Job Description:

The Role

At Institutional Wealth Management Services (IWMS), we help financial advisors thrive through clientfocused expertise, industryleading financial solutions, and flexible technology. This role supports Banking Money Movement and is instrumental in delivering new and evolving products that enhance the client experience. The position partners closely with product leads, internal stakeholders and clients to identify opportunities, understand complex business and client needs, and collaborate on building impactful solutions.

We are seeking a Senior Manager of Business Analysis who is comfortable thriving in a fastpaced, highpressure environment, brings strong analytical and problemsolving skills, and demonstrates a solutionsoriented mindset. Experience in Clearing and Custody is strongly preferred, though not required. Success in this role requires navigating complex and sometimes ambiguous processes, making sound decisions with evolving information, and managing work across multiple interdependent partner teams while maintaining accuracy, accountability, and momentum under tight timelines.

There are three primary principles of being a great Senior Manager, Business Analysis:

• Strategy: Understanding the problem or the 'why,' partnering with Product Leaders to explore future capabilities, and aligning near- and long-term roadmap decisions to the broader mission and product vision

• Execution: Driving work within your team, internal partners teams, and external partners to achieve a common goal

• Business Readiness: How you drive your product to launch, gaining adoption and supporting it after launch

The Expertise and Skills You Bring

• Bachelors degree required, with >5 years of experience in product delivery, business analysis, operations, or technologyenabled roles
• Demonstrated experience driving assigned product delivery or operational initiatives, including requirements definition, analysis, documentation, testing support, and execution

• Clearing and Custody experience is a plus, including understanding of endtoend workflows and associated risk considerations
• Strong analytical and problemsolving skills, with the ability to assess ambiguous information and drive wellreasoned decisions
• Proven ability to perform effectively in a fastpaced, highpressure environment with frequent change and competing priorities
• Experience working with multiple dependent partner teams (internal and/or external), requiring coordination, influence, and clear communication
• Comfort operating where processes, requirements, or outcomes are not fully defined, with the ability to create clarity and forward progress
• Ability to proactively identify issues, escalate appropriately, and collaborate on solutions in timesensitive situations

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

We are Business Analysts who help define organizational needs, engage stakeholders, and deliver optimal client experiences by detailing the ask while educating on the options and capabilities offered. We also drive an executable strategy and ensure scalable and supportable solutions. This is an excellent opportunity to join Fidelity Institutional (FI) Business Analysis and work on solutions to drive FI business forward. The Business Analysis area aligns with FI business partners in an agile way. By putting autonomous agile teams at the forefront of delivering incredible client value and supporting all associates in being motivated towards continuous improvement and career development, you sustain and evolve our innovative learning agile culture by demonstrating and promoting Fidelity and agile leadership behaviors.

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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.

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