Business Analyst focused on leveraging data to improve business performance in retail. Collaborating with teams to provide actionable insights based on analytics.
SF
Hybrid Business Analyst – Wealth Experience
Posted last week
About the role
- Business Analyst focusing on enhancing customer engagement for Fidelity’s wealth planning solutions. Collaborating with cross-functional teams to develop innovative wealth management experiences.
Responsibilities
- Collect and analyze information across a diverse set of individuals and teams, clearly articulating the full story across multiple workstreams
- Enable work across a broad group of partners to ensure experiences delivered are cohesive within overall wealth planning
- Develop business analysis expertise and experience opportunities for leadership growth with the Wealth Organization
Requirements
- Bachelor’s degree with 8+ years of work experience including 4+ years of financial services experience
- MBA, CFP or other related licenses or designations a plus
- Solid understanding of investment products, including managed accounts, the financial planning process and advisory solutions
- Proven experience analyzing complex customer and business requirements; anticipating operational risks, regulatory considerations and user experience challenges
- Ability to work independently to assimilate new information, form conclusions and clearly communicate ideas and solutions
- Experience gathering and documenting detailed business requirements, collaborating with cross-functional partners including product, design and development teams
- Ability to define and support end-to-end testing and validation approaches to ensure high-quality customer and business outcomes
- Adept at facilitating discussions with key business partners, ensuring productive dialogue, and influencing critical decisions
Benefits
- Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office
- Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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