Fidelity Investments
Overview
Join to apply for the
Principal Business Analyst
role at
Fidelity Investments .
Want a role that is crucial in all phases of digital product management? Join the Digital Strategy & Solutions Team! As a Product Manager, you will integrate product knowledge and experience in product management, providing leadership to bridge the gap between strategy and execution by aligning strategic goals with business value. Apply data-driven insights to identify product improvements, define clear requirements, deliver innovative solutions, and assess business outcomes for measurable impact. Elicit and detail the needs of customers, partners, LRC, and project objectives to ensure alignment and clarity throughout the development lifecycle. Craft detailed product requirements that reflect end-user functionality, supported by cross-functional collaboration and visual artifacts. Implement quality controls to ensure solutions meet defined requirements, function as intended, and are continuously improved. Support client and field readiness and provide deep expertise in digital product functionality.
The Expertise And Skills You Bring
5+ years of product manager experience delivering customer or associate focused digital solutions.
An ability to lead high priority initiatives from concept through execution across multiple cross-functional teams
Passionate about using data to address challenges, skilled in synthesizing insights into compelling narratives, vision statements, and data-informed decisions.
Extensive experience in root cause identification, process, journey and value stream mapping.
An affinity for technology and a dedication to staying current with industry innovations.
Experience in the specific areas of account maintenance, account opening, money movement, process workflow regulations, digital platforms, fraud, case management, XTRAC, market trends, and omnichannel applications.
Expertise in phone, branch and back-office operations, with an understanding of how paper, non-value-add calls, and manual tasks impact the cost of servicing clients.
The Team About
We are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share core product management and analytical abilities, as well as a set of differentiated skills which extends their ability to meet squad needs. We are aligned with the CORE-X group area whose mission is "Serving Millions, Moving Billions." We help grow our core business, attract the next generation of customers, and scale our impact across the organization through our critical experiences:
Account opening across all products
Seamless money and asset transfers within and beyond Fidelity
Essential account maintenance activities.
Note: Fidelity is not providing immigration sponsorship for this position
Certifications Category: Product Management
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite 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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Research, Analyst, and Information Technology
Referrals increase your chances of interviewing at Fidelity Investments by 2x
Sign in to set job alerts for “Principal Business Analyst” roles.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Principal Business Analyst
role at
Fidelity Investments .
Want a role that is crucial in all phases of digital product management? Join the Digital Strategy & Solutions Team! As a Product Manager, you will integrate product knowledge and experience in product management, providing leadership to bridge the gap between strategy and execution by aligning strategic goals with business value. Apply data-driven insights to identify product improvements, define clear requirements, deliver innovative solutions, and assess business outcomes for measurable impact. Elicit and detail the needs of customers, partners, LRC, and project objectives to ensure alignment and clarity throughout the development lifecycle. Craft detailed product requirements that reflect end-user functionality, supported by cross-functional collaboration and visual artifacts. Implement quality controls to ensure solutions meet defined requirements, function as intended, and are continuously improved. Support client and field readiness and provide deep expertise in digital product functionality.
The Expertise And Skills You Bring
5+ years of product manager experience delivering customer or associate focused digital solutions.
An ability to lead high priority initiatives from concept through execution across multiple cross-functional teams
Passionate about using data to address challenges, skilled in synthesizing insights into compelling narratives, vision statements, and data-informed decisions.
Extensive experience in root cause identification, process, journey and value stream mapping.
An affinity for technology and a dedication to staying current with industry innovations.
Experience in the specific areas of account maintenance, account opening, money movement, process workflow regulations, digital platforms, fraud, case management, XTRAC, market trends, and omnichannel applications.
Expertise in phone, branch and back-office operations, with an understanding of how paper, non-value-add calls, and manual tasks impact the cost of servicing clients.
The Team About
We are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share core product management and analytical abilities, as well as a set of differentiated skills which extends their ability to meet squad needs. We are aligned with the CORE-X group area whose mission is "Serving Millions, Moving Billions." We help grow our core business, attract the next generation of customers, and scale our impact across the organization through our critical experiences:
Account opening across all products
Seamless money and asset transfers within and beyond Fidelity
Essential account maintenance activities.
Note: Fidelity is not providing immigration sponsorship for this position
Certifications Category: Product Management
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite 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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Research, Analyst, and Information Technology
Referrals increase your chances of interviewing at Fidelity Investments by 2x
Sign in to set job alerts for “Principal Business Analyst” roles.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr