Job Description:
Note: Fidelity is not providing immigration sponsorship for this position
The Role
The Digital Strategy and Transformation teams help create exceptional digital experiences at scale. Our team members humanize products, services, and experiences by:
- Integrating deep research and industry awareness
- Influencing product strategy
- Driving implementation across client and associate touchpoints
As a Senior Business Analyst within Digital Strategy and Transformation, you will work with a delivery team supporting digital experiences for our brokerage clients and associates. You will provide business process analysis, requirements expertise, and delivery support throughout the development lifecycle.
You will play a role in supporting digital initiatives and enhancements, including:
- Identifying opportunities through data analysis, research, and business insights
- Translating business needs into clear requirements, user stories, process flows, and acceptance criteria
- Partnering with Product Managers to shape innovative and scalable solutions
- Collaborating with technology, operations, data, analytics, and readiness partners to support successful delivery
- Supporting backlog refinement, sprint planning, testing, readiness, and implementation activities
- Formulating and validating hypotheses to understand client, associate, volume, or behavioral trends
- Measuring business outcomes and using insights to inform future enhancements
The Expertise and Skills You Bring
- Bachelor’s Degree with 5 plus years of experience
- Client-focused problem solver with a data-driven approach to delivering high-impact digital solutions
- Ability to translate complex business needs into actionable requirements for delivery teams
- Strong analytical and problem-solving skills
- Collaborate effectively across product, operations, technology, data, and analytics teams while contributing independently
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
- Experience with Excel (intermediate to advanced) and business intelligence tools
- Strong data literacy with the ability to communicate and synthesize insights effectively
- Clear communicator who translates data into actionable business understanding
- Ownership mindset paired with curiosity and a commitment to continuous learning
The optimal candidate will be able to build and champion cross-business unit relationships across operations, product, technology, data, and analytics. This person will routinely analyze what is driving volumes, behaviors, and business outcomes, then validate insights through strong analytical methods and clear communication.
The Team
Digital Strategy and Transformation is passionate about bringing together people, process, and technology to serve our growing customer base. Team members share a common foundation of analytical, delivery, and product skills, along with specialized expertise aligned to the products and experiences they support.
As a member of the Digital Strategy and Transformation team, you will be part of a dynamic community of product and delivery professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand your impact.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Product ManagementPlease 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.
Apply
All fields are required. Candidates should limit the number of roles they apply to at any given time.
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.
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.