Senior Systems Analyst
About The Position
This role offers the opportunity to join a SaaS/cloud-first, innovative, and fast-paced technology team within Fidelity Institutional Technology, supporting FI Distribution Solutions. The team is responsible for the discovery, analysis, and delivery of client experience and servicing applications for intermediary and institutional customers. In this role, you will play a key part in supporting the ongoing development and enhancement of client servicing capabilities, including within the Salesforce CRM platform, helping to evolve the servicing model and overall client experience. As a Senior Systems Analyst, you will partner closely with business stakeholders to understand key business drivers and requirements, going beyond simply gathering requirements to fully understand the “why” behind them. You will collaborate with development teams and technology partners to translate these needs into well-defined user stories and scalable system solutions that drive high-quality, timely delivery. You will contribute to both new and existing technology products, performing in-depth systems analysis to ensure solutions align with business objectives. Through strong collaboration, analysis, and execution, you will help drive delivery outcomes while contributing to continuous improvement across the platform.
Requirements
- 4–6 plus years of experience as a System Analyst supporting complex technology solutions
- A bachelor’s degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, or a closely related field
- Strong experience in requirements analysis, backlog management, and Agile delivery practices
- Understanding of enterprise platforms, including Salesforce (Sales Cloud, Service Cloud, Experience Cloud)
- Proven ability to translate complex business problems into scalable, well-structured solutions
- Strong experience facilitating stakeholder discussions and influencing decisions across teams
- Experience managing product backlogs using tools like JIRA and Confluence
- Strong analytical skills, including data analysis using SQL and understanding of data models
- Ability to understand system architecture and interact effectively with development teams
- Experience leading refinement sessions, defining acceptance criteria, and applying ATDD practices
- Proven ability to manage risks, dependencies, and competing priorities across initiatives
- Strong written and verbal communication skills across technical and non-technical audiences
- Ability to work independently and lead initiatives in a fast-paced environment
Nice To Haves
- Financial services domain experience (investment or wealth management)
- Experience with tools such as SQL Developer, Insomnia, Datadog
- Ability to read code for analysis and troubleshooting
- Familiarity with AI tools and their application in systems analysis
- Salesforce certifications or advanced platform knowledge
- Experience working across global, distributed teams
Responsibilities
- Lead collaboration with business stakeholders to gather, analyze, and refine complex business and functional requirements
- Translate business needs into well-defined user stories with clear business value and acceptance criteria
- Partner with Product Managers to shape backlogs, support quarterly planning, and manage delivery priorities
- Facilitate refinement sessions and ensure stories are ready for development using ATDD principles
- Drive alignment across stakeholders on scope, priorities, risks, and dependencies
- Own user story validation and sign-off, ensuring delivered solutions meet requirements and quality standards
- Analyze complex systems, data models, and workflows to recommend scalable solution approaches
- Lead identification and management of risks, dependencies, and trade-offs across initiatives
- Support and influence architectural and design discussions with engineering teams
- Proactively identify opportunities for process, system, and client experience improvements
- Participate in and support end-to-end testing and validation activities
Benefits
- Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
