Principal Business Analyst

Fidelity InvestmentsSmithfield, RI
1d$79,000 - $180,000Hybrid

About The Position

The Role FCFE Busiess Analysts are pivotal in translating customer and business needs into actionable digital solutions, partnering with stakeholders and teams to ensure products deliver maximum value. As an FCFE Business Analyst, you will: Identify and document the needs of customers, stakeholders, and project goals. Create detailed user stories that outline specific functionalities from the end-user’s perspective. Create cross-functional workflows that map the experience and supporting processes. Lead engagement with Legal, Risk, and Compliance. Ensure that the solutions meet the defined requirements. Develop and implement strategies for introducing new products or features. Gauge the effectiveness of solutions and identify areas for improvement. Employs strong story telling skills. Maintain timely communications with leaders, stakeholders, and partners. Provide a deep understanding of how the digital product works. The Team FCFE’s mission is 'To inspire, educate, and empower families and advisors to spark and sustain conversations about the emotional, relational, and generational aspects of wealth.' You will be aligned with FCFE’s Digital product team- we are responsible for building new digital experiences for Advisors and Clients. We’re looking for forward thinkers willing to explore AI and other solutions to solve interesting problems. You can check out the very beginning of our digital work at fcfe.fidelity.com.

Requirements

  • Bachelor's degree required.
  • 5+ years of business analysis experience delivering high value, digital solutions.
  • Experience working in an agile team required.
  • Client-obsessed with a passion to solve challenges through a data driven approach.
  • An affinity for technology and stay up to date on industry innovations.
  • Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making.
  • Comfortable with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information.

Nice To Haves

  • Experience in AI or Data Science would be desired.
  • Experience in the areas of account maintenance, account opening, and/or money movement, including the processes, regulations, digital platforms, and market trends desirable.
  • Prior experience as a phone or back-office associate in our regional center is desired.

Responsibilities

  • Identify and document the needs of customers, stakeholders, and project goals.
  • Create detailed user stories that outline specific functionalities from the end-user’s perspective.
  • Create cross-functional workflows that map the experience and supporting processes.
  • Lead engagement with Legal, Risk, and Compliance.
  • Ensure that the solutions meet the defined requirements.
  • Develop and implement strategies for introducing new products or features.
  • Gauge the effectiveness of solutions and identify areas for improvement.
  • Employs strong story telling skills.
  • Maintain timely communications with leaders, stakeholders, and partners.
  • Provide a deep understanding of how the digital product works.

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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