Job Description:

Health & Welfare – Senior Business Analyst (Consulting)

Role

The Health & Welfare Requirements Analyst is a key member of the Health & Welfare (HW) Platform Center of Excellence Implementation and Migration team that services Fidelity clients. The role provides for the ability to work in a growing Health & Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health & Welfare benefits administration landscape.

The Health & Welfare Senior Business Analyst will utilize their consulting, analysis, and domain skills to provide the best outcomes for our client, their participants and Fidelity.

The Expertise and Skills We’re Looking For

• Bachelor’s degree or equivalent years of industry experience

• 5-8 years of Health and Welfare benefits service experience

• 5 years of professional experience (and demonstrated competence, depth, and breadth)

• Prior H&W client implementation and\or platform migration experience

• Prior requirements definition and documentation are a must, and client consultation experience is a plus

• Experience in Agile preferred, but not required

• Proficient with Microsoft Office applications

• Ability to independently manage one’s own workload

• Regulatory and legislative knowledge in aligned service area

• Understanding of benefits administration systems

• Demonstrates excellent communication skills (written and verbal)

• Ability to conduct detailed analysis and document findings

• Procedure execution and process improvement

• Quality-first mindset

• Develop client requirements documentation to facilitate migration from one administrative platform to another

• Adhere to documentation and detailed requirements definition standards

• Supporting Client Consultant during consultative discussions

• Contribute to system gap documentation and requirements workarounds

• Interface and integrate with Product Roadmap liaisons to promote system and tool updates

• Ability to leverage online workflow tracking tools, including JIRA is a plus

• Support designing and implementing test strategy and execution of test plans that validate the client requirements are met

• Requirements Analysts will be charged with owning requirements expectations from end-to-end including detail capture, system application via testing, and team/call center readiness

• Partnering with the Director Client Consultant to define and document requirements entries in the appropriate tools and respository

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.