Brokerage Product Strategy & Insights Analyst

Fidelity; Covington (KY); On-site; USD 90,000 - 120,000; Full time

Job summary

Fidelity in Covington, KY is seeking a Brokerage Product Business Analyst to shape the next generation of digital brokerage experiences. You will collaborate with product, UX, technology, operations, and analytics to translate customer needs into actionable requirements and measurable outcomes.

You will leverage data and feedback to identify opportunities, support launches, monitor performance, and drive continuous improvement, including applying AI tools to daily tasks.

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.
• 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

Data-driven decision making

User stories

Testing support

AI tools familiarity

Communication skills

Independent work

Problem solving

Education

Bachelor's degree in financial services or related field

Job description

Fidelity in Covington, KY is seeking a Brokerage Product Business Analyst to shape the next generation of digital brokerage experiences. You will collaborate with product, UX, technology, operations, and analytics to translate customer needs into actionable requirements and measurable outcomes.

You will leverage data and feedback to identify opportunities, support launches, monitor performance, and drive continuous improvement, including applying AI tools to daily tasks.