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Consultant, TEM Product and Strategy

AT Fidelity Investments
Fidelity Investments

Consultant, TEM Product and Strategy

Westlake, TX

Job Description:

As a Consultant, Business Analyst you will be a key member of the Retirement Solutions squad in the TEM Product and Strategy Product Area. With the Squad Leader, you will provide effective product leadership and management of the product backlog with a focus on communication, risk mitigation, quality assurance, effective delivery and building trusting relationships. You will work closely with a team of cross-functional, multi-disciplinary, and dedicated squad members responsible for delivering specific business goals.

Expertise You Have


  • Ability to prioritize iterative product releases leading to a successful customer experience
  • Proficiency in various business analysis methodologies, including data analysis, uses case development, story writing, and user acceptance testing and product documentation.
  • Proficiency in communication both written and verbal
  • Experience in working with tax exempt plan types (401K, 403b, 457 etc.)
  • Agile mentality: experience with Jira or similar Agile backlog management tool preferred

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Skills You Bring

  • Outstanding listening, communication, and facilitation skills
  • Strong negotiation and conflict resolution skills
  • Proven time management and organizational skills; able to balance multiple competing priorities
  • Excellent critical thinking, analytical and problem-solving skills
  • Ability to clearly articulate product vision and features
  • Ability to participate in technical discussions, help make technical trade-offs, and set criteria for Minimum Viable Product (MVP)
  • Innovative thinking and thoughtful risk taking to get the work done better and faster
  • Negotiation, influencing and enterprise navigation capabilities
  • Strong consulting orientation with a demonstrated ability to establish relationships

Value you Deliver

  • Foster teamwork and a spirit of collaboration among team members and business partners while conveying a sense of urgency and responsiveness to meet business needs
  • Proactively resolve barriers and issues that inhibit short and long-term goals
  • Apply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical initiatives
  • Participate in defining product vision, roadmap and growth opportunities
  • Backlog management and prioritization
  • Navigate multiple Fidelity Business Units to represent the TEM client and business needs
  • Identify business needs and improvement opportunities; develop use cases and propose solutions
  • Actively manage partner expectations and maintain strong communication throughout each release
  • Establish and facilitate meetings to include demos of sprint deliverables and impact analysis results
  • Participate in organizational readiness activities, addressing obstacles and opportunities related to product delivery
  • Convey business value of initiatives to squad team members including QA and Development resources
  • Build effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion

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. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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.

Client-provided location(s): Westlake, TX, USA
Job ID: Fidelity-2101251
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.