The opportunity to join our team At Insignia Financial, we are continuing to evolve our Wrap platform and broader digital capability, with a strong focus on delivering smarter, more data driven and technology enabled outcomes. This is an opportunity to operate at a senior level, leading analysis across complex initiatives and influencing how we connect strategy to delivery. You will work closely with product, technology, and senior stakeholders to shape solutions that deliver meaningful outcomes for advisers and members, while mentoring others and helping teams navigate complexity with clarity and purpose.

The opportunity to join our team At Insignia Financial, we are continuing to evolve our Wrap platform and broader digital capability, with a solid focus on delivering smarter, more data driven and technology enabled outcomes. This is an opportunity to operate at a senior level, leading analysis across complex initiatives and influencing how we connect strategy to delivery. You will work closely with product, technology, and senior stakeholders to shape solutions that deliver meaningful outcomes for advisers and members, while mentoring others and helping teams navigate complexity with clarity and purpose.

In this 12 month role you will lead business analysis across strategic initiatives, driving alignment between business outcomes and delivery while uplifting capability across the team.

Partner with product owners, senior stakeholders, and delivery leaders to shape and communicate strategic requirements

Lead the translation of business needs into clear epics, user stories, and acceptance criteria

Facilitate workshops and stakeholder forums to drive alignment across complex initiatives





Act as the bridge between business and technology teams, ensuring clarity on value, scope, and priorities

Contribute to and influence backlog strategy, refinement, and alignment to delivery roadmaps

Use data, insights, and user feedback to inform decision making and continuous improvement

Identify and manage risks, assumptions, issues, and dependencies across initiatives

Lead planning activities including sprint planning and broader delivery planning

Manage requirements end to end, from discovery through to value realisation

Evaluate delivered solutions and identify opportunities to improve outcomes and unlock further value

Mentor and support Business Analysts, contributing to capability uplift and best practice

Our BA Philosophy

True collaboration

Strong interpersonal skills

Driven by team goals

Dedicated to delivering client focused outcomes

Strong iteration management skills

Deep capability in Agile ways of working

Advanced analytical thinking

Comfortable working across functions and influencing outcomes

Open, clear and pragmatic communication

What You Bring To This Role

7+ years’ experience in business analysis, ideally within financial services or superannuation

Strong technical skills in software delivery, including project tracking, SQL, Miro, etc





Proven experience leading analysis across large or complex initiatives

Strong stakeholder engagement skills, with the ability to influence at all levels

Deep experience eliciting and documenting requirements and facilitating workshops

Ability to translate complex business problems into clear, actionable outputs

Strong problem solving and analytical thinking capabilityExperience mentoring or supporting other Business Analysts

Strong understanding of end to end delivery and requirements lifecycle management

Experience working in agile delivery environments

Relevant certifications such as IIBA, Agile or Scrum preferred

A passion for continuous improvement and high quality delivery

A Little About The Team Software development at Insignia Financial is not like your typical enterprise environment. Our team culture is grounded in agile values, strong collaboration, and continuous improvement. Some of the highlights include:

Hiring talented people and giving them the space to do their best work

Cross functional, self organising teams

Minimal hierarchy and reduced organisational red tape

Encouragement of leadership at all levels

A strong focus on continuous improvement

Collaboration over rigid process

Find the better way What gets us excited about working here? Helping people feel good about their money as one of Australia’s leading financial wellbeing organisations. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives.

📌 Senior Business Analyst (Sydney)
🏢 Insignia Financial
📍 Sydney