Senior Technical BA — Financial Advice Tech Transformation

Insignia Financial Ltd; Sydney; On-site; AUD 140,000 - 180,000; Full time

Job summary

IOOF Holdings Limited seeks a Senior Technical Business Analyst to join the Advice Technology team in Sydney. You will translate complex business requirements into technical specifications, integration designs and practical solutions that improve adviser and client experiences.

In collaboration with Product, Engineering and Architecture, you’ll shape transformation initiatives, identify opportunities to optimise platforms and end-to-end processes, and ensure solutions meet business needs and

Qualifications

• 7+ years’ dedicated business analysis experience, using recognised analysis techniques within complex technology and transformation environments.
• Proven Senior Technical Business Analyst experience within financial advice, superannuation and/or investment services, with a strong understanding of the Australian financial planning landscape.
• Strong knowledge of advice technology and the end‑to‑end adviser and client experience, with the ability to translate business and customer needs into effective technology solutions.
• Experience working on large‑scale transformation initiatives and delivering change across complex, integrated technology environments.
• Strong technical capability across systems, integrations, data and cloud/on‑premise solutions, with the ability to translate technical concepts for business audiences.
• Experience with Agile or Lean delivery and tools such as Jira, Confluence, Miro and process mapping using BPMN notation.
• Strong analytical and problem‑solving skills, including the ability to identify root causes, analyse data and navigate complex business and technology problems.
• Excellent stakeholder engagement, communication and influencing skills, with the ability to build trusted relationships across business and technology teams.

Responsibilities

• Translate business and target-state requirements into detailed technical specifications, integration requirements, solution designs and implementation activities.
• Analyse financial advice technology, adviser workflows and system requirements to identify opportunities that improve business and customer outcomes.
• Partner with Business Analysts, Product Owners, architects and engineers to bridge the gap between complex technology solutions and business needs.
• Review and validate solution specifications against business requirements, ensuring solutions support effective adviser and client experiences.
• Apply strong data analysis skills to investigate issues, identify root causes and support technology and business teams with data-related queries.
• Plan and execute system testing, coordinate user acceptance testing and support implementation of planned releases and BAU fixes.
• Identify and manage programme‑level risks, issues and dependencies, escalating appropriately to minimise delivery impacts.
• Build strong relationships with stakeholders, SMEs, Product Owners and delivery partners while supporting business readiness and successful adoption of change.

Job description

IOOF Holdings Limited seeks a Senior Technical Business Analyst to join the Advice Technology team in Sydney. You will translate complex business requirements into technical specifications, integration designs and practical solutions that improve adviser and client experiences.

In collaboration with Product, Engineering and Architecture, you’ll shape transformation initiatives, identify opportunities to optimise platforms and end-to-end processes, and ensure solutions meet business needs and