Job Description:

Please Note: We are unable to provide visa sponsorship for this role

The Team

Our Mission: We serve those who serve others. The Tax Exempt Market (TEM) supports mission‑driven institutions—including major healthcare systems, colleges, and universities—by delivering retirement plan services that improve financial well‑being.

Strategic Partnership: In this role, you will work closely with TEM Product Leadership, Engineering, Distribution, Operations, and global partners to design, deliver, and support critical product capabilities across the TEM ecosystem.

The Role

As a Consultant, Business Analyst, you will play a critical role in driving complex product initiatives forward within the TEM Product Area. This role operates as a senior individual contributor with high autonomy, responsible for leading end‑to‑end business analysis across multi‑team epics and sub‑initiatives.

You will translate complex business needs into clear, actionable requirements and partner closely across Product, Distribution, Technology, and Operations. You are not expected to perform technical implementation; however, you must be highly systems‑ and data‑literate to guide delivery and influence decisions.

Expertise You Have (Core Capabilities)

  • Strategic Curiosity & Learning Agility: Quickly learn complex domains, challenge assumptions, and translate ambiguity into structured insight.
  • Initiative‑Level Problem Structuring: Break down multi‑team epics into clear components, dependencies, and risks to drive execution.
  • Agile & Delivery Leadership: Lead epics and stories across squads, ensuring value‑based prioritization and consistent delivery.
  • Requirements & Solution Definition: Drive discovery, define current/future states, and deliver high‑quality user stories and acceptance criteria.

Skills You Bring (Behavioral DNA)

  • Highly Collaborative & Cross‑Organizational Mindset: Proactively partner across TEM and other business units to identify the right stakeholders and build strong working relationships critical to success.
  • Facilitation & Alignment: Lead working sessions, synthesize diverse inputs, and guide teams toward clear decisions and shared outcomes.
  • Ownership, Accountability & Adaptability: Take end‑to‑end ownership of outcomes, navigate shifting priorities, and remain effective in a dynamic environment.
  • Systems, Data & Process Thinking: Connect systems, data, and processes to identify impacts and opportunities, while leveraging and adapting established best practices across the organization.

Value You Deliver

  • Structured & Organized Execution: Create and maintain clear artifacts (e.g., initiative mapping, requirements, workflows) that bring transparency to a high‑volume, complex body of work—and enable others to effectively engage with them.
  • Operational Readiness & Continuous Improvement: Ensure downstream readiness while continuously improving processes by adopting and tailoring proven practices from across business units.
  • Epic & Initiative Leadership: Lead complex epics from discovery through go‑live, ensuring clarity, momentum, and execution excellence.

Experience & Background

Product Development & Business Analysis Experience:

  • 7+ years of experience supporting product development through strong business analysis in financial services, technology, or other regulated environments.
  • Ability to drive tactical initiatives, through implementation, of a product strategy/roadmap
  • Self-directed and motivated to stretch outside comfort zone and learn and apply new skills
  • Strong written and verbal communication skills
  • Proven experience leading epics or large initiatives in Agile environments.
  • You have strong interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers

Certifications:

Category:

Business Analysis

Please be advised that Fidelity’s 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.