Posted 10 days ago
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**Senior Business Analyst**: Lead digitization initiatives across brokerage touchpoints, leveraging a customer-first mindset and data-driven insights. Key responsibilities include business process analysis, requirements definition, stakeholder collaboration, and driving digital enhancements. Requires a Bachelor's degree and 5+ years of experience. Proficient in Excel and business intelligence tools. Proven analytical, problem-solving, and organizational skills. Join Fidelity's dynamic Digital Engagement and Transformation team to deliver impactful results.
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Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
The Digital Engagement and Transformation teams help create exceptional digital experiences at scale. Our team members humanize products, services, and experiences by:
- Integrating deep research and industry awareness
- Influencing product strategy
- Driving implementation across client and associate touchpoints
As a Senior Business Analyst within Digital Engagement and Transformation, you will work with a delivery team supporting digital experiences for our brokerage clients and associates. You will provide business process analysis, requirements expertise, and delivery support throughout the development lifecycle. Candidates must be able to leverage data to inform decisions, synthesize and clearly communicate insights, and apply a customer-first mindset with ownership, curiosity, and a commitment to continuous learning to deliver impactful results.
The optimal candidate will be able to build and champion cross-business unit relationships across operations, product, technology, data, and analytics. This person will routinely analyze what drives volumes, behaviors, and business outcomes, then validate insights through strong analytical methods and clear communication.
You will play a role in supporting digital initiatives and enhancements, including:
- Identifying opportunities through data analysis, research, and business insights
- Translating business needs into clear requirements, user stories, process flows, and acceptance criteria
- Partnering with Product Managers to shape innovative and scalable solutions
- Collaborating with technology, operations, data, analytics, and readiness partners to support successful delivery
- Supporting backlog refinement, sprint planning, testing, readiness, and implementation activities
- Formulating and validating hypotheses to understand client, associate, volume, or behavioral trends
- Measuring business outcomes and using insights to inform future enhancements
The Expertise and Skills You Bring
- Bachelors Degree with 5 plus years of experience
- Client-focused problem solver with a data-driven approach to delivering high-impact digital solutions
- Ability to translate complex business needs into actionable requirements for delivery teams
- Strong analytical and problem-solving skills
- Collaborate effectively across product, operations, technology, data, and analytics teams while contributing independently
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
- Experience with Excel (intermediate to advanced) and business intelligence tools
The Team
Digital Engagement and Transformation is passionate about bringing together people, processes, and technology to serve our growing customer base. Team members share a common foundation of analytical, delivery, and product skills, along with specialized expertise aligned to the products and experiences they support.
As a member of the Digital Engagement and Transformation team, you will be part of a dynamic community of product and delivery professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand your impact.
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 ManagementPlease 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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