Note: Fidelity will not provide immigration sponsorship for this position.
The RoleThe Senior Business Analyst role (or Program Manager) within Compliance Platform Strategy is crucial in enabling Corporate Services Technology (CST) to continuously modernize, consolidate and digitize technology solutions and provide enhanced user experience to Fidelity associates! This role will analyze complex business components to identify operational, financial, technological or improvement opportunities. They will serve as a leader and liaison between cross-functional teams.
The Expertise and Skills You BringThe Senior Business Analyst (or Program Manager) role provides an outstanding opportunity to develop a broad and deep understanding of the Compliance businesses! This role requires partnership and close collaboration with project teams to drive requirements gathering, in-depth end-user testing, collect feedback and incorporate recommendations into future requirements releases. You will ensure solutions meet the business needs and requirements, while maintaining relationships with various partners.
Bachelor's degree or equivalent with 5 years of experience.
Ability to analyze and document business processes and complex test cases.
Update, implement and maintain processes and procedures.
Shown experience in creating and analyzing workflows.
Gather information from meetings with partners and produce informative reports.
Develop and deliver clear and concise written and verbal communications.
Strong ability to partner and work collaboratively with cross-functional teams.
Solid track record to handle multiple tasks, prioritize work independently, and deliver timely results.
Flexible and adaptable to changing needs and shifting priorities.
Deliver presentations to share ideas and insights.
The Compliance Platform Strategy team facilitates the implementation, transformation, and maintenance of compliance systems to meet the firm's regulatory obligations, reduce customer friction, and build a digital compliance platform for the future. Our team is made up of analysts and program managers that work closely with CST to ensure they have a solid understanding of Surveillance, Operations, Compliance, Anti-Money Laundering and Fraud Investigations, and Digital Asset's current and future needs.
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
- Bachelor's degree or equivalent with 5 years of experience
- Ability to analyze and document business processes and complex test cases
- Experience updating, implementing, and maintaining processes and procedures
- Experience creating and analyzing workflows
- Ability to gather information from meetings and produce informative reports
- Strong written and verbal communication skills
- Ability to collaborate with cross-functional teams
- Ability to manage multiple tasks, prioritize independently, and deliver timely results
- Flexibility and adaptability to changing priorities
- Ability to deliver presentations and share ideas and insights
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.
