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Business Analyst

1 month ago

Smithfield, United States Fidelity TalentSource LLC Full time

Bring your passion for leading work across organizational lines, building new product capabilities for customers and helping improve a key Fidelity managed account product offering to the enrolled experience squad in the Personalized Planning & Advice for Workplace (PPA W) product area. We are looking for an established leader with experience in business analysis, product development and the ability to understand and thrive in a sophisticated business and systems environment.
As Business Analyst, you will help drive participant adoption of our world-class workplace advice offering by contributing to, launching, and integrating product offering into the Fidelity digital ecosystem. Driving the achievement of assets under management goals, you will advise development priorities and have a direct impact on efforts to grow and scale the business. As a key member of the squad, you will work collaboratively with squad leaders to integrate partners across Workplace Investing (WI) and Personal Investing (PI) and drive initiatives to meet business objectives.
Contributions of this roll will include the definition of analysis of the existing eligible and enrolled participant base to optimize participant experiences and outcomes. The ideal candidate will have excellent relationship building, influence and program management skills coupled with an ability to think creatively and strategically. Working collaboratively, you will engage across the product area, a wide internal network of partners such as marketing, User Experience Design, Sales & Relationship Management, Legal and partner squads to ensure high quality delivery of new features and improvements.
 

Expertise and Skills You Have

  • 6-8+ years of experience in financial services and/or business consulting
  • Robust analytical thinking and a creative approach to tackling strategic business issues.
  • Ability to manage sophisticated projects across teams, and exercise influence and autonomy amidst shifting priorities and timelines.
  • Ability to build strong relationships through interpersonal skills, high level of engagement and empathy.
  • Negotiation, influencing and enterprise navigation capabilities.
  • Excellent communication skills – ability to listen, assimilate new information, draw conclusions, and summarize sophisticated concepts in written and verbal communications.
  • Excellent critical thinking, analytical and problem-solving skills
  • Agile mentality and expertise working with agile teams.
  • Proficient in MS Word, Excel and PowerPoint and experience with Jira or similar Agile backlog management tool preferred.
  • Bachelor’s degree preferred.


 

The Team

Business Analysts in Customer Solutions are highly motivated, “self-starters” with a sense of ownership, and effectively lead sophisticated product development. We’re looking for leaders who are passionate about helping plan participants learn and plan to meet their goals for retirement. Attributes that lead to success in this role include curiosity, tenacity to follow up on details to gain a complete understanding of problem, highly collaborative approach to work, a high level of engagement and ownership of outcomes.
Personalized Planning & Advice at Work (PP&A) is the 3rd largest and fastest-growing workplace managed account offering in the industry and is a key product area in the Workplace Investing growth strategy



Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.

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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.



Information about Fidelity investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity TalentSource's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.