
201 - 500 employees
💸 Finance
💳 Fintech
🛍️ eCommerce
Finance • Fintech • eCommerce
Retired. com is a platform that connects clients with various financial services aimed at retirement planning, including investment opportunities in alternative assets such as cryptocurrencies, gold, and real estate. The platform facilitates access to self-directed IRAs and other retirement accounts, providing educational resources and tools to help users effectively manage their retirement savings and invest wisely. Retired. com is designed to empower users by simplifying the investment process and offering a range of retirement solutions aligned with individual financial goals.
🔥 4 hours ago
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201 - 500 employees
💸 Finance
💳 Fintech
🛍️ eCommerce
Finance • Fintech • eCommerce
Retired. com is a platform that connects clients with various financial services aimed at retirement planning, including investment opportunities in alternative assets such as cryptocurrencies, gold, and real estate. The platform facilitates access to self-directed IRAs and other retirement accounts, providing educational resources and tools to help users effectively manage their retirement savings and invest wisely. Retired. com is designed to empower users by simplifying the investment process and offering a range of retirement solutions aligned with individual financial goals.
• Serve as the Technology organization’s internal consultant to Finance, Marketing, Sales, and Operations — advising business unit leaders on technology capabilities, system constraints, and feasibility trade-offs that affect operational strategy and technology investment decisions. • Lead the development of functional and non-functional requirements, user stories, process flows, and acceptance criteria. Evaluate conflicting stakeholder input and make recommendations on requirements scope — including recommending de-scoping of items that do not meet feasibility, priority, or business-value thresholds — and drive resolution in collaboration with stakeholders and project leadership. • Develop, maintain, and enforce the Technology organization’s requirements management standards, documentation templates, and quality review protocols; assess requirements readiness and recommend when they meet the threshold for engineering handoff. • Serve as the lead facilitator for resolving requirements disputes between business units; surface conflicting priorities, present trade-off analyses, and drive alignment — escalating to senior leadership for final resolution when stakeholders cannot reach consensus. • Provide expert recommendations to the VP of Project Management and senior business leadership on technology roadmap sequencing, build-vs-configure-vs-buy trade-offs, and resource allocation decisions affecting the technology portfolio, supporting informed decision-making by leadership and cross-functional teams. • Analyze existing systems and workflows to identify, prioritize, and recommend solutions for gaps and inefficiencies; propose investigation scope and remediation approaches to technology leadership for approval within established project parameters. • Collaborate with data and analytics teams to define the reporting, metrics, and insights needed to measure business outcomes; recommend measurement frameworks and KPI definitions for stakeholder approval. • Maintain current, traceable documentation across all active projects; accountable for requirements quality such that defects traceable to requirements gaps are a direct performance measure of this role. • Leverage AI tools to accelerate requirements development, flowchart creation, acceptance criteria authorship, and documentation — applying professional judgment to validate and refine AI-generated outputs before engineering handoff.
• Bachelor’s degree in Business, Information Systems, Finance, Computer Science, or a related field required. • Three or more years of experience as a Business Systems Analyst, Systems Analyst, or similar role in a technology-driven organization, typically acquired through 3–5 years in a comparable environment. We’re looking for demonstrated experience leading requirements development end-to-end, proactively identifying scope and priority conflicts, and serving as a trusted requirements resource for engineering teams — not just gathering and documenting requirements under direction. • Experience in fintech, financial services, or investment platforms is strongly preferred. Familiarity with cryptocurrency trading, custody, and blockchain concepts; retirement account structures (e.g., IRAs) and related operational workflows; and alternative assets such as precious metals, real estate, or private investments will set you apart. • Proficiency in Azure DevOps, Confluence, or similar tools for requirements management and project documentation. Experience working with third-party integrations, APIs, and data feeds is a plus. Familiarity with business intelligence tools and business analysis certifications (CBAP, CCBA, PMI-PBA, or similar) are also welcome.
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