Senior Systems Analyst

Fidelity Investments; Smithfield (RI); On-site; USD 80,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a Senior Systems Analyst based in Smithfield, Rhode Island. This position plays a key role in supporting and enhancing client servicing capabilities through sophisticated technology solutions, primarily within the Salesforce CRM platform.

The ideal candidate will have 4–6+ years of experience in analyzing complex business requirements and translating them into effective system solutions. A collaborative mindset is essential as you will work closely with various teams to ensure client satisfaction and operational excellence.

Qualifications

• 4–6+ years of experience as a Systems Analyst supporting complex technology solutions.
• Strong experience in requirements analysis and backlog management.
• Understanding of enterprise platforms, including Salesforce.

Responsibilities

• Lead collaboration to gather and refine complex business and functional requirements.
• Translate needs into well-defined user stories with clear business value.
• Drive alignment across stakeholders on scope, priorities, and risks.

Skills

Requirements analysis

Agile delivery practices

Data analysis using SQL

Facilitating stakeholder discussions

Product backlog management

Education

Bachelor’s degree in Computer Science or related field

Tools

Salesforce

JIRA

Confluence

Job description

Senior Systems Analyst

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

This role offers the opportunity to join a SaaS/cloud-first, innovative, and fast-paced technology team within Fidelity Institutional Technology, supporting FI Distribution Solutions. The team is responsible for the discovery, analysis, and delivery of client experience and servicing applications for intermediary and institutional customers.

In this role, you will play a key part in supporting the ongoing development and enhancement of client servicing capabilities, including within the Salesforce CRM platform, helping to evolve the servicing model and overall client experience. As a Senior Systems Analyst, you will partner closely with business stakeholders to understand key business drivers and requirements, going beyond simply gathering requirements to fully understand the “why” behind them. You will collaborate with development teams and technology partners to translate these needs into well‑defined user stories and scalable system solutions that drive high‑quality, timely delivery.

Key Responsibilities

• Lead collaboration with business stakeholders to gather, analyze, and refine complex business and functional requirements
• Translate business needs into well‑defined user stories with clear business value and acceptance criteria
• Partner with Product Managers to shape backlogs, support quarterly planning, and manage delivery priorities
• Facilitate refinement sessions and ensure stories are ready for development using ATDD principles
• Drive alignment across stakeholders on scope, priorities, risks, and dependencies
• Own user story validation and sign‑off, ensuring delivered solutions meet requirements and quality standards
• Analyze complex systems, data models, and workflows to recommend scalable solution approaches
• Lead identification and management of risks, dependencies, and trade‑offs across initiatives
• Support and influence architectural and design discussions with engineering teams
• Proactively identify opportunities for process, system, and client experience improvements
• Participate in and support end‑to‑end testing and validation activities

Experience and Skills You Bring

• 4–6 plus years of experience as a Systems Analyst supporting complex technology solutions
• A bachelor’s degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, or a closely related field
• Strong experience in requirements analysis, backlog management, and Agile delivery practices
• Understanding of enterprise platforms, including Salesforce (Sales Cloud, Service Cloud, Experience Cloud)
• Proven ability to translate complex business problems into scalable, well‑structured solutions
• Strong experience facilitating stakeholder discussions and influencing decisions across teams
• Experience managing product backlogs using tools like JIRA and Confluence
• Strong analytical skills, including data analysis using SQL and understanding of data models
• Ability to understand system architecture and interact effectively with development teams
• Experience leading refinement sessions, defining acceptance criteria, and applying ATDD practices
• Proven ability to manage risks, dependencies, and competing priorities across initiatives
• Strong written and verbal communication skills across technical and non‑technical audiences
• Ability to work independently and lead initiatives in a fast‑paced environment

Nice‑to‑Have Skills

• Financial services domain experience (investment or wealth management)
• Experience with tools such as SQL Developer, Insomnia, Kafka, Datadog
• Ability to read code for analysis and troubleshooting
• Familiarity with AI tools and their application in systems analysis
• Salesforce certifications or advanced platform knowledge
• Experience working across global, distributed teams

The Team

This team is part of Fidelity’s broader distribution and client service organization, supporting a diverse client base and delivering solutions that enable high‑quality service and operational excellence. The organization provides access to Fidelity’s extensive investment capabilities and plays a key role in driving client engagement and business growth. You will be part of a collaborative and diverse team supporting business‑critical applications across multiple environments. The team values continuous learning, strong collaboration, and delivering high‑quality, scalable solutions aligned with business needs.