Fidelity will not provide immigration sponsorship for this position.
Job Description:The Role
The Digital Engagement and Transformation teams help create exceptional digital experiences at scale. Our team members humanize products, services, and experiences by:
- Integrating deep research and industry awareness
- Influencing product strategy
- Driving implementation across client and associate touchpoints
As a Senior Business Analyst within Digital Engagement and Transformation, you will work with a delivery team supporting digital experiences for our brokerage clients and associates. You will provide business process analysis, requirements expertise, and delivery support throughout the development lifecycle. Candidates must be able to leverage data to inform decisions, synthesize and clearly communicate insights, and apply a customer-first mindset with ownership, curiosity, and a commitment to continuous learning to deliver impactful results.
The optimal candidate will be able to build and champion cross-business unit relationships across operations, product, technology, data, and analytics. This person will routinely analyze what drives volumes, behaviors, and business outcomes, then validate insights through strong analytical methods and clear communication.
You will play a role in supporting digital initiatives and enhancements, including:
- Identifying opportunities through data analysis, research, and business insights
- Translating business needs into clear requirements, user stories, process flows, and acceptance criteria
- Partnering with Product Managers to shape innovative and scalable solutions
- Collaborating with technology, operations, data, analytics, and readiness partners to support successful delivery
- Supporting backlog refinement, sprint planning, testing, readiness, and implementation activities
- Formulating and validating hypotheses to understand client, associate, volume, or behavioral trends
- Measuring business outcomes and using insights to inform future enhancements
The Expertise and Skills You Bring
- Bachelor’s Degree with 5 plus years of experience
- Client-focused problem solver with a data-driven approach to delivering high-impact digital solutions
- Ability to translate complex business needs into actionable requirements for delivery teams
- Strong analytical and problem-solving skills
- Collaborate effectively across product, operations, technology, data, and analytics teams while contributing independently
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
- Experience with Excel (intermediate to advanced) and business intelligence tools
The Team
Digital Engagement and Transformation is passionate about bringing together people, processes, and technology to serve our growing customer base. Team members share a common foundation of analytical, delivery, and product skills, along with specialized expertise aligned to the products and experiences they support.
As a member of the Digital Engagement and Transformation team, you will be part of a dynamic community of product and delivery professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand your impact.
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 and 5 or more years of experience
- Client-focused problem-solving with a data-driven approach
- Ability to translate complex business needs into actionable requirements
- Strong analytical and problem-solving skills
- Ability to collaborate across product, operations, technology, data, and analytics teams
- Strong organizational skills and ability to manage multiple priorities
- Intermediate to advanced Microsoft Excel experience
- Experience with business intelligence tools
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.
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