Note: Fidelity will not provide immigration sponsorship for this position.
We are looking for a curious, collaborative, and digitally savvy Business Analyst to help shape the next generation of Fidelity’s wealth planning experiences. In this role, you will support the development of customer-centric solutions that enhance how clients engage with our Wealth Management offerings. In this role, you will:
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Collect and analyze information across a diverse set of individuals and teams, clearly articulating the full story across multiple workstreams.
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Enable work across a broad group of partners to ensure experiences delivered are cohesive within overall wealth planning.
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Develop business analysis expertise and experience opportunities for leadership growth with the Wealth Organization.
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Bachelor’s degree with 8+ years of work experience including 4+ years of financial services experience.
- MBA, FINRA licenses or related designations a plus
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Solid understanding of investment products, including managed accounts, the financial planning process and advisory solutions.
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Proven experience analyzing complex customer and business requirements; anticipating operational risks, regulatory considerations and user experience challenges.
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Ability to work independently to assimilate new information, form conclusions and clearly communicate ideas and solutions.
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Experience gathering and documenting detailed business requirements, collaborating with cross-functional partners including product, design and development teams.
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Ability to define and support end-to-end testing and validation approaches to ensure high-quality customer and business outcomes.
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Adept at facilitating discussions with key business partners, ensuring productive dialogue, and influencing critical decisions.
The Wealth Implementation and Experiences Product Area, within the Wealth Solutions Domain, supports a suite of Wealth applications used by clients as well as planning, service, and operations associates to deliver best in class planning experiences.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $89,000-$180,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Product Management
