Job Description:

Business Analyst/Product Manager

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Fidelity Center for Family Engagement (FCFE) Business Analysts/Product Managers are pivotal in translating customer and business needs into actionable digital solutions, partnering with stakeholders and teams to ensure products deliver maximum value. As an FCFE Business Analyst, you will:

• Identify and document the needs of customers, stakeholders, and project goals.
• Create detailed user stories that outline specific functionalities from the end-user’s perspective.
• Create cross-functional workflows that map the experience and supporting processes.
• Lead engagement with Legal, Risk, and Compliance.
• Ensure that the solutions meet the defined requirements.
• Develop and implement strategies for introducing new products or features.
• Gauge the effectiveness of solutions and identify areas for improvement.
• Employ strong story telling skills.
• Maintain timely communications with leaders, stakeholders, and partners.
• Provide a deep understanding of how the digital product works.

The Expertise and Skills You Bring

• Bachelor's degree required.
• 5 years of business analysis experience delivering high value, digital solutions.
• Client-obsessed with a passion to solve challenges through a data driven approach.
• Experience working in an agile team required.
• An affinity for technology and stay up to date on industry innovations.

• Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making.
• Comfortable with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information.
• Experience in the areas of account maintenance, account opening, and/or money movement, including the processes, regulations, digital platforms, and market trends desirable.

• Prior experience as a phone or back-office associate in our regional center is desired.

The Team

FCFE’s mission is to inspire, educate, and empower families and advisors to spark and sustain conversations about the emotional, relational, and generational aspects of wealth. You will be aligned with FCFE’s Digital Product team- we are responsible for building new digital experiences for Advisors and Clients.  We’re looking for forward thinkers willing to explore AI and other solutions to solve interesting problems.  You can check out the very beginning of our digital work at fcfe.fidelity.com. 

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.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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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