Carrier Operations, Platform Analyst en Magis Capital Partners / FIDx

Job Title: Platform Analyst – Carrier Onboarding & Operations

About Us:
 We are a FinTech company transforming how financial advisors access, sell, and manage annuities. Our platform simplifies complex processes, enabling advisors to deliver better retirement outcomes for their clients while helping carriers scale efficiently.

Role Overview:
As a Platform Analyst on the Carrier Onboarding & Operations team, you will manage carrier relationships for new product launches, product changes, and special projects. You’ll serve as the bridge between carrier clients, internal teams, and technology partners, ensuring smooth onboarding and operational execution. This role combines client management, business analysis, and project management in a fast-paced, collaborative environment.

Key Responsibilities:

• Act as the primary point of contact for carrier partners on onboarding, product changes, and operational projects.
• Analyze carrier and product requirements; translate them into clear documentation for setup, testing, and integration.
• Partner with internal technology and operations teams to deliver accurate, timely product implementations.
• Manage multiple projects with shifting priorities, ensuring successful delivery.
• Support operational workflows, including trade processing, reconciliations, and troubleshooting.
• Leverage tools such as JIRA, Monday.com, and workflow platforms to track progress and communicate updates.
• Provide testing support for new products, product changes and enhancements.
• Drive continuous process improvement and knowledge sharing across the team.

Qualifications:

• Bachelor’s degree in Business, Finance, Computer Science, or related field (or equivalent experience).
• Background in financial services with direct annuity industry experience preferred.
• Business analyst or project management experience, with ability to manage initiatives from start to finish.
• Technical background with SQL Server knowledge and ability to learn new systems from scratch.
• Strong written and verbal communication skills, including excellent phone presence.
• Ability to manage multiple priorities and deliver projects 100% in a dynamic environment.
• Experience with industry and workflow tools such as:
  • Hexure FireLight
  • iPipeline Affirm
  • JIRA
  • Monday.com

Nice-to-Haves:

• Knowledge of DTCC or ACORD standards.
• Prior experience working directly with carrier clients on platform integrations.

Why Join Us:

• Work at the intersection of financial services and technology, helping modernize the annuity industry.
• Direct exposure to carriers, distribution partners, and financial advisors.
• Growth opportunities in client management, project leadership, and platform operations.
• Competitive compensation, benefits, and flexible work environment.
  • Benefits for full-time employees include: 
    • Medical
    • Dental
    • Vision
    • Life Insurance
    • Parental Leave
    • Short-Term disability
    • 401k Match
    • Vacation, Sick & Holiday paid time off
    • Employee Assistance Program
    • Discounts on Pet insurance
      
      

Physical Effort & Travel:

Prolonged periods sitting at a desk, working on a computer, and corresponding through phone, video calls, or email. Must be able to lift to fifteen pounds at times. Travel as needed. 

Position Type and Expected Hours of Work

This role routinely involves standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. On occasion the job will require going out in the field to visit clients. The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. This position is classified as Exempt and not eligible for overtime pay. Salary offered will be dependent on candidate's skill level and experience.

DISCLAIMER

All offers for employment with Magis Capital Partners and FIDx are contingent upon the candidate having successfully completed a criminal background check. Magis will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Magis is an Equal Opportunity Employer. We are not able to sponsor Visas of any kind at this time.