Sr. Business Analyst

Fidelity Investments • Boston, MA

1d • $80,000 - $153,000

About The Position

The Sr. Business Analyst supports the delivery of digital brokerage products and experiences, helping improve customer experiences and drive business outcomes. The role draws on expertise in brokerage products and experiences and familiarity with customer needs and sentiment. It involves partnering across Product, User Experience, Technology, Operations, and Analytics; translating business needs and insights into delivery-ready requirements; using data and customer feedback to guide priorities; testing and validating solutions; supporting product launches; monitoring performance and providing production support; and applying AI skills and tools to daily work.

The Digital Brokerage Team provides digital experiences, investment tools, brokerage operational support, marketing activities, and other services to self-directed investors. The analyst learns about Fidelity’s current experience and investor behaviors across touch points and shares ideas to improve the customer experience. Fidelity describes a phased transition to a full-time onsite working model, with current onsite expectations varying by role and location and subject to change.

Requirements

• Bachelor’s degree and experience in financial services, brokerage, or investing.
• Strong knowledge of brokerage products, customer needs, and digital experiences.
• Series 7 required.
• Experience gathering requirements, writing user stories, supporting testing, and delivering digital solutions.
• Strong analytical skills, including using data and business insights to identify opportunities, solve problems, and measure outcomes.
• Familiarity with AI tools and emerging AI capabilities, with the ability to apply them to improve business outcomes.
• Effective communication and collaboration skills, including escalating progress and blockers and influencing decisions through clear recommendations and insights.
• Self-motivated and customer-focused, with the ability to work independently and in ambiguity.
• Demonstrated ability to drive continuous improvement and deliver meaningful customer and business outcomes.

Responsibilities

• Partner with Product, User Experience, Technology, Operations, and Analytics teams to deliver digital brokerage solutions that improve customer experiences and drive business outcomes.
• Translate business needs and insights into clear requirements, user stories, acceptance criteria, and prioritized backlogs.
• Use data, customer feedback, and business trends to identify opportunities, prioritize enhancements, and support data-driven decision-making.
• Conduct testing and validation to ensure solutions meet requirements and deliver intended customer and business outcomes.
• Support product launches through readiness activities, content reviews, communications, and educational materials.
• Monitor product performance, measure outcomes, and provide ongoing production support, using insights to drive continuous improvement.
• Leverage and refine AI skills and tools to streamline and perform daily tasks.
• Share ideas with contacts to improve the customer experience based on investor behaviors and Fidelity’s experience across customer touch points.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement benefits
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Senior