Posted 14 days ago
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**Consultant, Business Analyst - Tax Exempt Market (TEM)** As a **senior individual contributor**, you'll drive complex product initiatives within our Tax Exempt Market (TEM) Product Area. This role demands **strategic curiosity** and **learning agility**, enabling you to quickly grasp intricate domains and translate ambiguity into structured insight. You'll operate independently to **problem structure** initiatives at an epic level, ensuring delivery excellence across multi-team projects. Key responsibilities involve **requirements definition**, **facilitation and alignment**, and **ownership** of project outcomes. Candidates should possess **7+ years** of business analysis experience in financial services or tech, strong Agile/Scrum knowledge, and proficiency in **leading epics** in cross-organizational environments. Fidelity offers competitive benefits and an inclusive work culture.
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Full Job Description
Job Description:
Please Note: We are unable to provide visa sponsorship for this role
The Team
Our Mission: We serve those who serve others. The Tax Exempt Market (TEM) supports missiondriven institutionsincluding major healthcare systems, colleges, and universitiesby delivering retirement plan services that improve financial wellbeing.
Strategic Partnership: In this role, you will work closely with TEM Product Leadership, Engineering, Distribution, Operations, and global partners to design, deliver, and support critical product capabilities across the TEM ecosystem.
The Role
As a Consultant, Business Analyst, you will play a critical role in driving complex product initiatives forward within the TEM Product Area. This role operates as a senior individual contributor with high autonomy, responsible for leading endtoend business analysis across multiteam epics and subinitiatives.
You will translate complex business needs into clear, actionable requirements and partner closely across Product, Distribution, Technology, and Operations. You are not expected to perform technical implementation; however, you must be highly systems and dataliterate to guide delivery and influence decisions.
Expertise You Have (Core Capabilities)
- Strategic Curiosity & Learning Agility: Quickly learn complex domains, challenge assumptions, and translate ambiguity into structured insight.
- InitiativeLevel Problem Structuring: Break down multiteam epics into clear components, dependencies, and risks to drive execution.
- Agile & Delivery Leadership: Lead epics and stories across squads, ensuring valuebased prioritization and consistent delivery.
- Requirements & Solution Definition: Drive discovery, define current/future states, and deliver highquality user stories and acceptance criteria.
Skills You Bring (Behavioral DNA)
- Highly Collaborative & CrossOrganizational Mindset: Proactively partner across TEM and other business units to identify the right stakeholders and build strong working relationships critical to success.
- Facilitation & Alignment: Lead working sessions, synthesize diverse inputs, and guide teams toward clear decisions and shared outcomes.
- Ownership, Accountability & Adaptability: Take endtoend ownership of outcomes, navigate shifting priorities, and remain effective in a dynamic environment.
- Systems, Data & Process Thinking: Connect systems, data, and processes to identify impacts and opportunities, while leveraging and adapting established best practices across the organization.
Value You Deliver
- Structured & Organized Execution: Create and maintain clear artifacts (e.g., initiative mapping, requirements, workflows) that bring transparency to a highvolume, complex body of workand enable others to effectively engage with them.
- Operational Readiness & Continuous Improvement: Ensure downstream readiness while continuously improving processes by adopting and tailoring proven practices from across business units.
- Epic & Initiative Leadership: Lead complex epics from discovery through golive, ensuring clarity, momentum, and execution excellence.
Experience & Background
Product Development & Business Analysis Experience:
- 7+ years of experience supporting product development through strong business analysis in financial services, technology, or other regulated environments.
- Ability to drive tactical initiatives, through implementation, of a product strategy/roadmap
- Self-directed and motivated to stretch outside comfort zone and learn and apply new skills
- Strong written and verbal communication skills
- Proven experience leading epics or large initiatives in Agile environments.
- You have strong interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers
Certifications:
Category:
Business AnalysisPlease be advised that Fidelitys 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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
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 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.
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