Business Analyst – Wealth Experience

Fidelity Investments • Merrimack, NH

16h • Hybrid

About The Position

The Role We 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.

Requirements

• 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; 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.

Nice To Haves

• MBA, CFP or other related licenses or designations a plus

Responsibilities

• 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.
• Define and support end-to-end testing and validation approaches to ensure high-quality customer and business outcomes.
• Facilitate discussions with key business partners, ensuring productive dialogue, and influencing critical decisions.

Benefits

• Fidelity Investments is an equal opportunity employer.
• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 101-250 employees