The Role
Are you interested in joining a highly collaborative, fast-paced, growth area in an organization where you can help drive client outcomes and inspire change while managing a team of approx. 4-8 talented analysts? Managed Accounts are a growing business in the financial services industry, and Strategic Advisors Technology is seeking a Principal Systems Analyst - Player Coach to help our advisor business grow. We are looking for individuals who are passionate about investment management, problem solving, building great things, and continuously improving, with solid leadership experience.
- The Team
The Account Management Compute and Review team within Strategic Advisors Technology provides personalized portfolio management to Fidelity's over 3 million managed accounts customers, providing tax advantages and customizations all with the aim to help customers realize their investment goals.
As a Principal Systems Analyst & Player Coach, you set overall purpose and vision for the work of a team, serving as the end-to-end gatekeeper of the mission, strategy, product life cycle and value creation. This is not just about gathering requirements & running workshops; it's about understanding the 'why' behind them. You will then work with your Development Team to translate Epics into user stories and deliver high quality, innovative and timely solutions.
Outside of the development team you will work closely with Fidelity's Strategic Advisors portfolio engineers, investment architects and operations team to understand their vision and challenges.
The Expertise and Skills You Bring
- Bachelor's degree (or above) in technology or finance related field
- 7+ years of experience in business/systems analysis, product owner, and/or product management
- Excellent communication, organization and planning, and presentation skills for your team and for executives
- Experience working on distributed and multi-time zone teams.
- Proven expertise designing, developing, and maintaining large, complex, and dynamic products and solutions
- Agile, Jira experience, preferably from a planning perspective
- Financial services industry knowledge and experience vital, investment management and/or wealth management domain knowledge needed and financial optimizer experience a plus
- Translate strategic objectives into consumable, actionable plans, that your team or product area can build from
- Derive initiatives and end-to-end workflows that can be broken down into sub-initiatives, epics & stories with well-defined business value and designs
- Track record of building highly engaged, industrious teams with a strong focus on execution and the ability to identify, communicate, and remove impediments
- Effective at running fusions for estimating and planning large efforts that articulate the project demands, assumptions, schedule, and risks, and help advise Product Area roadmap and capacity needs
- Capable of leading, influencing, and motivating colleagues on solutions, ways of working and tools without formal authority, many times outside of our direct team and in matrixed situations
- Innovative, intellectually curious, and a team player who can continuously improve our culture, process, and tools, and encourage an agile way of working
People Management
- Experience identifying and acquiring talent needs; and resource planning and talent allocation across large organizations
- Experience and passion for leading, coaching, mentoring and developing team of high performing System Analysts.
- Conduct regular 1:1s, performance discussions and talent development planning for approximately 8 Senior Systems Analysts
- Promote an inclusive, high engagement team culture focused on quality and continuous improvement encouraging innovation and skill development
Skills Required
- Bachelor’s degree or higher in technology, finance, or a related field
- 7+ years of experience in business analysis, systems analysis, product ownership, and/or product management
- People management experience, including leading, coaching, mentoring, and developing systems analysts
- Experience managing talent needs, resource planning, and talent allocation across large organizations
- Experience conducting one-on-ones, performance discussions, and talent development planning
- Excellent communication, organization, planning, and presentation skills
- Experience working on distributed, multi-time-zone teams
- Expertise designing, developing, and maintaining large, complex, dynamic products and solutions
- Agile and Jira experience, preferably with a planning focus
- Financial services industry knowledge and experience
- Investment management and/or wealth management domain knowledge
- Financial optimizer experience
- Experience translating strategic objectives into actionable plans and breaking initiatives into epics and user stories
- Experience leading planning and estimation for large efforts, including schedules, assumptions, risks, and capacity needs
- Ability to influence and motivate stakeholders without formal authority in matrixed environments
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
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.
