Orion Advisor Technology

Position Title: Product Business Analyst

Reports to: VP, Product Owner

Department: Technology

Location: 3600 American Blvd. W., Suite 700, Minneapolis, MN 55431 / In office position

Classification: Full-time; Exempt

Summary: The Product Business Analyst is an integral member of our development and technology support team. Primary responsibilities include: facilitating communication between technical and business resources, assisting with product support, outlining new product development, and administrating internal Salesforce environments.

Essential Job Functions: Communicate effectively between a wide range of business stakeholders and the development team on gathering business requirements, solution design, and project implementation. Assist the product owner with managing the product backlog, developing detailed user stories, documenting solutions, and prioritizing development items.

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 developer console, and other Salesforce/browser debugging tools

· Document User Stories for new features and ongoing enhancements.

· Create ad hoc reports, dashboards, and scorecards using data from multiple systems to support different business needs and departments, as well as troubleshoot and audit data issues

· Complete user acceptance testing as needed, use your understanding of business requirements to determine whether the product is functioning as expected and meets user and business needs.

Qualifications:

· Bachelor’s degree in MIS or a related field

· Experience with Salesforce administration including user management, sharing rules, and data visibility or desire to expand expertise in this area

· Experience in Scrum/Kanban methodologies and their various processes and ceremonies

· Strong understanding of business analysis concepts including requirements gathering, user stories, acceptance criteria, communication, and documentation

· Experience writing effective user stories and acceptance criteria, managing product backlogs, and effectively facilitating refinement meetings

· Salesforce Certified Administrator preferred

· Basic understanding of the Salesforce development platform including Apex, SOQL, Visualforce, and LWC

· Familiarity with cloud services like AWS (Lambda, EC2, RDS, CloudWatch), preferred

· Preferred experience with HTML and CSS, UX design and prototype building, Conga (Orchestrate, Collaborate), Orion Advisor Tech, JIRA administration (including user management, configuring workflows and screens, and permission settings), Visio (workflow visualization)

· Proficiency with Microsoft Office Suite, including Excel and Access

· Familiarity with the wealth management or insurance industry strongly preferred

Core Competencies:

· Ability to manage competing demands and priorities

· Attention to detail a must

· Strong Problem-Solving Skills

· Desire to take ownership of projects and see them through to completion

· Strong team player

· Strong Listening and Writing Skills

Compensation & Benefits:

Compensation (based on experience)

· Annual base salary: $65,000 - $85,000

· This is an exempt position

· Annual performance bonus target: 7%

Benefits

· Employee benefits (medical, dental, vision, life insurance, other)

· 401k with employer match

· Paid Time Off

· Free onsite parking

Location: Simplicity Minnesota Office

3600 American Blvd. W., Suite 700, Minneapolis, MN 55431

*This role is an in-office position

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 financial institutions, as well as 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 $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 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.