Job Description:

The Role

Do you have a passion for understanding the complexities of family relationships? Do you have a vision for how data and intelligent technologies can transform and contribute to our understanding of how people relate and engage with each other? Are you curious about the intersection of psychology, familial relationships, and engagement behavior across different generations around emotional and complex topics?

The Fidelity Center for Family Engagement is scaling their relationship-based capacity to research these questions, and we are looking for an intellectually curious research and analytical-minded individual to help us grow.

As a Sr. Manager, Digital Data & Intelligence Business Analyst, you will be a critical squad member responsible for working with and supporting the FCFE CPO to conduct research to inform near and next state missions and partner with our FCFE thought leadership research team on identifying/iterating data analytics and reporting needs to help the center meet our research learning and experimental deliverables. You will also write epics and user stories that translate business needs into functional requirements and validate via user testing development phases.

At FCFE, we harness the collective intelligence and passion lead by our thought leaders and domain experts and have a unique, entrepreneurial start-up culture within Fidelity. It is best suited for individuals that thrive in a fast pace, continuous learning environment and can adapt quickly to change and ambiguity, while seeing the bigger vision and next state mission.

The Expertise and Skills You Bring

• Bachelor’s or master’s degree, ideally in an data analytics or technical field, or equivalent experience.

• 5 to 9 years of experience in business analysis or data/development-related roles.

• Experience working in financial services, financial technology, or adjacent industries.

• Ability to translate detailed requirements into technical requirements that ensure all parties share a common vision of the project’s scope and functionality.

• Experience working in startups and/or innovation labs within large companies

• Experience working with data and intelligence developers to build and implement innovative products and solutions.

• Hands on experience with Large Language Models (LLMs), prompt engineering, chain of thought prompting a plus

• Research skills to uncover and investigate unmet needs and help team craft meaningful and usable solutions.

• Experience in reverse engineering and understanding existing technology solutions.

• You have a great attitude, love being part of a creative culture and thrive on being an effective contributor.

• Proficient in agile practices (backlog management, story writing, story mapping, visual planning, use of personas, outcome-based planning, etc.).

The Value You Deliver

• Strong inclination to understand FCFE, our approach and mission

• Collaborative approach to working in an agile framework while also understanding the center’s deliberate design processes/framework

• Natural curiosity for keeping a pulse on emerging financial services, financial planning tools, adjacent spaces, intelligence technology, user experiences and social trends.

• Keeping a pulse on emerging financial services, financial planning tools, adjacent spaces, intelligence technology, user experiences and social trends.

• Assessing and researching current uses of existing technologies across the enterprise AND in the marketplace to determine the potential options to consider for business decisioning.

• Driving and supporting key aspects of the strategy and product development life cycle including research, business requirements, and crafting and implementing end-to-end digital experiences.

• Delivery focused with strong dedication to quality and ability to take full ownership

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.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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.