Consultant, Business Analyst--Tax Exempt Market (TEM)

Fidelity • Smithfield, RI

1d

About The Position

The Tax Exempt Market (TEM) supports mission-driven institutions—including major healthcare systems, colleges, and universities—by delivering retirement plan services that improve financial well-being. In this role, you will work closely with TEM Product Leadership, Engineering, Distribution, Operations, and global partners to design, deliver, and support critical product capabilities across the TEM ecosystem. As a Consultant, Business Analyst, you will play a critical role in driving complex product initiatives forward within the TEM Product Area. This role operates as a senior individual contributor with high autonomy, responsible for leading end-to-end business analysis across multi-team epics and sub-initiatives. You will translate complex business needs into clear, actionable requirements and partner closely across Product, Distribution, Technology, and Operations. You are not expected to perform technical implementation; however, you must be highly systems- and data-literate to guide delivery and influence decisions.

Requirements

• 7+ years of experience supporting product development through strong business analysis in financial services, technology, or other regulated environments.
• Ability to drive tactical initiatives, through implementation, of a product strategy/roadmap.
• Self-directed and motivated to stretch outside comfort zone and learn and apply new skills.
• Strong written and verbal communication skills.
• Proven experience leading epics or large initiatives in Agile environments.
• Strong interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers.
• Strategic Curiosity & Learning Agility: Quickly learn complex domains, challenge assumptions, and translate ambiguity into structured insight.
• Initiative-Level Problem Structuring: Break down multi-team epics into clear components, dependencies, and risks to drive execution.
• Agile & Delivery Leadership: Lead epics and stories across squads, ensuring value-based prioritization and consistent delivery.
• Requirements & Solution Definition: Drive discovery, define current/future states, and deliver high-quality user stories and acceptance criteria.
• Highly Collaborative & Cross-Organizational Mindset: Proactively partner across TEM and other business units to identify the right stakeholders and build strong working relationships critical to success.
• Facilitation & Alignment: Lead working sessions, synthesize diverse inputs, and guide teams toward clear decisions and shared outcomes.
• Ownership, Accountability & Adaptability: Take end-to-end ownership of outcomes, navigate shifting priorities, and remain effective in a dynamic environment.
• Systems, Data & Process Thinking: Connect systems, data, and processes to identify impacts and opportunities, while leveraging and adapting established best practices across the organization.

Nice To Haves

• Category: Business Analysis Certifications

Responsibilities

• Lead end-to-end business analysis across multi-team epics and sub-initiatives.
• Translate complex business needs into clear, actionable requirements.
• Partner closely across Product, Distribution, Technology, and Operations.
• Guide delivery and influence decisions, leveraging systems- and data-literacy.
• Create and maintain clear artifacts (e.g., initiative mapping, requirements, workflows) that bring transparency to a high-volume, complex body of work.
• Ensure downstream readiness while continuously improving processes by adopting and tailoring proven practices from across business units.
• Lead complex epics from discovery through go-live, ensuring clarity, momentum, and execution excellence.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed