Fidelity Corp
Principal Business Process Analyst, Brokerage Service Operations
Fidelity Corp, Smithfield, Rhode Island, us, 02917
Principal Business Process Analyst, Brokerage Service Operations
As a member of the Digital Transformational Product Area, you will be assessing the drivers of inbound paper to Brokerage and Wealth. This includes forms, letters, checks, and returned mail. Through use of a data-driven approach to identify sources of friction and perform root-cause analysis you will use insights to produce detailed initiatives to drive reductions. Working with product squads you will partner to build impactful solutions to deliver results. This role also requires continuing to watch for trends and validating the efficacy of ongoing initiatives. Also, working in close collaboration with our Workplace Investing and Fidelity Institutional partners will be beneficial to achieving success. The Expertise & The Skills You Bring: Highly motivated and upbeat approach to analyzing operational challenges 5+ years of work experience as an analyst in a business intelligence environment An affinity for technology and stay up to date on industry innovations You employ strong story telling skills, conveying the vision and impact of digital solutions using data and visualization The ability to work independently while being an excellent teammate that cultivates strong internal relationships The optimal candidate demonstrates the ability to build and champion cross-business unit working relationships in the areas of operations, product, and technology. This requires a strong relationship with our data and analytics partners (e.g., Inbound Capture Services, Treasury, AACI) to measure and assess sources of paper in our intake channels. Routinely, the formulation of hypotheses on what is driving paper volumes and validating them through the application of excellent analytical, problem solving, written and oral communication skills will be needed. To accelerate the work, excellent organization, knowledge of XTRAC, intermediate to sophisticated experience with Excel and business intelligence tools will be necessary. Additionally, preparing and presenting updates with compelling insights on paper initiatives to senior leaders, along with skills to influence leaders at all levels will be vital! Note: Fidelity is not providing immigration sponsorship for this position The Team: Digital Solutions Chapter members are passionate about bringing together people, process, and technology to serve our growing customer base. Chapter members share a set of core product management and analytical skills, along with differentiating skills that are suited to the squad to which they are aligned. This role is aligned to a squad within the Digital Channels Product Area, which manages and maintains the user experience, technology stack, and product lifecycle of our Web and Mobile customer experiences. As a member of the Digital Solutions team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand your impact Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. 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.
As a member of the Digital Transformational Product Area, you will be assessing the drivers of inbound paper to Brokerage and Wealth. This includes forms, letters, checks, and returned mail. Through use of a data-driven approach to identify sources of friction and perform root-cause analysis you will use insights to produce detailed initiatives to drive reductions. Working with product squads you will partner to build impactful solutions to deliver results. This role also requires continuing to watch for trends and validating the efficacy of ongoing initiatives. Also, working in close collaboration with our Workplace Investing and Fidelity Institutional partners will be beneficial to achieving success. The Expertise & The Skills You Bring: Highly motivated and upbeat approach to analyzing operational challenges 5+ years of work experience as an analyst in a business intelligence environment An affinity for technology and stay up to date on industry innovations You employ strong story telling skills, conveying the vision and impact of digital solutions using data and visualization The ability to work independently while being an excellent teammate that cultivates strong internal relationships The optimal candidate demonstrates the ability to build and champion cross-business unit working relationships in the areas of operations, product, and technology. This requires a strong relationship with our data and analytics partners (e.g., Inbound Capture Services, Treasury, AACI) to measure and assess sources of paper in our intake channels. Routinely, the formulation of hypotheses on what is driving paper volumes and validating them through the application of excellent analytical, problem solving, written and oral communication skills will be needed. To accelerate the work, excellent organization, knowledge of XTRAC, intermediate to sophisticated experience with Excel and business intelligence tools will be necessary. Additionally, preparing and presenting updates with compelling insights on paper initiatives to senior leaders, along with skills to influence leaders at all levels will be vital! Note: Fidelity is not providing immigration sponsorship for this position The Team: Digital Solutions Chapter members are passionate about bringing together people, process, and technology to serve our growing customer base. Chapter members share a set of core product management and analytical skills, along with differentiating skills that are suited to the squad to which they are aligned. This role is aligned to a squad within the Digital Channels Product Area, which manages and maintains the user experience, technology stack, and product lifecycle of our Web and Mobile customer experiences. As a member of the Digital Solutions team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand your impact Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. 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.