Business Analyst, Financial Planning \u0026 Advice at Fidelity TalentSource LLC

Job Description:

The Role

Join us in shaping the future of Financial Insights and Engagement in the Financial Planning and Advice Product Area. The Planning Engagement squad is seeking an analyst with a strong blend of business and systems analysis background to help families achieve greater financial wellness, through proactive and relevant financial insights.

As an Analyst, you ll be a core business member working within a cross-functional development squad. You will actively drive strategy through defining the problem, assessing data, analyzing needs, assisting with digital capabilities, 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, digital capabilities, artificial intelligence, and financial technology.

Responsibilities include:

• Collaborating with product managers, team members, and data analysts to define project goals and requirements.
• Conducting thorough analysis of business processes, digital capabilities, knowledge graphs, automated processes, and next best actions using quantitative and qualitative data to prioritize areas for improvement.
• Using a client lens, translate business needs into actionable plans, ensuring alignment with overall product offering and business goals.
• Participating in agile development cycles, providing insights and feedback to enhance customer experiences.
• Working closely with partners to capture requirements, document use cases, and create user stories.
• Analyzing data, generate reports, 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 with 8+ years professional experience or Masters degree with 6+ years is required.
• 4+ years in financial planning experience, with project management or product development background
• Certified Financial Planner (CFP\u00AE) designation is a plus and preferred
• Client-facing or distribution experience in financial planning is a plus
• 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 business & system analysis skills, critical thinking, and a collaborative approach of delivering client experiences in a digital world.
• Strong product development skills, including creating business requirements and understanding system requirements.
• Strong project management skills and driven to own several initiatives at once
• Customer-focused attitude and aim 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 data scientists.
• Ability to think strategically about end-to-end experiences, implementation, and measurement.
• Ability to define experimentation learning agendas and success metrics.
• Enabling work across business units and teams to ensure the best client experiences.
• Experience building & leading work related to digital experiences, especially artificial intelligence, quantitative, digital measurement / analytics, and experimentation.
• Taking the lead on competitor analysis, customer opportunity analysis, case development, product roadmap strategy development, vendor, and data source evaluation

The Team

The Planning Engagement Squad is working to redefine 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 squad s work starts with defining and understanding client trends & behavior using Fidelity s tools and evolving the financial planning products our clients 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:

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

, 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

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 all business days of every other week in a Fidelity office.

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,

, 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

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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

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