Note: Fidelity will not provide immigration sponsorship for this position.
The RoleWe 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:
- Collect and analyze information across a diverse set of individuals and teams, clearly articulating the full story across multiple workstreams.
- Enable work across a broad group of partners to ensure experiences delivered are cohesive within overall wealth planning.
- Develop business analysis expertise and experience opportunities for leadership growth with the Wealth Organization.
- Bachelor’s degree with 8+ years of work experience including 4+ years of financial services experience.
- MBA, CFP or other related licenses or designations a plus
- Solid understanding of investment products, including managed accounts, the financial planning process and advisory solutions.
- Proven experience analyzing complex customer and business requirements; anticipating operational risks, regulatory considerations and user experience challenges.
- Ability to work independently to assimilate new information, form conclusions and clearly communicate ideas and solutions.
- Experience gathering and documenting detailed business requirements, collaborating with cross-functional partners including product, design and development teams.
- Ability to define and support end-to-end testing and validation approaches to ensure high-quality customer and business outcomes.
- 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.
Certifications:Category:Business AnalysisMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
