Brokerage Product Analyst: Shape the Investor Experience

Fidelity Investments Inc.; Covington (KY); On-site; USD 80,000 - 120,000; Full time

Job summary

Fidelity Investments Inc. seeks a Brokerage Product Business Analyst to help define and deliver digital brokerage solutions that improve customer experiences and drive business outcomes.

You will partner with Product, UX, Tech, Operations, and Analytics to translate needs into clear requirements and backlogs. You will leverage data and customer feedback to identify opportunities, support launches, and measure performance, applying AI tools as appropriate.

Qualifications

• Bachelor’s degree and experience in financial services, brokerage, or investing.
• Strong knowledge of brokerage products, customer needs, and digital experiences.
• Series 7 required.
• Experience gathering requirements, writing user stories, supporting testing, and delivering digital solutions.
• Strong analytical skills with the ability to use data and business insights to identify opportunities, solve problems, and measure outcomes.
• Familiarity with AI tools and emerging AI capabilities, with the ability to apply them to improve business outcomes.
• Effective communications skills, collaborating well across teams, escalating progress and blockers influences decisions through clear recommendations and insights.
• Self-motivated, customer-focused, and comfortable working independently and in ambiguity.
• Demonstrated ability to drive continuous improvement and deliver meaningful customer and business outcomes.

Responsibilities

• Partnering with Product, User Experience, Technology, Operations, and Analytics teams to deliver digital brokerage solutions that improve customer experiences and drive business outcomes.
• Translating business needs and insights into clear requirements, user stories, acceptance criteria, and prioritized backlogs that enable efficient delivery.
• Using data, customer feedback, and business trends to identify opportunities, prioritize enhancements, and support data-driven decision-making.
• Conducting testing and validation activities to ensure solutions meet requirements and deliver the intended customer and business outcomes.
• Supporting product launches through readiness activities, content reviews, communications, and educational materials that promote successful adoption.
• Monitoring product performance, measure outcomes, and provide ongoing production support, using insights and learnings to drive continuous improvement.
• Leverage and refine AI skills and tools to streamline and perform daily tasks.

Skills

Series 7

Financial services

Brokerage products

Analytics

Requirements gathering

User stories

AI tools

Communication

Self-motivation

Continuous improvement

Education

Bachelor’s degree

Job description

Fidelity Investments Inc. seeks a Brokerage Product Business Analyst to help define and deliver digital brokerage solutions that improve customer experiences and drive business outcomes.

You will partner with Product, UX, Tech, Operations, and Analytics to translate needs into clear requirements and backlogs. You will leverage data and customer feedback to identify opportunities, support launches, and measure performance, applying AI tools as appropriate.