Job Description:
Note: Fidelity is not providing immigration sponsorship for this position.
The Role
Are you looking to blend your deep Defined Benefit domain expertise with a passion for collaboration, innovation and client management? If so, the Workplace Investing Business Analyst, Defined Benefit might be the perfect next step for you!
In this role, the Analyst is responsible for being the domain expert for Defined Benefit Plans, while also supporting from a customer and participant perspective. In addition, the Analyst may be required to support the strategic direction of the business, handle highly complex issues to resolution, and work with domain experts to solution client improvements and enhancements through corporate actions & change orders. You will also engage with other lines of business on projects that impact other Defined Benefit products and services. We are looking for someone to join our great team of specialists, who enjoy a fast-paced environment, and can provide quality work and a best-in-class client/customer experience.
The Workplace Investing Business Analyst, Defined Benefit will work in a team environment by providing leadership, technical support, and workflow management to associates assigned to their defined benefit clients, serviced from a consultative perspective.
- Participate in planning activities and other relevant meetings to represent the Defined Benefit product and ensure client satisfaction.
- Evaluate requests from other areas of the firm to determine impact to the processes you serve and represent DB’s operational interests to senior leadership.
- Provide information and advice on plan documentation discrepancies and/or guidelines, e.g. data, provisional, or other plan/client issues.
- Manage multiple projects of medium to high complexity and execute projects on time and on budget to support high quality, profitable service delivery.
- Own and analyze operational issues and recommend business solutions, based on knowledge of client’s plan design and system functionality.
- Working with internal teams to identify, analyze, and implement process and procedural changes based on new regulatory amendments and/or administrative improvements.
The Expertise and Skills You Bring
- Bachelor’s Degree preferred.
- Experience in Project Management and/or Analytics preferred.
- Ability to balance day to day management of several project-related responsibilities, tasks and deliverables including highly escalated, prioritized requests.
- Detail-oriented with strong mathematical and analytical skills
- Advanced skillset with Microsoft Excel, Access, and SQL. Visual Basic, Tableau and working experience with data analytics is a plus.
- Expertise in performing and reviewing complex Defined Benefit calculations and/or proficiency and familiarity in working with different Defined Benefit Plan Structures.
- Leadership and problem-solving talents including mentoring and coaching abilities.
- Good communication, both verbal and written; ability to implement/facilitate change.
- Forward looking, analytic, continuous improvement mentality.
- Demonstrated mix of analytics and technical skills. Ability to analyze/organize large amounts of data
- Client facing project consulting experience including requirement discovery and solution design
The Team
This role will reside within Workplace Investing Defined Benefit Operations organization. You will be responsible for handling and overseeing the day to day delivery of Defined Benefit client servicing, business reporting, contractual obligations, and internal scale & efficiency initiatives. You will support DB’s interests in collaborating with the cross product/functional SME’s, Center of Excellence and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.
Certifications:
Category:
OperationsMost 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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Hybrid work schedule
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 all business days of every other week in a Fidelity office.
Applicant screening
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.