Senior Business Analyst, Customer Solutions - Vendor Integrations

Job Description : The Role

Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions?

As a Senior Business Analyst in Fidelity's Workplace Investing Customer Solutions Chapter, you will be representing Fidelity and managing overall working relationship and engagement with third party advisors, by providing transactional support, improving digital experience, driving process, technical / data changes, supporting sales / RFP process, supporting implementation and integration of vendor provided financial planning tools for existing, new clients or prospects. You will also work closely with a team of cross functional and dedicated squad members (product, technology, legal, compliance & risk partners) to drive business analysis activities to support realization of squad and business goals.

In a typical week, you will make a difference by driving effective product partnership through communication, risk mitigation, quality assurance, effective delivery, issue resolution, quickly understanding new situations (including their opportunities and risks), effectively explaining how things work, coming to the table with ideas and solutions, understanding how your work fits into the bigger picture, and establishing relationships across the organization and with the third party advisor organization. This role will provide you with opportunities to grow out your knowledge and abilities and Fidelity will tap into your expertise to better help employers and employees meet their goals. You must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team.

The Expertise and Skills You Bring

• Proficient in various business analysis methodologies. For example, data / root cause analysis, testing, issue resolution and / or product documentation.
• Experience with workflow design, data analysis, data visualization, and impact analysis.
• Problem solving skills with the ability to take initiative, draw conclusions, and communicate ideas for the purposes of improving business processes or developing new products.
• Manage dependencies across teams and work on multiple projects simultaneously.
• Ability to lead and facilitate diverse groups of people to move towards solutions while influencing key decision makers based on analysis findings.
• You take initiative to communicate issues / client feedback with Squad Leader / team and resolve issues in a timely manner.
• Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available)
• Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners.
• 5-7 years transferable experience.
• Bachelor's degree or equivalent experience.

The Team

WI Customer Solutions provides the WI Agile organization with business analysts and consultants. 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.

Certifications : Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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, detailed in this document, 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.

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 accommodations@fmr.com.

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