Senior Business Analyst - Customer Insights & Offerings

Fidelity; Covington (KY); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity is seeking a highly analytical professional to join the Customer Insights and Offerings team in a role focused on translating data into actionable business insights. You will collaborate across internal and external partners, interpret complex data sets, and support decision-making with clear, data-driven recommendations.

The role requires strong communication skills, a deep understanding of financial services workflows, and an innovation-driven approach to improve processes and

Qualifications

• Bachelor’s degree or equivalent; 5 years of experience in financial services or software, preferably with analytics.
• Strong analytical skills with ability to interpret data and translate insights into action.
• Understanding workflows and requirements of internal and external partners, and related systems.
• Effective communicator capable of influencing across management levels.
• Excellent written and verbal communication with strong presentation and detail orientation.
• Exceptional organizational and stakeholder management skills to drive accountability and monitor milestones.
• Innovative mindset with ability to identify process improvements and automation.
• Fluency in SQL.
• Dev-Assist usage is a strong plus.

Skills

Analytical skills

Stakeholder management

Communication

Process improvement

Automation

SQL fluency

Education

Bachelor’s degree or equivalent

Tools

Dev-Assist

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Are you passionate about building innovative solutions that deliver exceptional user experiences? Do you thrive on partnering across teams, analyzing complex business challenges, and driving initiatives from concept to execution while ensuring successful delivery? Are you energized by influencing decisions, improving processes, and finding opportunities for automation and innovation? Join Customer Insights and Offerings and help shape impactful products and capabilities that bring value for our customers and the business.

The Expertise and Skills You Bring

This role requires a highly analytical and organized professional who can employ critical thinking to interpret data and translate insights into action. The ideal candidate possesses a strong understanding of business workflows, stakeholder requirements, and supporting systems, enabling effective collaboration across internal and external partners. Specifically, the following characteristics will help you succeed in this role:

• Bachelor’s degree or equivalent, with 5 years of experience in financial services or software industry —preferably within experience in analytics.
• Strong analytical skills, with the ability to apply critical thinking to interpret and manage large, complex data sets.
• Comprehensive understanding of workflows and requirements of internal and external business partners, as well as related systems and applications.
• Effective communicator and influencer, capable of working across all levels of management to drive high-impact decisions quickly and accurately.
• Excellent written and verbal communication skills, with strong presentation capabilities and attention to detail.
• Exceptional organizational and stakeholder management skills, with the ability to drive accountability across teams, monitor progress against milestones, and proactively communicate and mitigate risks to delivery.
• Innovation-focused approach, with a demonstrable ability to find opportunities for process improvement and automation.
• Fluency in SQL
• Dev-Assist usage is a strong plus

The Team

The Customer Insights and Offerings (CI&O) group, within the Fidelity Wealth Business Unit, plays a key role in providing data-driven recommendations for various product areas. This role is part of the Intelligence team that builds the analytics and recommendations in the suite of tools/capabilities that will help scale our Distributions channel.

As a part of the team, your work will inform and guide the initiatives that are transforming the way our retail customers become aware of and engage with Fidelity. Our work drives efficiency through optimization efforts across many channels, enabling the business to reach the right person at the right time and the right channel.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.