Business Analyst – Wealth Experience

Job description

Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role: We are looking for a curious, collaborative, and digitally savvy Business Analyst to help shape the next generation of Fidelity’s wealth planning experiences. In this role, you will support the development of customer-centric solutions that enhance how clients engage with our Wealth Management offerings. In this role, you will: The Expertise and Skills You Bring - Collect and analyze information across a diverse set of individuals and teams, clearly articulating the full story across multiple workstreams. - Enable work across a broad group of partners to ensure experiences delivered are cohesive within overall wealth planning. - Develop business analysis expertise and experience opportunities for leadership growth with the Wealth Organization. - Bachelor’s degree with 8+ years of work experience including 4+ years of financial services experience. - MBA, CFP or other related licenses or designations a plus - Solid understanding of investment products, including managed accounts, the financial planning process and advisory solutions. - Proven experience analyzing complex customer an...