Senior Business Analyst, Customer Solutions - Fiduciary Solutions

Job Description:

The Role

As a Senior Business Analyst in Fidelity’s Workplace Investing (WI) - Customer Solutions Chapter, you will be a key member of the Fiduciary Solutions Product Delivery team within the Defined Contributions Innovation Product Area.  You’ll work closely with a team of cross-functional, multi-disciplinary (product, relationship management, marketing, legal, compliance & risk partners), and dedicated team members responsible for delivering specific business goals within our Workplace Investing Emerging Businesses.

In this role, you will work with your squad to provide effective Fidelity Flex® and Fiduciary 3(16) product partnership through communication, risk mitigation, quality assurance, effective delivery and build strong working relationships across the organization. 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.

• Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.
• Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables.
• Perform end to end Business Acceptance Testing and ensure the traceability of test cases.
• Comfortable taking the initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner.
• Manage dependencies across teams and work on multiple projects simultaneously.

The Expertise and Skills You Bring

• 5-7 years WI (or equivalent) experience and 401(k) knowledge preferred. 
• Comfortable operating in an innovation space where there’s ambiguity and evolving business priorities.
• Business (or similar advanced analytical) degree preferred.
• Experience with workflow design, data analysis, data visualization, and impact analysis.
• 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.
• Proven leadership by mentoring peers and showcase critical thinking by managing conflicts within teams.
• Ability to ask investigative questions and passion to solve unique cross-team challenges.

The Team

The Customer Solutions Business Analysis Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing Product Roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs.

Customer Solutions is a global organization and our mission is to drive the realization of results by translating business objectives into actionable plans and solutions that drive customer value! We provide Business Analysis expertise necessary to support Business and Technology delivery of prioritized work utilizing Agile and scrum techniques within Fidelity Workplace Investing.

Certifications:

Category:

Product Management

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.