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Product Analyst, Stock Plan Services Customer Solutions

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 2 days ago

No clicks

**Product Analyst, Stock Plan Services Customer Solutions** Drive business solutions for Fidelity's Stock Plan Services by leading requirements gathering, designing actionable solutions, and facilitating cross-functional team collaboration. Key responsibilities include crafting detailed requirements, managing stakeholder alignment, and ensuring successful project delivery. Bring 3+ years of experience in business analysis, process improvement, and solution delivery within financial services or related industries. Strong analytical, communication, and problem-solving skills are essential for this role. Manage complex projects, balance multiple priorities, and deliver high-quality outcomes. Join Fidelity's diverse and inclusive workspace, helping shape their cutting-edge equity compensation programs.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position


The Role


The Product Analyst is a key member of the Stock Plan Services (SPS) Customer Solutions organization, responsible for partnering with Product Leaders, Stakeholders, Technology teams, Operations, and Compliance partners to define, analyze, and deliver business solutions that support SPS products and services.


The Product Analyst is responsible for identifying business needs, defining solution requirements, and ensuring successful delivery of key initiatives. This role leads discovery and requirements-gathering efforts, translating complex business challenges into actionable solutions while balancing operational, regulatory, and customer considerations. Working across business and technology teams, the analyst drives alignment, and ensures partner needs are accurately represented throughout the project lifecycle. The role also supports solution validation, process improvement, change readiness, and continuous enhancement efforts to deliver scalable and organizational results.


  • Lead analysis activities, including crafting detailed requirements, documentation, business impact assessments, and future-state solution design.
  • Build strong partnerships across business, operations, technology, and compliance teams to facilitate collaboration, stakeholder alignment, and effective decision-making.
  • Support solution delivery through requirements testing, business acceptance validation, implementation readiness, and post-deployment support.

The Expertise and Skills You Bring


The ideal candidate brings experience in business analysis, process improvement, and solution delivery within financial services, equity compensation, or related industries. They possess strong analytical and problem-solving capabilities, demonstrating skill in evaluating complex business situations and developing practical, scalable solutions. Success in this role requires excellent communication and leadership skills, enabling effective collaboration across both business and technical teams. The individual demonstrates strong ownership, adaptability, attention to detail, and the ability to prioritize while maintaining a focus on quality and business outcomes.


  • Proven experience gathering, documenting, managing, and validating complex business and functional requirements.
  • Strong analytical, critical thinking, process analysis, and problem-solving skills with experience supporting business transformation and solution implementation.
  • Excellent communication, facilitation, negotiation, and partner management capabilities with a proven track record to influence across cross-functional teams.

The Team

Stock Plan Services (SPS) provides comprehensive administration and support for corporate equity compensation programs, including stock options, restricted stock awards, employee stock purchase plans (ESPP), stock appreciation rights, and performance-based equity awards. SPS partners with clients to deliver innovative solutions that enhance participant experiences, streamline administration, and support business growth while maintaining the highest standards of regulatory compliance and operational excellence.



Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Product Management

Please 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.

Apply

All fields are required. Candidates should limit the number of roles they apply to at any given time.

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.

Benefits

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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search

Product Analyst, Stock Plan Services Customer Solutions

Compensation

Not specified

City: Not specified

Country: Not specified

Fidelity Investments logo
Asset Management

2 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Product Analyst, Stock Plan Services Customer Solutions** Drive business solutions for Fidelity's Stock Plan Services by leading requirements gathering, designing actionable solutions, and facilitating cross-functional team collaboration. Key responsibilities include crafting detailed requirements, managing stakeholder alignment, and ensuring successful project delivery. Bring 3+ years of experience in business analysis, process improvement, and solution delivery within financial services or related industries. Strong analytical, communication, and problem-solving skills are essential for this role. Manage complex projects, balance multiple priorities, and deliver high-quality outcomes. Join Fidelity's diverse and inclusive workspace, helping shape their cutting-edge equity compensation programs.

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position


The Role


The Product Analyst is a key member of the Stock Plan Services (SPS) Customer Solutions organization, responsible for partnering with Product Leaders, Stakeholders, Technology teams, Operations, and Compliance partners to define, analyze, and deliver business solutions that support SPS products and services.


The Product Analyst is responsible for identifying business needs, defining solution requirements, and ensuring successful delivery of key initiatives. This role leads discovery and requirements-gathering efforts, translating complex business challenges into actionable solutions while balancing operational, regulatory, and customer considerations. Working across business and technology teams, the analyst drives alignment, and ensures partner needs are accurately represented throughout the project lifecycle. The role also supports solution validation, process improvement, change readiness, and continuous enhancement efforts to deliver scalable and organizational results.


  • Lead analysis activities, including crafting detailed requirements, documentation, business impact assessments, and future-state solution design.
  • Build strong partnerships across business, operations, technology, and compliance teams to facilitate collaboration, stakeholder alignment, and effective decision-making.
  • Support solution delivery through requirements testing, business acceptance validation, implementation readiness, and post-deployment support.

The Expertise and Skills You Bring


The ideal candidate brings experience in business analysis, process improvement, and solution delivery within financial services, equity compensation, or related industries. They possess strong analytical and problem-solving capabilities, demonstrating skill in evaluating complex business situations and developing practical, scalable solutions. Success in this role requires excellent communication and leadership skills, enabling effective collaboration across both business and technical teams. The individual demonstrates strong ownership, adaptability, attention to detail, and the ability to prioritize while maintaining a focus on quality and business outcomes.


  • Proven experience gathering, documenting, managing, and validating complex business and functional requirements.
  • Strong analytical, critical thinking, process analysis, and problem-solving skills with experience supporting business transformation and solution implementation.
  • Excellent communication, facilitation, negotiation, and partner management capabilities with a proven track record to influence across cross-functional teams.

The Team

Stock Plan Services (SPS) provides comprehensive administration and support for corporate equity compensation programs, including stock options, restricted stock awards, employee stock purchase plans (ESPP), stock appreciation rights, and performance-based equity awards. SPS partners with clients to deliver innovative solutions that enhance participant experiences, streamline administration, and support business growth while maintaining the highest standards of regulatory compliance and operational excellence.



Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Product Management

Please 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.

Apply

All fields are required. Candidates should limit the number of roles they apply to at any given time.

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.

Benefits

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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search