Date: 2 Jul 2026
Location:
MELBOURNE, VIC, AU, 3008 HOBART, TAS, AU, 7000 SYDNEY, NSW, AU, 2000
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Employment Type: Max Term Full Time
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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.
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
We are looking for a senior practitioner who is comfortable leading from the front, influencing stakeholders, and bringing structure to complex problem spaces.
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 capability
Experience 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.
If this sounds like your kind of career, you sound like our kind of person. With us, you’ll do work that builds your technical know-how and challenges our entire industry to move forward. Along the way, you’ll be free to explore new ideas and technology, solve problems in a team, and independently to get great things done. Around here, we like to call it “putting our fingerprints on the future”.
People-inspired tech
Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.
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To Apply
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.
