Fidelity Investments · 4 hours ago
Business Analyst Consultant
Fidelity Investments is a leading financial services firm, and they are seeking a Business Analyst Consultant to support multiple squad initiatives in their Core Wealth Platform Product Area. The role focuses on platform health and modernization efforts, aiming to enhance customer experiences and improve technology solutions.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Support multiple squad initiatives aimed at growing our core business and scaling our technology
Focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency
Build and deliver initiatives that support our client and associate experiences
Lead initiatives and take accountability for overall program success
Effectively translate business needs into technical requirements for developers and designers
Identify application and system issues, enhancements and requests by researching platform specifications, conferring with subject matter experts across the Enterprise
Think strategically about the end-to-end process and how platform updates may impact the Squad and the business
Evaluate, and make updates to, procedures and processes with an eye towards operational efficiency
Analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements
Manage large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met
Conduct business acceptance and validation testing and lead the team through various stages of the release cycle
Work with a full stack technical infrastructure with the ability to map dependencies and integrations
Proficiency in business acceptance testing, validation exercises, and release management
Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions
Qualification
Required
Bachelor's degree with 5-8 years of experience
Familiarity with life insurance products, such as annuities, a plus
Strong execution background with the ability to multi-task and prioritize for efficiency and business need
Ability to deal with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve
Ability to assess end to end process and analyze opportunities for modernization and enhancement
Ability to lead initiatives and take accountability for overall program success
Effectively translate business needs into technical requirements for developers and designers
The ability to break a Jira story down into small components, understand the underlying purpose and be able to test
Ability to identify application and system issues, enhancements and requests by researching platform specifications, conferring with subject matter experts across the Enterprise
Ability to think strategically about the end-to-end process and how platform updates may impact the Squad and the business
Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency
Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results
Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met
Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle
Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations
Proficiency in business acceptance testing, validation exercises, and release management
Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements
Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Recent News
2025-12-30
2025-12-30
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