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.
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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:
Category:
Product Management
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 every other week (all business days, M-F) in a Fidelity office.