Job Description:

The Role

We are seeking a highly motivated and experienced Senior Business Analyst to join our Customer Solutions team supporting Batch processing within the Personalized Planning & Advice for Workplace (PP&A-W) product area. This role is pivotal in driving enhancements to our managed accounts offering, with a focus on batch systems and multi-functional collaboration across Fidelity’s Workplace Investing (WI) and Retail domains.

You will work with your squad in an Agile framework to provide effective partnership through communication, business and system requirements definition, partner management, program management and the ability to collaborate across our Workplace and Retail business and technology teams in the broader planning & advice ecosystem. Your work will directly impact the experience of plan sponsors and participants by enabling scalable, efficient, and customer-centric solutions.

We collaborate with Wealth, WI, Legal, Risk and Compliance, Strategic Advisors. Partnership with various levels throughout the organization is critical while applying your expertise in Agile and a passion for learning and integrating investment capabilities.

Note: Fidelity is not providing immigration sponsorship for this position.

Key Responsibilities

• Translate business requirements into system specifications and recommend enhancements to batch functionality.
• Lead analysis of business and batch processes to identify user needs and document requirements.
• Collaborate with multi-functional teams.
• Facilitate critical coordination across teams including planning, design and problem-solving.
• Develop and maintain Agile artifacts including user stories, acceptance criteria, and product backlogs.
• Build and implement test scenarios to validate solution effectiveness and business value.
• Present findings and recommendations to all levels of management.
• Drive continuous improvement in processes, policies, and procedures.

Candidates must be a highly motivated self-starter with a sense of ownership, attention to detail and be an effective liaison between partners and your team. Attributes that lead to success in this role include curiosity, tenacity to follow up on details to gain a complete understanding of problem, highly collaborative approach to work, a high level of engagement and ownership of outcomes.

Expertise and Skills You Have

• 6+ years of experience in business and systems analysis, including Agile methodologies, data analysis, batch application development, data mapping, flowcharts, user acceptance testing, and product documentation.
• Demonstrate an ability to lead complex analysis and translate highly technical and non-technical requirements.
• Good business judgment – understands and focuses efforts on key business priorities, thinks holistically, uses business partners and focuses on return on investment.
• Think strategically – understand customer, business partner needs and prior lessons to advise strategy direction and ongoing decision making.
• Synthesizing sophisticated data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way.
• Solid focus on innovation and continuous improvement.
• Experience with database queries and general data architecture.
• Familiarity with APIs and batch processing.
• Superb communication skills – written, verbal, and presentation.
• Strong analytical and problem-solving skills.
• Demonstrated ability to influence and collaborate across organizational boundaries.
• Knowledge of Fidelity’s Managed Account solutions and Workplace investment products (preferred).
• Bachelor’s degree or equivalent experience encouraged.

The Team

WI Customer Solutions provides the WI Agile organization with business analysts. The Customer Solutions team is responsible for helping the business achieve results. Our role is to turn business objectives into useful plans and solutions that deliver outstanding customer value.

The PP&A Batch Squad is aligned to the PPAW Managed Solutions Foundation and Capabilities group responsible for large and systemic processing and review of participants eligible for and enrolled in Fidelity’s workplace managed account products. The squad systematically processes over 4 million interactions and facilitates the delivery of over 6 million pieces of participant communications annually.

Certifications:

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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.