Sr. Business Analyst

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

Job Description:

Brokerage Product Business Analyst

Note: Fidelity is not providing immigration sponsorship for this position

The Role

Do you want to be part of a team that transforms the investing experience for its customers? Do you want to define the future of brokerage products and experiences that will surpass our competitors? With the constantly evolving competitive landscape within financial services, the rise in mobile investing and Fintech disruptors, there is constant demand for strategic problem solvers with analytical skills to drive new initiatives. Come join a world-class brokerage team to inform the creation of the best customer experiences and go-to-market strategies in the Financial Services industry.

Candidates must be able to leverage data to inform decisions, synthesize and clearly communicate insights, and apply a customer-first mindset with ownership, curiosity, and a commitment to continuous learning to deliver impactful results.

As a Brokerage Product Business Analyst, you will draw on deep expertise in Brokerage products and experiences, as well as a familiarity with customer needs and sentiment. You will support delivery of Brokerage products and experiences by:

• 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.

The Expertise & Skills You Bring

• 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.

The Team

The mission of the Digital Brokerage Team is to provide an outstanding digital experience, investment tools, brokerage operational support, marketing activities, and other services to our self-directed investors. You will learn about the current Fidelity experience and investor behaviors at every touch point to share ideas with contacts to improve the customer experience.

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.

Certifications:

Series 07 - FINRA

Category:

Product Management

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.