solutions Department: Technology Location: Summit, NJ; in-office Classification: Full-time ; Exempt Summary / Job Objective: The Product Business Analyst is an integral member of our development and technology with a primary focus on the Broker-Dealer and Investments areas of the business. This role bridges the gap between technical and business resources, supports ongoing product initiatives, outlines new development opportunities, and helps maintain internal Salesforce environments. The ideal candidate will be detail-oriented, proactive, and comfortable working across multiple business areas, while leveraging data, systems, and project management tools to drive success. There will be a large focus on deploying new applications and continually integrating systems to enhance business capabilities. Primary Responsibilities: · Troubleshoot production issues within internal and customer-facing systems and Salesforce environments using product knowledge and simple development tools such as debug logs, the admin console, and browser debugging tools. · Create ad hoc reports, dashboards, and scorecards using data from multiple systems to support different business needs and troubleshoot/audit data issues. · Document user stories for new features and enhancements. · Complete user acceptance testing (UAT) to validate that solutions meet user and business requirements. · Support business processes and workflows through project management tools such as Monday.com. · Assist with data management, migration, and movement across platforms while maintaining data quality and compliance standards. Qualifications: · Bachelor’s degree in MIS, Computer Science, or related field. · Experience with Salesforce administration including user management, sharing rules, and data visibility (or willingness to grow into this area). · Experience in Scrum/Kanban methodologies and their ceremonies. · Strong understanding of business analysis concepts: requirements gathering, user stories, acceptance criteria, communication, and documentation. · Experience writing user stories, managing product backlogs, and facilitating refinement meetings. · Salesforce Certified Administrator preferred. · Basic understanding of the Salesforce development platform including Apex, SOQL, Visualforce, and LWC. · Familiarity with cloud services such as AWS (Lambda, EC2, RDS, CloudWatch), and Azure cloud preferred. · Entry to mid-level experience with HTML, CSS, and UX design/prototyping. · Experience with workflow automation tools such as Monday.com, and JIRA (including user management, workflows, and permission settings). · Proficiency with Google Suite. · Strong foundation in data management, reporting, and migration processes. · Familiarity with the wealth management or insurance industry is strongly preferred. Core Competencies: · Ability to manage competing demands and priorities. · Strong attention to detail. · Excellent problem-solving skills. · Desire to take ownership of projects and see them through to completion. · Team-oriented with strong listening, writing, and communication skills. Compensation & Benefits: Compensation (based on experience) • Annual base salary: $85,000 - $105,000; exempt, • Annual performance bonus target: 7% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Avenue, Summit, NJ 07901; *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.