Deployment Analyst

Fidelity • Smithfield, RI

4d • Hybrid

About The Position

The Role We are seeking a Deployment Analyst, who will blend deep product knowledge and consultation skills, with the ability to execute deliverables within the product deployment phase. You have a passion for empathizing with our clients in defining the opportunities, generating configurable solutions, collaborating with stakeholders, and optimizing product enablement. The primary focus areas for a Product Deployment Associate are: Consult: Consult and understand client requirements cultivating configurable account onboarding workflows that boost operational efficiency, ensure seamless processing, and deliver intuitive experiences for both advisors and support teams Deploy: Consistently demonstrate skills, behaviors, and abilities needed to successfully deploy and configure the best onboarding solution. Support: Drive continuous improvement with a customer-obsessed approach by leveraging product expertise, research and best practices to optimize account onboarding experience. The Team Are you ready to help redefine the future of digital onboarding in wealth management? Join a dynamic, client-facing team at the forefront of transformation as we deploy Wealthscape Account Onboarding (WAO) for IWMS firms. As a Deployment Analyst, you will play a pivotal role in delivering a top-priority initiative that replaces paper-heavy processes with seamless, digital experiences, including formless onboarding and Click to Agree signing. Partner closely with cross-functional experts and the team leader to drive adoption, solve real-world challenges, and make a lasting impact on how our clients do business.

Requirements

• Bachelor’s degree required and equivalent career experience preferred.
• 2+ years of experience in product development, client management, or software deployment; demonstrated strong analytical skills and technical aptitude.
• Proficiently lead all Product Deployment responsibilities with a focus on product improvements and client adoption efficiency.
• Keen focus on the end-to-end customer experience; resolve user pain points while working across stakeholders to prioritize solutions.
• Demonstrate a grow and learn mindset to advance skills and approach work with a constant curiosity to keep current with business and client needs.

Responsibilities

• Consult and understand client requirements cultivating configurable account onboarding workflows that boost operational efficiency, ensure seamless processing, and deliver intuitive experiences for both advisors and support teams
• Consistently demonstrate skills, behaviors, and abilities needed to successfully deploy and configure the best onboarding solution.
• Drive continuous improvement with a customer-obsessed approach by leveraging product expertise, research and best practices to optimize account onboarding experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees