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Senior Business Analyst

Fidelity

Fidelity

IT, Sales & Business Development
Boston, MA, USA · Merrimack, NH, USA · Covington, KY, USA · smithfield, ri, usa · Westlake, TX, USA
Posted on Aug 22, 2025
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Job Description:

    The Role

    The Brokerage Business Expertise & Solution Team (BE&ST) helps support the creation of business capability platforms facilitating the creation of foundational APIs through detailed requirements gathering and product validation. The BE&ST analyst plays a crucial role in Fidelity's product development process, tasked with maximizing product value and ensuring successful delivery. While product leaders focus on strategic direction and market fit, the analyst informs the solution design and translates their vision into actionable tasks for the development team, ensuring business expertise in the development process and overseeing both execution and delivery of the final product.

    Throughout all the phases of Fidelity's product development process, the BE&ST analyst acts as a liaison between the design and development teams and stakeholders, ensuring that the team remains focused on delivering value to the customer and the business. The analyst ability to communicate effectively is crucial to the success of the product development process.

    You will be embedded on a squad where you will provide analysis of our business processes and expertise to support the creation of digital experiences through the software development lifecycle that support our Brokerage clients and associates. You will play a leading role in all phases of digital product management, including:

    • Discovering the right opportunities using data

    • Defining the requirements

    • Designing innovative solutions

    • Supporting client and field readiness

    • Measuring the business outcome

    The Expertise and Skills You Bring

    • 3+ years of business analysis experience delivering customer or associate focused digital solutions of high value

    • Client-obsessed with a passion to solve challenges through a data driven approach

    • Can communicate effectively with engineering teams, translating business requirements and client needs into technical requirements.

    • Experience working on a digital product delivery team.

    • An affinity for technology and knowledge of systems integration technologies and standards.

    • You employ strong story telling skills, conveying the vision and impact of digital solutions using data and visualization

    • Expertise in areas of phone, branch and back-office operations and awareness of impacts of paper, non-value-add calls and manual work to the cost of servicing clients.

    • Experience in root cause identification, process, journey and value stream mapping.

    • Ability to lead multiple analysis projects effectively.

    The Team

    BE&ST members are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share a set of core product management and analytical skills, as well as a set of differentiated skills which extend their ability to meet the needs of the squad to which they are aligned.

    You will be aligned with Brokerage Product Delivery, whose mission is to provide the easiest, simplest, and fastest digital experience to our clients and associates. We do this by focusing on the service experiences that accelerate speed to resolution and leverage technological advances in the following areas:

    • Domain-Driven Design

    • Process Re-engineering

    • Technical Writing and Documentation

    Certifications:

    Category:

    Business Analysis

    Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

    Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Company overview

    At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

    If you would like to request an accommodation, please contact us at:

    accommodations@fmr.com

    Apply

    Join us

    At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

    Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

    We invite you to Find Your Fidelity at fidelitycareers.com.

    Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

    Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

    Benefits
    Learning & development
    Culture

    Benefits that adapt to everything life sends your way

    401(k) with company match

    Medical, dental, vision and prescription drug coverage

    16-week maternity leave & 12-week parental leave

    Student loan assistance

    Fidelity is invested in you

    Committed to Professional Development

    At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

    We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

    Continuing Education & Training

    • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
    • Video-based training for technology, leadership, management & more.
    • Ongoing skills development and coaching opportunities.
    • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
    • A range of talent development programs to support career mobility.

    Mentoring

    • Utilize the skills of experienced leaders to enrich your career.
    • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
    • An open atmosphere of knowledge sharing and collaboration.
    • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

    Our Commitment

    Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

    Giving back to our communities

    Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

    Fidelity Cares

    • Provides associates with opportunities to actively volunteer and share their talents.
    • Hosts numerous company-wide volunteer events (in-person and virtual).
    • Partners with nonprofit organizations to support our local communities.
    • More than 12,500 associates donate time annually – from interns to SVPs.
    • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

    Fidelity Charitable®

    • Created to make it easy for people to support charitable organizations they care about.
    • Helped deliver $14.9billion in donor-recommended grants to charity in 2024.
    • Supported more than 433,000 unique charities around the world.
    • Since its inception, more than $100 billion has been given to public charities.

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