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 enhance a key Fidelity managed account product offering to the Portfolio Personalization squad in the Personalized Planning & Advice for Workplace (PPA W) product area. We are looking for an established leader with experience in product development, business analysis, program management and the ability to understand and thrive in a complex business and systems environment.
As a Director, Customer Solutions you will work within the WI Agile framework as a member of the Customer Solutions Chapter aligned to the PP&A W product area. We are focused on critical enhancements to our managed account product to drive more highly personalized portfolios for participants. We work in the underlying technology layers of PP&A W and partner with technology teams in Workplace Investing (WI) and Personal Investing (PI).
You will collaborate across business and technology teams applying your expertise in the design and maintenance of business architecture coupled with owning and understanding technical implications to program participants. You will be responsible for collaborating effectively with key stakeholders, deployment readiness and understanding the end-to-end participant experience. Operating as a change agent, facilitating critical coordination across teams including planning, design and problem-solving.

Expertise and Skills You Have

  • Exceptional business analysis skills in a product development environment including requirements and data analysis, use case development, product, and process documentation.
  • Experience thinking strategically about business problems and contributing to solution ideas.
  • Background in systems analysis preferred.
  • Ability to participant in technical discussions and work through solution options with technology partners
  • Ability to facilitate diverse groups of people to move towards solutions while influencing key decision makers based on analysis findings.
  • Strong consulting orientation with a demonstrated ability to establish relationships.
  • Negotiation, influencing and enterprise navigation capabilities.
  • Proven time management and organizational skills; able to balance multiple competing priorities.
  • 10+ years business architecture/ business analysis / product management, ideally working in an Agile Scrum environment, with ability to work across multiple teams.
  • Bachelor’s degree preferred.


The Team

Directors in Customer Solutions are initiative-taking, “initiative-takers” with a sense of ownership, and effectively lead sophisticated product development. We are looking for leaders who are enthusiastic 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 prominent level of engagement and ownership of outcomes.
Personalized Planning & Advice at Work (PP&A) is the third 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.


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