The Purpose of This Role
Our Director, Business Analysis / Chapter Leader role blends a deep level of expertise for delivering product solutions with a passion for hiring, developing and leading people. This multifaceted role allows you the opportunity to deliver independently as a Business Analyst and as a manager (Chapter Leader) of 5-7 Business Analysts as part of the Customer Solutions Business Analysis team. In this position, you will enable your team to execute, grow and develop in their area of expertise while also owning and delivering critical features independently as a key member of our Fiduciary Solutions team. You are chief advocate for Business Analysis Chapter excellence and actively engage in Chapter initiatives while partnering with product area leadership to meet their resourcing/talent needs and deliver product capabilities.
As a seasoned leader, you will effectively balance your time between successfully leading your individual deliverables and supporting your team as they lead and execute work across the broader Defined Contributions Innovation product roadmaps. You will provide effective leadership and management across deliverables with a focus on communication, risk mitigation, quality assurance, effective delivery and building strong relationships. You will be a key member of the Fiduciary Solutions Product Delivery team within the Defined Contributions Innovation Product Area working closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals within our Workplace Investing Emerging Businesses.
The Expertise We’re Looking For
15+ years of Overall Experience spanning across Business/System Analysis, Project/Program Management, Product Management and People Leadership
Agile experience with Jira or similar Agile backlog management tool preferred
The Value You Deliver
Participate in defining the product roadmap, developing more detailed quarterly execution goals and working independently across business and technology partners to produce key deliverables.
Partner effectively across multiple stakeholder teams to develop a strong presence that that enables successfully collaboration and delivery to meet business objectives
Act as a role model and promote Fidelity leadership behaviors to create an innovative, results focused culture
Work with key partners to define product features and maintain awareness of internal and external market trends impacting product direction
Establish trusted relationships with key business partners in Sales, Operations, Implementations, Technology and Legal, Compliance, and Risk to drive initiatives to completion
Support, mentor and coach members of your team enabling them to deliver more successfully across the breadth of features they will support
Provide day to day leadership, mentoring and development planning for your team of Business Analysts as they support the overall goals of the DC Innovation Product Area
The Skills you Bring
Committed, inspirational people leader excited about mentoring and developing your team
Excellent interpersonal and communication skills with which you build and grow strong cross-functional partnerships and relationships at all levels of the organization
Strategic problem solver passionate about leading, mentoring and developing people
Established leader with the ability to negotiate, influence and collaborate with business and technology partners to deliver creative solutions to complex business problems
Proven ability to facilitate meetings with various audiences, drive to decisions and document outcomes
Extensive experience across product development lifecycle – including business analysis & research, business process mapping, the documentation of business requirements, user acceptance testing and product deployment.
The Team
The Customer Solutions Business Analysis Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing Product Roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs.
Customer Solutions is a global organization and our mission is to drive the realization of results by translating business objectives into actionable plans and solutions that drive customer value! We provide Business Analysis expertise necessary to support Business and Technology delivery of prioritized work utilizing Agile and scrum techniques within Fidelity Workplace Investing.
Certifications:Category:Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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.
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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.






