Manager, Business Analysis - Wealth Client Experience
About The Position
The Business Analyst within the Client Experience division supports and executes Entity Change events for advisors operating on the Fidelity RIA platform. This role primarily focuses on Mergers and Acquisitions involving existing advisors or RIAs in the onboarding process. The position also supports ongoing maintenance events, including Name and Ownership Changes. Key responsibilities include consolidating business structures under the receiving RIA’s internal records and ensuring accurate updates to RIA names and related attributes across the platform. The Business Analyst conducts detailed analyses of each RIA’s business model, operational dependencies, and product configurations, translating requirements into precise, targeted tasks to implement necessary changes. This role manages events of varying size, complexity, and scope, requiring a strong understanding of Fidelity’s products, services, and operational processes. The Business Analyst partners closely with internal stakeholders to coordinate activities, ensure alignment, and drive timely execution. Adherence to defined procedures is essential, and the individual is expected to develop subject matter expertise in applicable areas. As a client-facing role, this position plays a critical role in delivering a seamless experience and has a significant impact on overall client satisfaction within the RIA space.
Requirements
- Bachelor’s Degree or Commensurate Work Experience
- Client facing service experience required
- Must possess strong analytical and problem-solving skills and a willingness to make the extra effort to resolve issues
- Ability to work in a team environment
- Excellent verbal and written communication skills
- Highly motivated, self-directed and an independent problem solver
- Flexible/adaptive to change
- Obsessed with delivering a superior client experience to our financial intermediary client base
Nice To Haves
- Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)
Responsibilities
- Consolidating business structures under the receiving RIA’s internal records
- Ensuring accurate updates to RIA names and related attributes across the platform
- Conducting detailed analyses of each RIA’s business model, operational dependencies, and product configurations, translating requirements into precise, targeted tasks to implement necessary changes
- Managing events of varying size, complexity, and scope
- Partnering closely with internal stakeholders to coordinate activities, ensure alignment, and drive timely execution
- Adhering to defined procedures
- Developing subject matter expertise in applicable areas
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
101-250 employees
