Senior Manager, Product Development Analyst, Wealth Product & Investment Performance
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.
- Ability to define and support end-to-end testing and validation approaches to ensure high-quality customer and business outcomes.
- Adept at facilitating discussions with key business partners, ensuring productive dialogue, and influencing critical decisions.
Nice To Haves
- MBA, FINRA licenses or related 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.
- Gathering and documenting detailed business requirements, collaborating with cross-functional partners including product, design and development teams.
- Define and support end-to-end testing and validation approaches to ensure high-quality customer and business outcomes.
- Facilitating discussions with key business partners, ensuring productive dialogue, and influencing critical decisions.
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
Senior
