Agile Business Analyst

Be a part of the team behind our success!  At Advisor Group, we support more than 11,300 financial professionals, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Advisor Facing Technology Opportunity in Financial Services

Business Analyst - Agile

Location:          20 E Thomas Rd. #2000, Phoenix, AZ 85012


Responsible for helping the business transform their vision for our Advisors into working products; using Agile methodologies and tools to build roadmaps, create stories, and work with IT on refinement, sprint planning, and delivery. The role involves communicating deliverables and progress clearly to stakeholders, facilitators and partners.  Also supports project/program managers in planning, managing, documenting, and communicating timelines, tasks, issues, decisions, and risks to ensure successful delivery of business objectives. 

Keys:    agile, business analyst, BA


  • Help drive/support enterprise-scalable product design, development and deployment in an Agile environment 
  • Participate in planning and scoping sessions for a technology product or platform 
  • Responsible for conducting sessions to gain insights into end user and customer needs 
  • Author detailed functional and non-functional business requirements / user stories / personas / journeys / KPIs / mock-ups that map business strategy, customer demands, and technology delivery 
  • Coordinate with business subject matter experts (SMEs) and stakeholders to capture key solution features and capabilities for solution design 
  • Determine how solutions impact existing work processes and systems, and how to manage the integration of new processes or functionality 
  • Plan effort estimations (Sprint planning) and roadmap development sessions to define sprints based on business priority and impact 
  • Provide feedback to the executive sponsors using Agile based metrics 
  • Ensure development lifecycle and control processes are followed end-to-end 
  • Translates business goals and end user needs into product strategy; communicates direction and product priorities to the development team, other matrixed teams, and third-party partners 
  • Manage and oversee user acceptance and business validation cycles with SMEs to ensure IT enhancements and project demands are delivered successfully with anticipated results 
  • All other duties as assigned

Education Requirements:

  • Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.  Minimum of high school diploma or equivalent is required. 

Basic Requirements:

  • 5+ years of experience as a member of an Agile software development team, preferably as an Agile Business Analyst, Product Owner or Scrum Master 
  • Experience in dealing with multiple enterprise-scalable projects and cross-functional teams, and ability to coordinate across teams in a large matrix organization 

Preferred Requirements:

  • Experience in Financial Services, Broker-Dealer Industry preferred 
  • Ability to demonstrate how to conduct story mapping and user story writing sessions to create a product backlog 
  • Ability to explain various ways to create user stories and document acceptance criteria 
  • Demonstrated skills facilitating remote meetings with participants across multiple locations 
  • Demonstrates excellent communication skills and has a customer focused mindset 
  • Ability to evaluate information gathered from multiple sources, reconcile conflicts and break down high-level information into details 
  • Strong management, communication, technical and remote collaboration skills
Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Work Location

Unless expressly listed for the position, neither relocation benefits nor remote work arrangements are available for the position. Attendance at assigned business location on designated work schedule is required.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.