Sr. Business Analyst

Fidelity Investments • Covington, KY

1d • Onsite

About The Position

Fidelity will not provide immigration sponsorship for this position.

Sr. Business Analyst

The Role
Do you want to be part of a team that transforms the investing experience for its customers? Do you want to define the future of brokerage products and experiences that will surpass our competitors? With the constantly evolving competitive landscape within financial services, the rise in mobile investing and Fintech disruptors, there is constant demand for strategic problem solvers with analytical skills to drive new initiatives. Come join a world-class brokerage team to inform the creation of the best customer experiences and go-to-market strategies in the Financial Services industry.
Candidates must be able to leverage data to inform decisions, synthesize and clearly communicate insights, and apply a customer-first mindset with ownership, curiosity, and a commitment to continuous learning to deliver impactful results.

As a Brokerage Product Business Analyst, you will draw on deep expertise in Brokerage products and experiences, as well as a familiarity with customer needs and sentiment. You will support delivery of Brokerage products and experiences by:
Partnering with Product, User Experience, Technology, Operations, and Analytics teams to deliver digital brokerage solutions that improve customer experiences and drive business outcomes.
Translating business needs and insights into clear requirements, user stories, acceptance criteria, and prioritized backlogs that enable efficient delivery.
Using data, customer feedback, and business trends to identify opportunities, prioritize enhancements, and support data-driven decision-making.
Conducting testing and validation activities to ensure solutions meet requirements and deliver the intended customer and business outcomes.
Supporting product launches through readiness activities, content reviews, communications, and educational materials that promote successful adoption.
Monitoring product performance, measure outcomes, and provide ongoing production support, using insights and learnings to drive continuous improvement.
Leverage and refine AI skills and tools to streamline and perform daily tasks.

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 with the ability to use 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 communications skills, collaborating well across teams, escalating progress and blockers influences decisions through clear recommendations and insights.
• Self-motivated, customer-focused, and comfortable working independently and in ambiguity.
• Demonstrated ability to drive continuous improvement and deliver meaningful customer and business outcomes.

Responsibilities

• Partnering with Product, User Experience, Technology, Operations, and Analytics teams to deliver digital brokerage solutions that improve customer experiences and drive business outcomes.
• Translating business needs and insights into clear requirements, user stories, acceptance criteria, and prioritized backlogs that enable efficient delivery.
• Using data, customer feedback, and business trends to identify opportunities, prioritize enhancements, and support data-driven decision-making.
• Conducting testing and validation activities to ensure solutions meet requirements and deliver the intended customer and business outcomes.
• Supporting product launches through readiness activities, content reviews, communications, and educational materials that promote successful adoption.
• Monitoring product performance, measure outcomes, and provide ongoing production support, using insights and learnings to drive continuous improvement.
• Leverage and refine AI skills and tools to streamline and perform daily tasks.

What This Job Offers

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