Retirement and Wealth - Business Analyst (Remote

Join Us! Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.

Join Us! Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey. Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what s right;

Cultivate Trust through integrity, transparency, and accountability;
Aim Higher by never settling for what s expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes. Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life changing impact that enriches lives and helps build a better future. Learn more at  We believe in finding the best talent!

While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided. Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).

This requirement does not apply to support specialist positions. Don t meet every single requirement? That s okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you re energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey.

We look forward to receiving your application. Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future.

Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at  We have been recognized for our remarkable growth on lists such as Crain s Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In s 2025 Best Places to Work and Gallagher s 2022 Best-In-Class Employer awards.

The Business Analyst will report to the Sr. Product Manager in the Product Management department. This role will support the design and implementation of workflow solutions that automate and optimize operational processes across the organization. Experience with workflow platforms such as Appian or others is highly desirable, as the Business Analyst will work closely with stakeholders to document processes, identify improvement opportunities, and translate business needs into scalable workflow solutions.

This individual will collaborate closely with product, operations, legal, compliance, and technology teams to evaluate current processes, document business rules, identify opportunities for improvement, and support the delivery of scalable, operationally sound solutions that optimize business performance and reduce risk.

Key duties include producing high quality requirements, improving documentation and shared understanding across teams, maintaining decision and process artifacts, and supporting delivery efforts throughout the product lifecycle. This role contributes across discovery, design, validation, testing, and implementation activities with a strong focus on requirements quality, operational workflow understanding, and business rule clarity.

• Translates business, operational, and compliance needs into clear, testable requirements.
• Leads detailed requirement elaboration, including business rules, validations, data requirements, exception paths, and edge cases.
• Provides dependency/impact assessment (systems, vendors, ops, compliance)
• Runs structured requirement intake with stakeholders
• Ensures stakeholders agree on rule interpretations and exception handling
• Coordinates rule clarity across pods when workflows intersect
• Flags upstream/downstream impacts of proposed changes
• Supports OKRs by defining measurable operational indicators
• Establishes data needs, sources…