Job Description:

Senior Systems Analyst

The Role

This role offers the opportunity to join a SaaS/cloud-first, innovative, and fast-paced technology team within Fidelity Institutional Technology, supporting FI Distribution Solutions. The team is responsible for the discovery, analysis, and delivery of client experience and servicing applications for intermediary and institutional customers.

In this role, you will play a key part in supporting the ongoing development and enhancement of client servicing capabilities, including within the Salesforce CRM platform, helping to evolve the servicing model and overall client experience.

As a Senior Systems Analyst, you will partner closely with business stakeholders to understand key business drivers and requirements, going beyond simply gathering requirements to fully understand the why behind them. You will collaborate with development teams and technology partners to translate these needs into well-defined user stories and scalable system solutions that drive high-quality, timely delivery.

You will contribute to both new and existing technology products, performing in-depth systems analysis to ensure solutions align with business objectives. Through strong collaboration, analysis, and execution, you will help drive delivery outcomes while contributing to continuous improvement across the platform.

Key Responsibilities

• Lead collaboration with business stakeholders to gather, analyze, and refine complex business and functional requirements
• Translate business needs into well-defined user stories with clear business value and acceptance criteria
• Partner with Product Managers to shape backlogs, support quarterly planning, and manage delivery priorities
• Facilitate refinement sessions and ensure stories are ready for development using ATDD principles
• Drive alignment across stakeholders on scope, priorities, risks, and dependencies
• Own user story validation and sign-off, ensuring delivered solutions meet requirements and quality standards
• Analyze complex systems, data models, and workflows to recommend scalable solution approaches
• Lead identification and management of risks, dependencies, and trade-offs across initiatives
• Support and influence architectural and design discussions with engineering teams
• Proactively identify opportunities for process, system, and client experience improvements
• Participate in and support end-to-end testing and validation activities

Ths e Expertise and Skills You Bring

• 46 plus years of experience as a SystemAnalyst supporting complex technology solutions
• A bachelors degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, or a closely related field
• Strong experience in requirements analysis, backlog management, and Agile delivery practices
• Understanding of enterprise platforms, including Salesforce (Sales Cloud, Service Cloud, Experience Cloud)
• Proven ability to translate complex business problems into scalable, well-structured solutions
• Strong experience facilitating stakeholder discussions and influencing decisions across teams
• Experience managing product backlogs using tools like JIRA and Confluence
• Strong analytical skills, including data analysis using SQL and understanding of data models
• Ability to understand system architecture and interact effectively with development teams
• Experience leading refinement sessions, defining acceptance criteria, and applying ATDD practices
• Proven ability to manage risks, dependencies, and competing priorities across initiatives
• Strong written and verbal communication skills across technical and non-technical audiences
• Ability to work independently and lead initiatives in a fast-paced environment

Nice-to-Have Skills

• Financial services domain experience (investment or wealth management)
• Experience with tools such as SQL Developer, Insomnia, Kafka, Datadog
• Ability to read code for analysis and troubleshooting
• Familiarity with AI tools and their application in systems analysis
• Salesforce certifications or advanced platform knowledge
• Experience working across global, distributed teams

The Team

This team is part of Fidelitys broader distribution and client service organization, supporting a diverse client base and delivering solutions that enable high-quality service and operational excellence. The organization provides access to Fidelitys extensive investment capabilities and plays a key role in driving client engagement and business growth.

You will be part of a collaborative and diverse team supporting business-critical applications across multiple environments. The team values continuous learning, strong collaboration, and delivering high-quality, scalable solutions aligned with business needs.

This is an excellent opportunity for a Senior Systems Analyst to influence solution design, partner closely with business and technology stakeholders, and contribute to impactful, client-facing initiatives while driving continuous improvement across systems and processes.

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:

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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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