Job Description:
The Role
The Brokerage Business Expertise & Solution Team helps support the Scale our Service initiative by finding creative solutions to solve for sources of client friction. The BE&ST analyst plays a crucial role in Fidelity's product development process, tasked with maximizing product value and ensuring successful delivery. While Squad Leads focus on strategic direction and market fit, the analyst informs the solution design and translates their vision into actionable tasks for the development team, ensuring business expertise in the development process and overseeing both execution and delivery of the final product.
Throughout all the phases of Fidelity's product development process, the BE&ST analyst acts as a liaison between the design and development teams and stakeholders, ensuring that the team remains focused on delivering value to the customer and the business. The analyst's ability to prioritize work, make quick decisions, and communicate effectively is crucial to the success of the product development process.
You will be embedded on a squad where you will provide analysis of our business processes and expertise to support the creation of digital experiences through the software development lifecycle that support our Brokerage clients and associates. You will play a leading role in all phases of digital product management, including:
Discovering the right opportunities using data
Defining the requirements
Designing innovative solutions
Supporting client and field readiness
Measuring the business outcome
The Expertise and Skills You Bring
2+ years of business analysis experience delivering customer or associate focused digital solutions of high value
Client-obsessed with a passion to solve challenges through a data driven approach
Experience working in an agile team
An affinity for technology and stay up to date on industry innovations
You employ strong story telling skills, conveying the vision and impact of digital solutions using data and visualization
Expertise in areas of phone, branch and back-office operations and awareness of impacts of paper, non-value-add calls and manual work to the cost of servicing clients.
Experience in root cause identification, process, journey and value stream mapping.
Understanding of process workflow, case management, XTRAC and associate roles in servicing clients.
Can communicate effectively with engineering teams, translating business requirements and client needs into technical requirements.
Experience with RPA and BPMN implementation delivery a plus.
The Team
Business Process Management chapter members are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share a set of core product management and analytical skills, as well as a set of differentiated skills which extend their ability to meet the needs of the squad to which they are aligned.
You will be aligned with the Digital Business Capability product area whose mission is to provide the easiest, simplest, and fastest digital experience to our clients and associates. We do this by focusing on the service experiences that accelerate speed to resolution and leverage technological advances in the following areas:
Digital Service Design
Process Re-engineering
Client Platforms and Relationship Management
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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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.
