Business Analyst Consultant at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

Requirements

Bachelor’s degree or equivalent with 8+ years of experience, or Master’s degree with 6+ years of experience in project management and business analysis
Experience with annuity and insurance products highly desired
Familiarity with the FIA business and its annuities, life insurance, and long-term care is a plus
Proficient understanding and prior experience with Fidelity’s Product Frameworks: Product Approach, Product Strategy, and Product Development and Management
Demonstrated experience in defining and documenting requirements, testing and learning, iterating on, and delivering top-tier solutions across the product lifecycle
Highly proficient in requirements elicitation, gap analysis, and business acceptance testing exercises
Strong influence and negotiation skills to prioritize work in dependent teams' backlogs
Exceptional strategic problem-solving and critical thinking skills, with a passion for defining outstanding customer and associate experiences
Outstanding ability to build positive relationships with cross-functional teams, squads, vendors, and leadership teams
Proven time management, organizational, and documentation skills; able to balance and prioritize multiple competing priorities independently in a fast-paced environment
Excellent listening, communication, facilitation, and presentation skills
Proficiency in MS Word, Excel, Miro, and PowerPoint

Responsibilities

Collaborate with Fidelity Insurance Agency (FIA) Commercialization, Product Managers, and the Go to Market team to develop top-notch FIA solutions for advisors, customers, and Fidelity Insurance Network (FIN) Carriers
Craft and communicate strategic and critical product initiatives targeted at advancing and broadening Fidelity’s Annuity and Insurance business
Work closely with FIA Commercialization to develop business cases, visualize user experience journeys, and establish product and business needs
Gather, record, and document product and business needs requirements and collaborate with Delivery team leaders and members to grasp essential outputs
Share demographic and product data, along with market knowledge, to help Delivery teams prioritize and develop digital experiences
Work with Wealth Platform and Experience Squad Leaders, Business Analysts, and IT associates on developing, testing, and launching new and improved products and digital experiences
Collaborate with CKSI and User Experience on strategic/competitive/market research and analysis, drafting learning agendas and usability studies
Work with Distribution, Service, and Ops teams on field readiness activities to support product launches both digital and advisor led

Skills

Key technologies and capabilities for this role

Business AnalysisProject ManagementProduct ManagementAnnuity ProductsInsurance ProductsBusiness RequirementsUser ExperienceMarket ResearchUsability StudiesDigital ExperiencesStakeholder Collaboration

Questions & Answers

Common questions about this position

What experience level is required for the Business Analyst Consultant role?

A Bachelor’s degree or equivalent with 8+ years of experience, or a Master’s degree with 6+ years of experience in project management and business analysis is required; experience with annuity and insurance products is highly desired.

What key skills are needed for this position?

Key skills include requirements elicitation, gap analysis, business acceptance testing, strong influence and negotiation, strategic problem-solving, relationship building, time management, and proficiency in MS Word, Excel, Miro, and PowerPoint.

Is experience with Fidelity’s products or insurance required?

Familiarity with the FIA business and its annuities, life insurance, and long term care is a plus, along with proficient understanding of Fidelity’s Product Frameworks: Product Approach, Product Strategy, and Product Development and Management.

What is the salary or compensation for this role?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What kind of collaboration is involved in this role?

The role involves close collaboration with FIA Commercialization, Product Managers, Go to Market team, Delivery teams, Wealth Platform and Experience Squad Leaders, Business Analysts, IT associates, CKSI, User Experience, Distribution, Service, and Ops teams.

What makes a strong candidate for this Business Analyst Consultant position?

Strong candidates have demonstrated experience in defining and documenting requirements, testing, iterating, and delivering solutions; exceptional communication, facilitation, relationship-building, and strategic thinking skills; and the ability to manage multiple priorities in a fast-paced environment.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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