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Senior Business Analyst, TEM Product

Fidelity

Fidelity

Product, IT
Covington, KY, USA · Durham, NC, USA · Merrimack, NH, USA · smithfield, ri, usa
Posted on Nov 13, 2025

Job Description:

Please Note: We are unable to provide visa sponsorship for this role

As a Senior Business Analyst, you will be a key member of the TEM Product Area. With the Squad Leader, you will provide effective product leadership and management of the product backlog with a focus on communication, risk mitigation, quality assurance, effective delivery, and building trusting relationships. You will work closely with a team of cross-functional, multi-disciplinary, and dedicated squad members responsible for delivering specific business goals.

Expertise You Have

  • Strong analytical, mathematical, and problem-solving skills. Proven record analyzing, interpreting, and summarizing complex data.
  • Outstanding project management and critical thinking abilities, with experience in the Agile methodology.
  • Ability to make sound decisions quickly in a complex work environment.
  • Ability to effectively communicate orally and in writing with co-workers, management team, other departments and clients.
  • Highly effective people leadership, influence, and conflict resolution skills.
  • Ability to build, prepare, and present reports accurately within the time frame specified.
  • Strong interpersonal skills and the ability to expertly partner with many different levels of employees.
  • Ability to prioritize iterative product releases leading to a successful customer experience
  • Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.
  • Proficiency in various business analysis methodologies, including workflow design, data analysis, uses case development, story writing, and user acceptance testing and product documentation.
  • Proficiency in communication both written and verbal
  • Experience in working with tax exempt plan types (401K, 403b, 457 etc.)
  • Agile mentality: experience with Jira or similar Agile backlog management tool preferred

Skills You Bring

  • Customer centric value; Experience with internal and external customers, customer centric requirements building & design
  • Ability to look end-to-end, mapping processes that span the complex Fidelity landscape (people, process, systems, data).
  • Ability to take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner.
  • Comfort with uncertainty – thing critically and make informed decisions when information is scarce
  • Problem solving – Break down complex issues into manageable components
  • Outstanding listening, communication, and facilitation skills
  • Strong negotiation and conflict resolution skills
  • Proven time management and organizational skills; able to balance multiple competing priorities
  • Excellent critical thinking, analytical and problem-solving skills
  • Ability to clearly articulate product vision and features
  • Ability to participate in technical discussions, help make technical trade-offs, and set criteria for Minimum Viable Product (MVP)
  • Innovative thinking and thoughtful risk taking to get the work done better and faster
  • Negotiation, influencing and enterprise navigation capabilities
  • Strong consulting orientation with a demonstrated ability to establish relationships

Value you Deliver

  • Foster teamwork and a spirit of collaboration among team members and business partners while conveying a sense of urgency and responsiveness to meet business needs
  • Run large and complex initiatives with multiple stakeholders to develop business requirements and then execute
  • Proactively resolve barriers and issues that inhibit short and long-term goals
  • Present to all levels of management on trends
  • Apply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical initiatives
  • Participate in defining product vision, roadmap and growth opportunities
  • Effectively present information and roadmap progress to Product leadership
  • Backlog management and prioritization
  • Navigate multiple Fidelity Business Units to represent the TEM client and business needs
  • Identify business needs and improvement opportunities; develop use cases and propose solutions
  • Actively manage partner expectations and maintain strong communication throughout each release
  • Establish and facilitate meetings to include demos of sprint deliverables and impact analysis results
  • Lead organizational readiness activities, addressing obstacles and opportunities related to product delivery
  • Convey business value of initiatives to squad team members including QA and Development resources
  • Build effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion

Certifications:

Category:

Product Management

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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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