Business Analyst, Financial Planning & Advice
Fidelity Investments - smithfield, RI
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Job Description: The Role Join us in shaping the future of financial planning! The Investment Planning & Solutions Advice space is seeking a Business Analyst to help build the next generation of web and mobile financial planning applications. As a Business Analyst, you'll be a core business member working within a cross-functional development squads. You will actively drive investment & planning activity through defining the problem, assessing data, analyzing needs, 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, planning, and financial technology. Collaborating with product managers, engineers, and UX designers to define project goals and requirements. Conducting thorough analysis of business processes, using quantitative and qualitative data to prioritize areas for improvement. Using a client lens, translate business needs into actionable plans, ensuring alignment with overall company objectives. Participating in agile development cycles, providing insights and feedback to enhance customer experiences. Working closely with stakeholders to gather requirements, document use cases, and create user stories. Analyzing data, following trends, 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, 8+ years' professional experience or Masters' degree with 6+ years professional experience required. MBA, and/or Certified Financial Planner (CFP®) designation is a plus. 4+ years in financial planning experience, with project management or product development background Client-facing or distribution experience required 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 analysis skills, critical thinking, and a collaborative approach of delivering client experiences in a digital world. Strong product development skills, including creating business requirements. Strong project management skills and driven to own several initiatives at once Customer-focused mindset and drive 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 user experience designers. Ability to think & work on end-to-end experiences, implementation, and measurement including competitor analysis and customer opportunity analysis. Enabling work across business units and teams to ensure the best client experiences. The Team The Investment Planning & Solutions Advice area is working to improve 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 team's work starts with improving the financial planning experience, through delivering and evolving the product our client 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: Category: Business Analysis 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 every other week (all business days, M-F) in a Fidelity office.
Created: 2024-09-29