Senior Manager, Product Development Analyst, Wealth Product & Investment Performance
Note: Fidelity will not provide immigration sponsorship for this position.
The RoleWe are looking for a curious, collaborative, and digitally savvy Business Analyst to help shape the next generation of Fidelity’s wealth planning experiences. In this role, you will support the development of customer-centric solutions that enhance how clients engage with our Wealth Management offerings. In this role, you will:
- Collect and analyze information across a diverse set of individuals and teams, clearly articulating the full story across multiple workstreams.
- Enable work across a broad group of partners to ensure experiences delivered are cohesive within overall wealth planning.
- Develop business analysis expertise and experience opportunities for leadership growth with the Wealth Organization.
- Bachelor’s degree with 8+ years of work experience including 4+ years of financial services experience.
- MBA, FINRA licenses or related designations a plus
- Solid understanding of investment products, including managed accounts, the financial planning process and advisory solutions.
- Proven experience analyzing complex customer and business requirements; anticipating operational risks, regulatory considerations and user experience challenges.
- Ability to work independently to assimilate new information, form conclusions and clearly communicate ideas and solutions.
- Experience gathering and documenting detailed business requirements, collaborating with cross-functional partners including product, design and development teams.
- Ability to define and support end-to-end testing and validation approaches to ensure high-quality customer and business outcomes.
- Adept at facilitating discussions with key business partners, ensuring productive dialogue, and influencing critical decisions.
The Wealth Implementation and Experiences Product Area, within the Wealth Solutions Domain, supports a suite of Wealth applications used by clients as well as planning, service, and operations associates to deliver best in class planning experiences.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:Category:Product ManagementSkills Required
- Bachelor's degree with 8+ years of work experience including 4+ years of financial services experience.
- Solid understanding of investment products, including managed accounts, the financial planning process and advisory solutions.
- Proven experience analyzing complex customer and business requirements and anticipating operational risks, regulatory considerations and user experience challenges.
- Experience gathering and documenting detailed business requirements and collaborating with cross-functional partners including product, design and development teams.
- Ability to define and support end-to-end testing and validation approaches to ensure high-quality customer and business outcomes.
- Ability to work independently to assimilate new information, form conclusions and clearly communicate ideas and solutions.
- Adept at facilitating discussions with key business partners, ensuring productive dialogue, and influencing critical decisions.
- MBA, FINRA licenses or related professional designations.
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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