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Principal Business Analyst - Digital Solutions

Fidelity Investments

Salt Lake City, UT

Full-Time

Principal Business Analyst - Digital Solutions

Fidelity Investments

Salt Lake City, UT

Full-Time

Jul 04, 2025

Management

Job Description

Job Description:

The Role

As a Principal Business Analyst, you will partner with a product lead to help build consistent digital experiences for our customers by translating customer and business needs into actionable solutions. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes:

Requirements Gathering & Analysis,
User Stories and Acceptance Criteria
Legal, Risk, and Compliance Review and Approval
Testing and Validation
Customer Rollout Strategy, Planning, and Execution
Customer Data and Feedback Analysis and Reporting

In this pivotal role, you will need to understand how the customer interacts with Fidelity's digital products, articulate the customer journey through visualizations, work with data experts to understand friction points for the customer, collaborate with other experts (product leads, UX/UI teams, technical teams) to explore potential solutions, document clear requirements for the development teams, lead product storytelling to varying audiences, partner with development teams through deployment of the solution, validate the solution during deployment and measure the impact of the deployed solution.

The Skills and Expertise You Bring:

Bachelor's degree required
8+ years of business analysis experience delivering digital experiences to customers.
Strong understanding of the digital product life cycle.
Customer-focused with a passion to solve challenges through a data driven approach. Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage.
Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams.
Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Expertise with Tableau, Power BI etc. is preferred. Experience with Product Analytics (Google Analytics, Pendo) is an advantage.
Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure , GCP is an advantage.
Having financial domain knowledge is a plus
Experience working in an agile team required
An affinity for technology and stay up to date on industry innovations

Note: Fidelity is not providing immigration sponsorship for this position

The Team

This role is aligned to a high impact product area within Fidelity that is focused on building common enterprise solutions for the greater good of our associates and customers' financial lives. We work on building scalable digital products that can be deployed across the enterprise leading to seamless customer experiences.

Certifications:

Category:

Product Management

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.

Job Description:

The Role

Requirements Gathering & Analysis,
User Stories and Acceptance Criteria
Legal, Risk, and Compliance Review and Approval
Testing and Validation
Customer Rollout Strategy, Planning, and Execution
Customer Data and Feedback Analysis and Reporting

The Skills and Expertise You Bring:

Bachelor's degree required
8+ years of business analysis experience delivering digital experiences to customers.
Strong understanding of the digital product life cycle.
Customer-focused with a passion to solve challenges through a data driven approach. Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage.
Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams.
Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Expertise with Tableau, Power BI etc. is preferred. Experience with Product Analytics (Google Analytics, Pendo) is an advantage.
Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure , GCP is an advantage.
Having financial domain knowledge is a plus
Experience working in an agile team required
An affinity for technology and stay up to date on industry innovations

Note: Fidelity is not providing immigration sponsorship for this position

The Team

Certifications:

Category:

Product Management

About Fidelity Investments

At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.

*Specifically serviced by our Clearing & Custody team within Fidelity Institutional

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.

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Principal Business Analyst - Digital Solutions

Fidelity Investments

Salt Lake City, UT

Jul 4, 2025

Full-time

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