Please Note: We are unable to provide visa sponsorship for this role
The Team
Our Mission: We serve those who serve others. The Tax-Exempt Market (TEM) supports mission‑driven institutions—including major healthcare systems, colleges, and universities—by delivering retirement plan services that improve financial well‑being.
Strategic Partnership: In this role, you will work closely with TEM Product Leadership, Engineering, Distribution, Operations, and global partners to design, deliver, and support critical product capabilities across the TEM ecosystem.
The Role
As a Lead TEM Business Analyst, you will play a critical role in driving complex product initiatives forward within the TEM Product Area. This role operates as a senior individual contributor with high autonomy, responsible for leading end‑to‑end business analysis across multi‑team epics and sub‑initiatives.
You will translate complex business needs into clear, actionable requirements and partner closely across Product, Technology, Operations, and Distribution. You will navigate systems, data, and workflows to help teams make informed decisions and deliver effectively. Work with technology partners to deliver solutions by leading delivery of features or epics.
Expertise You Have (Core Capabilities)
- Strategic Curiosity & Learning Agility: Quickly learn complex domains, challenge assumptions, and translate ambiguity into structured insight.
- Initiative‑Level Problem Structuring: Break down multi‑team epics into clear components, dependencies, and risks to drive execution.
- Requirements & Solution Definition: Drive discovery, define current/future states, and deliver high‑quality user stories and acceptance criteria.
Skills You Bring (Behavioral DNA)
- Highly Collaborative & Cross‑Organizational Mindset: Proactively partner across TEM and other business units to identify the right stakeholders and build strong working relationships critical to success.
- Facilitation & Alignment: Lead working sessions, synthesize diverse inputs, and guide teams toward clear decisions and shared outcomes.
- Ownership, Accountability & Adaptability: Take end‑to‑end ownership of outcomes, navigate shifting priorities, and remain effective in a dynamic environment.
- Systems, Data & Process Thinking: Connect systems, data, and processes to identify impacts and opportunities, while leveraging and adapting established best practices across the organization.
Value You Deliver
- Stakeholder Management: facilitate discussions with key business partners, ensuring productive dialogue, and influencing critical decisions
- Structured & Organized Execution: Create and maintain clear artifacts (e.g., initiative mapping, requirements, workflows) that bring transparency to a high‑volume, complex body of work—and enable others to effectively engage with them.
- Operational Readiness & Continuous Improvement: Ensure downstream readiness while continuously improving processes by adopting and tailoring proven practices from across business units.
Experience & Background
- Product Development & Business Analysis Experience:
7+ years of experience supporting product development through strong business analysis in financial services, technology, or other regulated environments. - Proven experience leading large initiatives in Agile environments.
- Strong communication skills with the ability to engage across business and technical stakeholders.
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.
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.
Skills Required
- 7+ years of experience in product development and business analysis in financial services or technology
- Proven experience leading epics or large initiatives in Agile environments
- Strong written and verbal communication skills
- Ability to drive product strategy/roadmap tactical initiatives
- Highly collaborative mindset and strong interpersonal skills
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
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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.
