Job Description
Job Description:
The Role
Ready to contribute significantly at Fidelity Insurance Agency? As a Business Analyst Consultant, you'll help lead Fidelity's Annuity and Insurance business. Collaborate with Fidelity Insurance Agency (FIA) Commercialization, Product Managers, and the Go to Market team to develop top-notch FIA solutions for advisors, customers, and Fidelity Insurance Network (FIN) Carriers.
Crafting and communicating strategic and critical product initiatives targeted at advancing and broadening Fidelity's Annuity and Insurance business.
Working closely with FIA Commercialization to develop business cases, visualize user experience journeys, and establish product and business needs.
Gathering and recording documenting product and business needs requirements and collaborating with Delivery team leaders and members to grasp essential outputs.
Sharing demographic and product data, along with market knowledge, help Delivery teams prioritize and develop digital experiences.
Working with Wealth Platform and Experience Squad Leaders, Business Analysts, and IT associates on developing, testing, and launching new and improved products and digital experiences.
Collaborating with CKSI and User Experience on strategic/competitive/market research and analysis, drafting learning agendas and usability studies.
Working with Distribution, Service, and Ops teams on field readiness activities to support product launches both digital and advisor led.
The Expertise and Skills You Bring
You bring a wealth of experience and expertise to this role, including:
A Bachelor's degree or equivalent, with 8+ years of experience, or a Master's degree with 6+ years of experience in project management and business analysis; experience with annuity and insurance products is highly desired.
Familiarity with the FIA business and its annuities, life insurance, and long term care, is a plus.
Proficient understanding and prior experience with Fidelity's Product Frameworks: Product Approach, Product Strategy, and Product Development and Management.
Demonstrated experience in defining and documenting requirements, testing and learning, iterating on, and delivering top-tier solutions across the product lifecycle.
Highly proficient in requirements elicitation, gap analysis, and business acceptance testing exercises.
Strong influence and negotiation skills to prioritize work in dependent teams' backlogs.
Exceptional strategic problem-solving and critical thinking skills, with a passion for defining outstanding customer and associate experiences.
Outstanding ability to build positive relationships with cross-functional teams, squads, vendors, and leadership teams.
Proven time management, organizational, and documentation skills; able to balance and prioritize multiple competing priorities independently in a fast-paced environment.
Excellent listening, communication, facilitation, and presentation skills.
Proficiency in MS Word, Excel, Miro, and PowerPoint.
The Team
The FIA Commercialization Team collaborates closely with IT, Actuarial, Finance, Sales, Legal/Risk/Compliance, and Client Service/Operations partners.
Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:
Category:
Business AnalysisMost 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.
Job Description:
The Role
Ready to contribute significantly at Fidelity Insurance Agency? As a Business Analyst Consultant, you'll help lead Fidelity's Annuity and Insurance business. Collaborate with Fidelity Insurance Agency (FIA) Commercialization, Product Managers, and the Go to Market team to develop top-notch FIA solutions for advisors, customers, and Fidelity Insurance Network (FIN) Carriers.
Crafting and communicating strategic and critical product initiatives targeted at advancing and broadening Fidelity's Annuity and Insurance business.
Working closely with FIA Commercialization to develop business cases, visualize user experience journeys, and establish product and business needs.
Gathering and recording documenting product and business needs requirements and collaborating with Delivery team leaders and members to grasp essential outputs.
Sharing demographic and product data, along with market knowledge, help Delivery teams prioritize and develop digital experiences.
Working with Wealth Platform and Experience Squad Leaders, Business Analysts, and IT associates on developing, testing, and launching new and improved products and digital experiences.
Collaborating with CKSI and User Experience on strategic/competitive/market research and analysis, drafting learning agendas and usability studies.
Working with Distribution, Service, and Ops teams on field readiness activities to support product launches both digital and advisor led.
The Expertise and Skills You Bring
You bring a wealth of experience and expertise to this role, including:
A Bachelor's degree or equivalent, with 8+ years of experience, or a Master's degree with 6+ years of experience in project management and business analysis; experience with annuity and insurance products is highly desired.
Familiarity with the FIA business and its annuities, life insurance, and long term care, is a plus.
Proficient understanding and prior experience with Fidelity's Product Frameworks: Product Approach, Product Strategy, and Product Development and Management.
Demonstrated experience in defining and documenting requirements, testing and learning, iterating on, and delivering top-tier solutions across the product lifecycle.
Highly proficient in requirements elicitation, gap analysis, and business acceptance testing exercises.
Strong influence and negotiation skills to prioritize work in dependent teams' backlogs.
Exceptional strategic problem-solving and critical thinking skills, with a passion for defining outstanding customer and associate experiences.
Outstanding ability to build positive relationships with cross-functional teams, squads, vendors, and leadership teams.
Proven time management, organizational, and documentation skills; able to balance and prioritize multiple competing priorities independently in a fast-paced environment.
Excellent listening, communication, facilitation, and presentation skills.
Proficiency in MS Word, Excel, Miro, and PowerPoint.
The Team
The FIA Commercialization Team collaborates closely with IT, Actuarial, Finance, Sales, Legal/Risk/Compliance, and Client Service/Operations partners.
Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:
Category:
Business AnalysisMost 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.
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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