Business Analysis & Project Management
Business Analyst, Financial Planning & Advice
- Merrimack, NH
- Boston, MA
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
Job Description:
The Role
Join us in shaping the future of Financial Insights and Engagement in the Financial Planning and Advice Product Area. The Planning Engagement squad is seeking an analyst with a strong blend of business and systems analysis background to help families achieve greater financial wellness, through proactive and relevant financial insights.
As an Analyst, you’ll be a core business member working within a cross-functional development squad. You will actively drive strategy through defining the problem, assessing data, analyzing needs, assisting with digital capabilities, and bringing a client-centric lens to the development of a solution. This position combines big-picture vision with practical execution, making it an exciting opportunity for candidates passionate about innovation, digital capabilities, artificial intelligence, and financial technology.
Responsibilities include:
- Collaborating with product managers, team members, and data analysts to define project goals and requirements.
- Conducting thorough analysis of business processes, digital capabilities, knowledge graphs, automated processes, and next best actions using quantitative and qualitative data to prioritize areas for improvement.
- Using a client lens, translate business needs into actionable plans, ensuring alignment with overall product offering and business goals.
- Participating in agile development cycles, providing insights and feedback to enhance customer experiences.
- Working closely with partners to capture requirements, document use cases, and create user stories.
- Analyzing data, generate reports, and present findings to inform decision-making.
- Champion customer-centric design principles, advocating for outstanding user experiences.
The Expertise and Skills You Bring
- Bachelor’s degree or equivalent with 8+ years’ professional experience or Masters’ degree with 6+ years is required.
- 4+ years in financial planning experience, with project management or product development background
- Certified Financial Planner (CFP®) designation is a plus and preferred
- Client-facing or distribution experience in financial planning is a plus
- Passion for financial wellness
- You are intellectually curious and model a culture of learning and collaboration.
- Demonstrated strong verbal and written communication skills.
- Ability to craft and present successful presentations using PowerPoint
- Skilled at building credibility and trust with diverse partners
- Strong business & system analysis skills, critical thinking, and a collaborative approach of delivering client experiences in a digital world.
- Strong product development skills, including creating business requirements and understanding system requirements.
- Strong project management skills and driven to own several initiatives at once
- Customer-focused attitude and aim to understand our clients and craft experiences to help both clients and advisors.
- Ability to work in a fast-paced and frequently ambiguous environment.
- Willingness to upskill and build technical competence in working with software developers and data scientists.
- Ability to think strategically about end-to-end experiences, implementation, and measurement.
- Ability to define experimentation learning agendas and success metrics.
- Enabling work across business units and teams to ensure the best client experiences.
- Experience building & leading work related to digital experiences, especially artificial intelligence, quantitative, digital measurement / analytics, and experimentation.
- Taking the lead on competitor analysis, customer opportunity analysis, case development, product roadmap strategy development, vendor, and data source evaluation
The Team
The Planning Engagement Squad is working to redefine financial planning at Fidelity. Our focus is to shift from analyzing a single goal a client may have, to analyzing the client’s full financial picture. Our work will support a client who is looking to make an informed decision in their financial lives, leading to better outcomes in their future. The squad’s work starts with defining and understanding client trends & behavior using Fidelity’s tools and evolving the financial planning products our clients and advisors’ use. The role is part of the Financial Planning & Advice Product area within the Wealth Solutions Domain.
Our Values
- Client obsession – we believe that the client is at the center of everything we do
- A commitment to growth – one day a week is dedicated to learning and stretching beyond our comfort zone
- Community/culture – we promote an inclusive and diverse community that is supportive to new ideas and perspectives.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
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, detailed in this document, 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.
We invite you to Find Your Fidelity at fidelitycareers.com.
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.
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.
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 experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
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This is my Fidelity
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
Fidelity is invested in you
Committed to Professional Development
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Ongoing skills development and coaching opportunities.
- Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
- A range of talent development programs to support career mobility.
Mentoring
- Utilize the skills of experienced leaders to enrich your career.
- Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
- An open atmosphere of knowledge sharing and collaboration.
- Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back to Our Communities
Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,000 associates donate time annually – from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable®
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
- Supported more than 300,000 unique charities around the world.
- Since its inception, more than $42 billion has been given to public charities.
