Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions?
As a Senior Business Analyst in Fidelity’s Workplace Investing Customer Solutions Chapter, you will be a member of an Agile squad responsible for crafting an engaging experience for our clients. Day to day, you will work closely with a team of cross functional and dedicated squad members (product, technology, legal, compliance & risk partners) responsible for delivering specific business goals.
In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and build strong working relationships across the organization. As a Senior Business Analyst, you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team.
The Expertise and Skills You Bring
- Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements
- Experience with workflow design, data analysis, data visualization, and impact analysis
- Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available)
- Define epics, user stories, acceptance criteria, facilitate story grooming/refinement sessions, and demo sprint deliverables
- Lead the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives
- Perform end to end Business Acceptance Testing and ensure the traceability of test cases
- You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner
- Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners
- Manage dependencies across teams and work on multiple projects simultaneously
- Proven leadership by mentoring peers and showcase critical thinking by managing conflicts within teams
- 5-7 years transferable experience
- Bachelor’s degree preferred
The Team
WI Customer Solutions provides the WI Agile organization with business analysts and consultants. The Customer Solutions team is responsible for helping the business achieve results. Our role is to turn business objectives into useful plans and solutions that deliver outstanding customer value.
Note: Fidelity will not provide immigration sponsorship for this position.
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.
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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.
